SCHD vs VIG — stock comparison tool

SCHD currently yields 2.99% TTM versus VIG at 1.50%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

SCHDVIG

Performance Comparison

Total return with dividends reinvested (DRIP) from a $10,000 start — price + income.

SCHD

VIG

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-24 to 2026-10-24. Legend ordered low → high.

Chart metrics: Total Return (%) · Price Return (%) · Portfolio Value ($) · Stock Price · Dividends (Annual) · Dividend Growth (%). Market Cap history is not available yet.

Calendar-year total returns

Side-by-side yearly performance for each ticker (adjusted close ≈ total return)

SCHD Total Returns by Year

Calendar-year total returns, including reinvested dividends

Adj. close

Loading returns…

VIG Total Returns by Year

Calendar-year total returns, including reinvested dividends

Adj. close

Loading returns…

Best Total Return

—

No data

Highest Dividend Income

—

No data

Best Avg Annual Return

—

No data

DRIP Simulation Summary

$10,000 initial investment with DRIP (live)

Ticker	Period	Start $	End $	Dividends	Start Price	End Price	Shares	Return %

Current Data Comparison

Live fundamental metrics and analyst data

Metric

SCHD$35.27

—

Schwab U.S. Dividend Equity ETF

VIG$243.12

—

Vanguard Dividend Appreciation ETF

Dividend Information

Dividend Yield

2.99%

1.50%

Annual Dividend

$1.05

$3.65

Dividend Growth (5yr)

Years of Growth

ETF holdings & allocation

Side-by-side composition for each ETF in this comparison.

SCHD

102 holdings

Consumer Defensive20.07%

Healthcare19.33%

Technology15.98%

Energy15.35%

Financial Services9.18%

Industrials7.31%

Consumer Cyclical6.73%

Communication Services5.95%

Utilities0.09%

Cash & Others0.01%

Top 10 holdings

Name	Weight
PGPROCTER & GAMBLE	4.41%
TXNTEXAS INSTRUMENT	4.31%
KOCOCA-COLA	4.25%
CVXCHEVRON	4.21%
UNHUNITEDHEALTH GROUP	4.18%
COPCONOCOPHILLIPS	4.17%
HDHOME DEPOT	4.04%
QCOMQUALCOMM	4.00%
AMGNAMGEN INC	3.97%
PEPPEPSICO	3.88%
Top 10	41.41%

VIG

338 holdings

Technology27.42%

Financial Services20.74%

Healthcare18.66%

Industrials10.84%

Consumer Defensive9.05%

Consumer Cyclical3.87%

Energy3.60%

Basic Materials3.16%

Utilities2.66%

Communication Services0.54%

Cash & Others0.00%

Top 10 holdings

Name	Weight
MSFTMicrosoft Corp	4.90%
AAPLApple Inc	4.89%
AVGOBroadcom Inc	4.30%
LLYEli Lilly & Co	4.10%
JPMJPMorgan Chase & Co	3.89%
XOMExxonMobil Holdings Corp	2.96%
JNJJohnson & Johnson	2.83%
VVisa Inc	2.53%
7DZ.DEExxonMobil Holdings Corp	2.46%
WMTWalmart Inc	2.05%
Top 10	34.92%

Overlap & differences

Ticker overlap by weight, sector tilts, and where one fund is overweight. Open full tool

SCHDSharedVIG

Overlap by weight

14%

Share of portfolio weight that appears in both funds.

# overlapping holdings

SCHD: 15% also in VIGVIG: 15% also in SCHD

SCHD: showing top 100 holdings by weight (of 102) · VIG: showing top 100 holdings by weight (of 338). Overlap counts use this top slice, not the full fund book.

Sector drift (SCHD vs VIG)

Left = heavier in SCHD. Right = heavier in VIG.

SCHD overweight (left)VIG overweight (right)

Search ticker

15 shown

Overlapping tickers


MRK	Healthcare	Drug Manufacturers - General	3.8%	1.6%	1.6%
PG	Consumer Defensive	Household & Personal Products	4.4%	1.5%	1.5%
KO	Consumer Defensive	Beverages - Non-Alcoholic	4.2%	1.5%	1.5%
UNH	Healthcare	Medical - Healthcare Plans	4.2%	1.5%	1.5%
HD	Consumer Cyclical	Home Improvement	4.0%	1.3%	1.3%
TXN	Technology	Semiconductors	4.3%	1.1%	1.1%
AMGN	Healthcare	Drug Manufacturers - General	4.0%	1.0%	1.0%
QCOM	Technology	Semiconductors	4.0%	0.9%	0.9%
PEP	Consumer Defensive	Beverages - Non-Alcoholic	3.9%	0.8%	0.8%
ABT	Healthcare	Medical - Devices	3.6%	0.8%	0.8%

Want to track these stocks?

Add them to your portfolio for real-time dividend tracking, alerts, and performance insights.

Create Portfolio