SCHD vs VTV — stock comparison tool

SCHD currently yields 3.04% TTM versus VTV at 1.85%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

SCHDVTV

Performance Comparison

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

SCHD

VTV

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-21 to 2026-10-21. 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

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VTV Total Returns by Year

Calendar-year total returns, including reinvested dividends

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Best Total Return

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No data

Highest Dividend Income

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Best Avg Annual Return

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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$34.69

—

Schwab U.S. Dividend Equity ETF

VTV$224.51

—

Vanguard Morningstar Value ETF

Dividend Information

Dividend Yield

3.04%

1.85%

Annual Dividend

$1.05

$4.16

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
TXNTEXAS INSTRUMENT	4.40%
PGPROCTER & GAMBLE	4.34%
CVXCHEVRON	4.31%
KOCOCA-COLA	4.30%
COPCONOCOPHILLIPS	4.30%
QCOMQUALCOMM	4.15%
UNHUNITEDHEALTH GROUP	4.14%
HDHOME DEPOT	3.95%
AMGNAMGEN INC	3.90%
PEPPEPSICO	3.86%
Top 10	41.65%

VTV

331 holdings

Financial Services22.38%

Healthcare16.81%

Technology14.26%

Industrials13.17%

Consumer Defensive8.71%

Energy8.16%

Utilities4.21%

Consumer Cyclical3.74%

Basic Materials3.12%

Communication Services2.97%

Real Estate2.47%

Cash & Others0.22%

Top 10 holdings

Name	Weight
MUMicron Technology Inc	4.56%
JPMJPMorgan Chase & Co	3.33%
BRK-BBerkshire Hathaway Inc	2.92%
XOMExxonMobil Holdings Corp	2.56%
JNJJohnson & Johnson	2.42%
7DZ.DEExxonMobil Holdings Corp	2.11%
ABBVAbbVie Inc	1.75%
WMTWalmart Inc	1.72%
CVXChevron Corp	1.45%
CSCOCisco Systems Inc	1.45%
Top 10	24.26%

Overlap & differences

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

SCHDSharedVTV

Overlap by weight

15%

Share of portfolio weight that appears in both funds.

# overlapping holdings

SCHD: 19% also in VTVVTV: 19% also in SCHD

SCHD: showing top 100 holdings by weight (of 102) · VTV: showing top 100 holdings by weight (of 331). Overlap counts use this top slice, not the full fund book.

Sector drift (SCHD vs VTV)

Left = heavier in SCHD. Right = heavier in VTV.

SCHD overweight (left)VTV overweight (right)

Search ticker

19 shown

Overlapping tickers


CVX	Energy	Oil & Gas Integrated	4.3%	1.5%	1.5%
MRK	Healthcare	Drug Manufacturers - General	3.8%	1.4%	1.4%
PG	Consumer Defensive	Household & Personal Products	4.3%	1.3%	1.3%
KO	Consumer Defensive	Beverages - Non-Alcoholic	4.3%	1.3%	1.3%
UNH	Healthcare	Medical - Healthcare Plans	4.1%	1.2%	1.2%
HD	Consumer Cyclical	Home Improvement	4.0%	1.1%	1.1%
AMGN	Healthcare	Drug Manufacturers - General	3.9%	0.9%	0.9%
QCOM	Technology	Semiconductors	4.1%	0.7%	0.7%
VZ	Communication Services	Telecommunications Services	3.6%	0.7%	0.7%
PEP	Consumer Defensive	Beverages - Non-Alcoholic	3.9%	0.7%	0.7%

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