ETF comparison
SCHD vs VIG
Both Dividend.
Schwab U.S. Dividend Equity ETF · Vanguard Dividend Appreciation Index Fund ETF Shares
Holdings overlap
33 positions appear in both funds. Buying equal dollars of SCHD and VIG would leave roughly 14.3% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
VIG is 2 bps cheaper than SCHD. On a $100,000 position that's about $20/yr more in fees for SCHD.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with SCHD vs VIG.
Top shared holdings
33 shared in total| # | Holding | In SCHD | In VIG | Overlap |
|---|---|---|---|---|
| 1 | UnitedHealth Group Inc | 5.09% | 1.63% | 1.63% |
| 2 | Coca-Cola Co/The | 3.96% | 1.47% | 1.47% |
| 3 | Procter & Gamble Co/The | 3.55% | 1.45% | 1.45% |
| 4 | Home Depot Inc/The | 3.36% | 1.43% | 1.43% |
| 5 | Merck & Co Inc | 3.86% | 1.39% | 1.39% |
| 6 | Texas Instruments Inc | 5.90% | 1.08% | 1.08% |
| 7 | Amgen Inc | 3.47% | 0.90% | 0.90% |
| 8 | PepsiCo Inc | 3.44% | 0.82% | 0.82% |
| 9 | Abbott Laboratories | 2.96% | 0.80% | 0.80% |
| 10 | QUALCOMM Inc | 6.74% | 0.67% | 0.67% |
| 11 | Lockheed Martin Corp | 2.70% | 0.51% | 0.51% |
| 12 | Automatic Data Processing Inc | 2.25% | 0.46% | 0.46% |
Only in SCHD
66 total- Chevron Corp 3.83%
- Verizon Communications Inc 3.65%
- ConocoPhillips 3.51%
- Altria Group Inc 2.94%
- Bristol-Myers Squibb Co 2.93%
- Comcast Corp 2.25%
- Blackstone Inc 2.20%
- SLB Ltd 2.05%
- United Parcel Service Inc 1.98%
- EOG Resources Inc 1.82%
Only in VIG
300 total- Broadcom Inc 4.63%
- Apple Inc 4.45%
- Microsoft Corp 4.34%
- JPMorgan Chase & Co 4.07%
- Eli Lilly & Co 3.93%
- ExxonMobil Holdings Corp 2.78%
- Johnson & Johnson 2.67%
- Visa Inc 2.45%
- Walmart Inc 2.11%
- Mastercard Inc 2.00%
Related comparisons
More comparisons with SCHD
- SCHD vs PRF · Invesco RAFI US 1000 ETF 14.1%
- SCHD vs VFLO · Victoryshares Free Cash Flow ETF 13.7%
- SCHD vs OMFL · Invesco Russell 1000 Dynamic Multifactor ETF 13.3%
- SCHD vs DFUV · Dimensional US Marketwide Value ETF 13.3%
- SCHD vs IWX · iShares Russell Top 200 Value ETF 13.1%
- SCHD vs AVLV · Avantis US Large Cap Value ETF 12.4%
More comparisons with VIG
- VIG vs IWR · iShares Russell Mid-Cap ETF 13.9%
- VIG vs VO · Vanguard Morningstar Mid-Cap ETF 13.5%
- VIG vs IWS · iShares Russell Mid-Cap Value ETF 12.2%
- VIG vs SPHB · Invesco S&P 500 High Beta ETF 11.5%
- VIG vs VOE · Vanguard Morningstar Mid-Cap Value ETF 10.0%
- VIG vs RPG · Invesco S&P 500 Pure Growth ETF 9.2%
Percentages are holdings overlap with the named fund.
Open SCHD or VIG at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.