SCHD vs VOOG
Schwab U.S. Dividend Equity ETF vs Vanguard S&P 500 Growth Index Fund ETF Shares
Buy SCHD if…
- •You want lower costs (0.06% vs 0.10%)
- •You prefer higher liquidity and trading volume
- •You want higher dividend income (+3.79%)
Buy VOOG if…
- •You prioritize historical performance
- •You want stronger recent performance
SCHD
VOOG
Type
ETF
ETF
Issuer
Schwab ETFs
Vanguard
Holdings
97
216
Index
Dow Jones U.S. Large-Cap Growth
—
AUM
$71B
$22B
Inception
2011
2010
Key Metrics
Expense Ratio
0.06%
0.10%
Dividend Yield
+3.79%
+0.49%
Daily Liquidity
17.65M
211.6K
Risk (β)
0.79
1.03
Cost Calculator
$
%
SCHD Fees
$0
VOOG Fees
$0
Annualized Returns
YTD
+3.40%
+22.05%
1 Year
-3.04%
+22.03%
3 Years
+5.13%
+25.88%
5 Years
+8.91%
+15.59%
10 Years
+11.30%
+16.65%
Top 10 Holdings
Merck & Company Inc
4.97%
NVIDIA Corporation
15.29%
Amgen Inc
4.86%
Microsoft Corporation
6.19%
Cisco Systems Inc
4.50%
Apple Inc
5.71%
AbbVie Inc
4.30%
Broadcom Inc
5.38%
The Coca-Cola Company
4.23%
Alphabet Inc Class A
5.06%
Bristol-Myers Squibb Company
4.03%
Meta Platforms Inc.
4.35%
PepsiCo Inc
3.98%
Amazon.com Inc
4.25%
Chevron Corp
3.78%
Alphabet Inc Class C
4.07%
Lockheed Martin Corporation
3.75%
Tesla Inc
3.96%
Verizon Communications Inc
3.74%
Eli Lilly and Company
2.12%
Related Comparisons
SCHD
To pursue its goal, the fund generally invests in stocks that are included in the index. The index is designed to measure the performance of high dividend yielding stocks issued by U.S. companies that have a record of consistently paying dividends, selected for fundamental strength relative to their peers, based on financial ratios. The fund will invest at least 90% of its net assets in these stocks.
VOOG
The advisor employs an indexing investment approach designed to track the performance of the S&P 500® Growth Index, which represents the growth companies, as determined by the index sponsor, of the S&P 500 Index. The index measures the performance of large-capitalization growth companies in the United States.
Sector Breakdown
SCHD
VOOG