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by klos ✦

SCHD vs VT

Schwab U.S. Dividend Equity ETF vs Vanguard Total World Stock Index Fund ETF Shares

Buy SCHD if…

  • You want lower costs (0.06% vs 0.07%)
  • You want higher dividend income (+3.79%)

Buy VT if…

  • You prioritize historical performance
  • You want stronger recent performance
Type
ETF
ETF
Issuer
Schwab ETFs
Vanguard
Holdings
97
9,494
Index
Dow Jones U.S. Large-Cap Growth
AUM
$71B
$58B
Inception
2011
2008

Key Metrics

Expense Ratio
0.06%
0.07%
Dividend Yield
+3.79%
+1.69%
Daily Liquidity
17.65M
3.28M
Risk (β)
0.79
1.03

Cost Calculator

$
%
SCHD Fees
$0
VT Fees
$0

Annualized Returns

YTD
+3.40%
+21.22%
1 Year
-3.04%
+17.17%
3 Years
+5.13%
+17.94%
5 Years
+8.91%
+11.49%
10 Years
+11.30%
+11.39%

Top 10 Holdings

Merck & Company Inc
4.97%
NVIDIA Corporation
4.54%
Amgen Inc
4.86%
Apple Inc
3.78%
Cisco Systems Inc
4.50%
Microsoft Corporation
3.68%
AbbVie Inc
4.30%
Amazon.com Inc
2.24%
The Coca-Cola Company
4.23%
Broadcom Inc
1.63%
Bristol-Myers Squibb Company
4.03%
Alphabet Inc Class A
1.57%
PepsiCo Inc
3.98%
Meta Platforms Inc.
1.36%
Chevron Corp
3.78%
Alphabet Inc Class C
1.27%
Lockheed Martin Corporation
3.75%
Tesla Inc
1.23%
Verizon Communications Inc
3.74%
Taiwan Semiconductor Manufacturing Co. Ltd.
1.13%

Related Comparisons

Compare SCHD to:

Compare VT to:

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.

VT

The fund employs an indexing investment approach designed to track the performance of the FTSE Global All Cap Index. The advisor attempts to sample the target index by investing all, or substantially all, of its assets in common stocks in the index and by holding a representative sample of securities that resembles the full index in terms of key risk factors and other characteristics.

Sector Breakdown

SCHD VT