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by klos ✦

SCHD vs VTI

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

Buy SCHD if…

  • You want higher dividend income (+3.79%)

Buy VTI if…

  • You want lower costs (0.03% vs 0.06%)
  • You prefer higher liquidity and trading volume
  • You prioritize historical performance
  • You value a longer track record
Type
ETF
ETF
Issuer
Schwab ETFs
Vanguard
Holdings
97
3,336
Index
Dow Jones U.S. Large-Cap Growth
AUM
$71B
$567B
Inception
2011
2001

Key Metrics

Expense Ratio
0.06%
0.03%
Dividend Yield
+3.79%
+1.14%
Daily Liquidity
17.65M
3.93M
Risk (β)
0.79
1.04

Cost Calculator

$
%
SCHD Fees
$0
VTI Fees
$0

Annualized Returns

YTD
+3.40%
+16.92%
1 Year
-3.04%
+12.93%
3 Years
+5.13%
+19.70%
5 Years
+8.91%
+13.73%
10 Years
+11.30%
+13.98%

Top 10 Holdings

Merck & Company Inc
4.97%
NVIDIA Corporation
7.13%
Amgen Inc
4.86%
Apple Inc
6.12%
Cisco Systems Inc
4.50%
Microsoft Corporation
5.87%
AbbVie Inc
4.30%
Amazon.com Inc
3.58%
The Coca-Cola Company
4.23%
Broadcom Inc
2.65%
Bristol-Myers Squibb Company
4.03%
Alphabet Inc Class A
2.50%
PepsiCo Inc
3.98%
Meta Platforms Inc.
2.15%
Chevron Corp
3.78%
Alphabet Inc Class C
1.99%
Lockheed Martin Corporation
3.75%
Tesla Inc
1.91%
Verizon Communications Inc
3.74%
Berkshire Hathaway Inc
1.31%

Related Comparisons

Compare SCHD to:

Compare VTI 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.

VTI

The fund employs an indexing investment approach designed to track the performance of the index, which represents approximately 100% of the investable U.S. stock market and includes large-, mid-, small-, and micro-cap stocks regularly traded on the New York Stock Exchange and Nasdaq. It invests by sampling the index, meaning that it holds a broadly diversified collection of securities that, in the aggregate, approximates the full index in terms of key characteristics. The fund is non-diversified.

Sector Breakdown

SCHD VTI