VIG vs. SCHD: Fresh Data Show VIG’s Growth Edge, SCHD’s Income Lead

Overview

• SCHD’s dividend yield stands at 3.5% versus VIG’s 1.6%, based on data through January 30, 2026.
• Over the past year, VIG returned 10.4% compared with 6.6% for SCHD, reflecting stronger recent capital gains for VIG.
• Fees remain a minor differentiator, with expense ratios of 0.05% for VIG and 0.06% for SCHD, and assets of about $103.1 billion and $77.3 billion, respectively.
• VIG holds 338 stocks with a technology tilt led by Broadcom, Microsoft, and Apple, while SCHD owns 101 dividend-quality names concentrated in energy, consumer defensive, and healthcare, topped by Lockheed Martin, Texas Instruments, and Chevron.
• Five-year profiles diverge, with VIG growing $1,000 to $1,617 and a max drawdown of -20.39% versus SCHD’s $1,393 and -16.86%, alongside betas of 0.85 and 0.77.