Overview
- SCHD’s 30‑day yield is about 3.4% versus roughly 1.6% for VIG, highlighting a material income gap based on data through early February.
- VIG holds approximately 338 stocks with larger weights in technology, financials and healthcare, whereas SCHD owns about 101 names tilted to energy, consumer staples and healthcare.
- Costs and scale differ modestly, with VIG at a 0.04% expense ratio and about $120.1 billion in assets versus SCHD at 0.06% and roughly $81.8 billion.
- Recent performance is close, with 1‑year total returns of 12.0% for VIG and 11.7% for SCHD; five‑year figures show VIG’s higher growth of $1,597 on $1,000 versus $1,409 for SCHD and smaller multi‑year drawdowns for SCHD (‑16.86% vs ‑20.39% for VIG).
- SCHD tracks the Dow Jones U.S. Dividend 100 Index to emphasize dividend quality and sustainability, whereas VIG targets companies with at least 10 straight years of dividend growth and excludes the highest‑yielding quartile.