SCHD was created on 2011-10-20 by Schwab. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 68846.91m in AUM and 101 holdings. SCHD tracks a market-cap-weighted index of 100 dividend-paying US equities.
VIG was created on 2006-04-21 by Vanguard. The fund's investment portfolio concentrates primarily on total market equity. VIG tracks a market-cap-weighted index of US companies that have increased their annual dividends for 10 or more consecutive years.
Key Details
Oct 20, 2011
Apr 21, 2006
Equity
Equity
High Dividend Yield
Total Market
Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.
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Schwab U.S. Dividend Equity ETF consistently underperforms major indices, offering disappointing total returns. Read why I keep SCHD rated a very solid sell.
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I track 50 high-quality dividend growth stocks to identify opportune investments, updating valuation ratings daily to focus on attractive opportunities.
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CYCN | -0.27% | $10.59M | +46.35% | 0.00% |
LTM | 0.27% | $12.63B | -95.46% | 2.42% |
LITB | 0.35% | $21.24M | -78.57% | 0.00% |
MKTX | -0.47% | $8.22B | +9.03% | 1.38% |
DG | -0.49% | $25.41B | -7.95% | 2.05% |
ZCMD | -0.56% | $29.55M | -8.59% | 0.00% |
VRCA | -0.67% | $59.96M | -91.36% | 0.00% |
VHC | 1.21% | $48.19M | +108.24% | 0.00% |
VSTA | 1.58% | $344.07M | +39.29% | 0.00% |
STG | -1.65% | $30.78M | -22.51% | 0.00% |
SRRK | 1.78% | $3.38B | +357.53% | 0.00% |
UUU | -1.79% | $7.17M | +101.30% | 0.00% |
CARV | 1.87% | $8.88M | +26.23% | 0.00% |
CPSH | 2.10% | $42.27M | +74.25% | 0.00% |
ASPS | 2.40% | $108.30M | -4.13% | 0.00% |
AGL | 2.77% | $989.35M | -60.10% | 0.00% |
HUSA | -3.08% | $19.66M | -19.53% | 0.00% |
SYPR | 3.26% | $48.49M | +14.05% | 0.00% |
MVO | 3.43% | $66.47M | -37.17% | 21.45% |
VSA | -3.45% | $8.67M | -19.04% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
ITW | 84.16% | $75.14B | +8.67% | 2.34% |
GGG | 78.82% | $14.79B | +11.89% | 1.20% |
PFG | 78.58% | $18.05B | +1.71% | 3.65% |
LYB | 78.40% | $20.11B | -34.27% | 8.60% |
TXT | 78.34% | $14.79B | -4.95% | 0.10% |
NDSN | 78.24% | $12.59B | -2.13% | 1.39% |
PNC | 78.13% | $77.42B | +24.03% | 3.26% |
FITB | 77.10% | $28.79B | +17.26% | 3.41% |
USB | 76.84% | $73.99B | +20.20% | 4.20% |
MET | 76.79% | $53.80B | +14.24% | 2.73% |
DD | 76.44% | $30.53B | -7.88% | 2.15% |
PRU | 76.39% | $38.47B | -8.34% | 4.84% |
RF | 75.98% | $22.07B | +23.43% | 4.04% |
AVNT | 75.88% | $3.15B | -19.18% | 3.10% |
DCI | 75.51% | $8.29B | +0.07% | 1.56% |
APAM | 75.51% | $3.27B | +15.90% | 6.54% |
EMN | 75.42% | $9.23B | -16.64% | 4.12% |
DOW | 75.15% | $20.31B | -45.67% | 9.77% |
UNP | 74.91% | $141.70B | +5.14% | 2.25% |
STWD | 74.90% | $7.04B | +9.61% | 9.23% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
SDOG | 96.89% | $1.19B | 0.36% | |
DIVB | 95.54% | $925.96M | 0.05% | |
FTA | 95.32% | $1.10B | 0.6% | |
FDL | 94.64% | $5.41B | 0.43% | |
DHS | 94.13% | $1.23B | 0.38% | |
SPYD | 93.98% | $6.84B | 0.07% | |
SDY | 93.94% | $19.94B | 0.35% | |
DGRO | 93.93% | $31.98B | 0.08% | |
DVY | 93.81% | $19.69B | 0.38% | |
IUSV | 93.80% | $20.90B | 0.04% | |
SPYV | 93.71% | $26.58B | 0.04% | |
VOOV | 93.68% | $5.48B | 0.1% | |
SCHV | 93.65% | $12.63B | 0.04% | |
CDC | 93.60% | $733.71M | 0.42% | |
IVE | 93.56% | $39.06B | 0.18% | |
PEY | 93.40% | $1.10B | 0.53% | |
RDIV | 93.36% | $781.72M | 0.39% | |
TPHD | 93.28% | $300.83M | 0.52% | |
DVAL | 93.25% | $115.45M | 0.49% | |
VTV | 93.24% | $138.53B | 0.04% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
IGOV | -0.05% | $1.22B | 0.35% | |
SMMU | 0.21% | $892.02M | 0.35% | |
SGOV | -0.21% | $49.21B | 0.09% | |
FLGV | -0.41% | $1.03B | 0.09% | |
USDU | 0.44% | $162.43M | 0.5% | |
VTIP | -0.54% | $15.33B | 0.03% | |
LGOV | 0.71% | $678.86M | 0.67% | |
UTEN | -0.79% | $210.24M | 0.15% | |
CARY | -0.79% | $347.36M | 0.8% | |
SHM | 0.97% | $3.41B | 0.2% | |
CANE | 1.03% | $10.37M | 0.29% | |
GVI | 1.06% | $3.42B | 0.2% | |
IBTP | 1.08% | $143.92M | 0.07% | |
IEF | -1.13% | $34.88B | 0.15% | |
TDTT | 1.20% | $2.64B | 0.18% | |
WEAT | -1.28% | $117.15M | 0.28% | |
FMHI | 1.37% | $754.85M | 0.7% | |
IBTF | 1.45% | $1.99B | 0.07% | |
CGSM | -1.61% | $709.45M | 0.25% | |
GOVT | 2.07% | $27.54B | 0.05% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BN | 83.18% | $103.22B | +45.48% | 0.54% |
BNT | 81.81% | $12.59B | +45.18% | 0.00% |
ITT | 81.76% | $12.61B | +25.33% | 0.84% |
MCO | 81.47% | $89.43B | +16.70% | 0.72% |
TROW | 81.03% | $22.02B | -13.66% | 5.02% |
ITW | 80.95% | $75.14B | +8.67% | 2.34% |
BLK | 80.49% | $165.86B | +35.67% | 1.93% |
PFG | 80.44% | $18.05B | +1.71% | 3.65% |
MET | 80.42% | $53.80B | +14.24% | 2.73% |
PH | 80.17% | $90.91B | +38.76% | 0.94% |
AXP | 80.13% | $228.12B | +38.14% | 0.90% |
DOV | 80.08% | $25.80B | +6.32% | 1.09% |
SEIC | 80.05% | $11.45B | +40.10% | 1.06% |
TXT | 79.61% | $14.79B | -4.95% | 0.10% |
JHG | 79.55% | $6.32B | +16.29% | 3.92% |
GGG | 79.17% | $14.79B | +11.89% | 1.20% |
PRI | 78.86% | $9.03B | +16.59% | 1.40% |
DCI | 78.85% | $8.29B | +0.07% | 1.56% |
CPAY | 78.50% | $23.76B | +26.07% | 0.00% |
GS | 78.37% | $219.66B | +52.99% | 1.68% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
SYPR | 0.60% | $48.49M | +14.05% | 0.00% |
VSTA | -0.69% | $344.07M | +39.29% | 0.00% |
AGL | 0.94% | $989.35M | -60.10% | 0.00% |
HUSA | 1.22% | $19.66M | -19.53% | 0.00% |
CARV | 1.58% | $8.88M | +26.23% | 0.00% |
RLX | 1.62% | $2.13B | +27.17% | 0.42% |
VRCA | 1.82% | $59.96M | -91.36% | 0.00% |
GALT | 1.83% | $137.34M | +0.93% | 0.00% |
LITB | -1.90% | $21.24M | -78.57% | 0.00% |
VSA | -1.94% | $8.67M | -19.04% | 0.00% |
CPSH | 2.00% | $42.27M | +74.25% | 0.00% |
VHC | 2.03% | $48.19M | +108.24% | 0.00% |
AIFU | 2.34% | $6.79B | +102.19% | 0.00% |
ZCMD | 2.34% | $29.55M | -8.59% | 0.00% |
KROS | 2.61% | $544.65M | -68.20% | 0.00% |
BTCT | 2.73% | $25.56M | +61.14% | 0.00% |
MKTX | 3.05% | $8.22B | +9.03% | 1.38% |
K | -3.36% | $27.76B | +41.17% | 2.85% |
CYCN | -3.37% | $10.59M | +46.35% | 0.00% |
DOGZ | 3.39% | $121.58M | -48.38% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
K | -6.97% | $27.76B | +41.17% | 2.85% |
DFDV | -5.77% | $300.56M | +2,130.16% | 0.00% |
CBOE | -5.30% | $24.23B | +35.36% | 1.09% |
VSA | -3.45% | $8.67M | -19.04% | 0.00% |
HUSA | -3.08% | $19.66M | -19.53% | 0.00% |
UUU | -1.79% | $7.17M | +101.30% | 0.00% |
STG | -1.65% | $30.78M | -22.51% | 0.00% |
VRCA | -0.67% | $59.96M | -91.36% | 0.00% |
ZCMD | -0.56% | $29.55M | -8.59% | 0.00% |
DG | -0.49% | $25.41B | -7.95% | 2.05% |
MKTX | -0.47% | $8.22B | +9.03% | 1.38% |
CYCN | -0.27% | $10.59M | +46.35% | 0.00% |
LTM | 0.27% | $12.63B | -95.46% | 2.42% |
LITB | 0.35% | $21.24M | -78.57% | 0.00% |
VHC | 1.21% | $48.19M | +108.24% | 0.00% |
VSTA | 1.58% | $344.07M | +39.29% | 0.00% |
SRRK | 1.78% | $3.38B | +357.53% | 0.00% |
CARV | 1.87% | $8.88M | +26.23% | 0.00% |
CPSH | 2.10% | $42.27M | +74.25% | 0.00% |
ASPS | 2.40% | $108.30M | -4.13% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -68.97% | $99.63M | 0.59% | |
VIXY | -63.13% | $164.54M | 0.85% | |
IVOL | -37.79% | $347.03M | 1.02% | |
BTAL | -33.92% | $296.22M | 1.43% | |
FTSD | -27.84% | $231.81M | 0.25% | |
XONE | -23.20% | $625.28M | 0.03% | |
SPTS | -21.19% | $5.80B | 0.03% | |
CLIP | -19.99% | $1.51B | 0.07% | |
FXY | -18.57% | $816.38M | 0.4% | |
UTWO | -17.48% | $379.52M | 0.15% | |
SCHO | -17.38% | $11.03B | 0.03% | |
VGSH | -16.22% | $22.80B | 0.03% | |
SHYM | -14.82% | $357.13M | 0.35% | |
IBTH | -14.74% | $1.62B | 0.07% | |
XHLF | -14.58% | $1.73B | 0.03% | |
KCCA | -13.35% | $109.43M | 0.87% | |
BILS | -13.05% | $3.81B | 0.1356% | |
TBLL | -12.48% | $2.13B | 0.08% | |
IBTI | -12.19% | $1.06B | 0.07% | |
ULST | -11.21% | $654.75M | 0.2% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
SHV | 0.02% | $20.64B | 0.15% | |
LDUR | 0.15% | $929.65M | 0.5% | |
CTA | -0.17% | $1.06B | 0.76% | |
JPLD | 0.27% | $1.77B | 0.24% | |
WEAT | 0.30% | $117.15M | 0.28% | |
TFLO | -0.38% | $6.82B | 0.15% | |
FTSM | -0.64% | $6.37B | 0.45% | |
AGZ | -0.74% | $614.58M | 0.2% | |
SGOV | 0.84% | $49.21B | 0.09% | |
TYA | -0.84% | $152.69M | 0.15% | |
BILZ | 0.86% | $821.74M | 0.14% | |
GSST | -0.95% | $921.46M | 0.16% | |
CARY | 1.01% | $347.36M | 0.8% | |
TPMN | 1.04% | $30.70M | 0.65% | |
IBTM | -1.13% | $316.49M | 0.07% | |
BSV | -1.24% | $38.39B | 0.03% | |
CMBS | 1.41% | $449.66M | 0.25% | |
IBND | 1.58% | $384.31M | 0.5% | |
SCHR | -1.65% | $10.92B | 0.03% | |
AGZD | 1.81% | $102.70M | 0.23% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -81.99% | $99.63M | 0.59% | |
VIXY | -75.11% | $164.54M | 0.85% | |
BTAL | -50.20% | $296.22M | 1.43% | |
IVOL | -38.72% | $347.03M | 1.02% | |
FTSD | -29.24% | $231.81M | 0.25% | |
XONE | -26.97% | $625.28M | 0.03% | |
SPTS | -26.28% | $5.80B | 0.03% | |
FXY | -25.05% | $816.38M | 0.4% | |
SCHO | -20.97% | $11.03B | 0.03% | |
UTWO | -20.62% | $379.52M | 0.15% | |
VGSH | -19.52% | $22.80B | 0.03% | |
XHLF | -19.10% | $1.73B | 0.03% | |
CLIP | -18.73% | $1.51B | 0.07% | |
BILS | -17.53% | $3.81B | 0.1356% | |
SHYM | -17.15% | $357.13M | 0.35% | |
IBTH | -16.37% | $1.62B | 0.07% | |
IBTI | -15.81% | $1.06B | 0.07% | |
IBTG | -15.36% | $1.92B | 0.07% | |
TBLL | -13.83% | $2.13B | 0.08% | |
KCCA | -13.03% | $109.43M | 0.87% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
DGRO | 98.40% | $31.98B | 0.08% | |
TDVG | 98.16% | $879.22M | 0.5% | |
QUS | 98.16% | $1.58B | 0.15% | |
DLN | 97.95% | $5.01B | 0.28% | |
DGRW | 97.55% | $15.75B | 0.28% | |
VYM | 97.28% | $61.08B | 0.06% | |
VTV | 97.28% | $138.53B | 0.04% | |
FNDX | 97.23% | $18.62B | 0.25% | |
DTD | 97.19% | $1.38B | 0.28% | |
MGV | 97.17% | $9.51B | 0.07% | |
PRF | 97.11% | $7.79B | 0.33% | |
IUS | 97.07% | $637.11M | 0.19% | |
CFA | 97.03% | $527.54M | 0.35% | |
JQUA | 96.99% | $6.38B | 0.12% | |
RSP | 96.99% | $72.80B | 0.2% | |
IWD | 96.79% | $61.80B | 0.19% | |
SCHV | 96.72% | $12.63B | 0.04% | |
IUSV | 96.63% | $20.90B | 0.04% | |
DUHP | 96.55% | $8.66B | 0.21% | |
VONV | 96.52% | $12.57B | 0.07% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
DFDV | -9.26% | $300.56M | +2,130.16% | 0.00% |
STG | -7.10% | $30.78M | -22.51% | 0.00% |
CYCN | -3.37% | $10.59M | +46.35% | 0.00% |
K | -3.36% | $27.76B | +41.17% | 2.85% |
VSA | -1.94% | $8.67M | -19.04% | 0.00% |
LITB | -1.90% | $21.24M | -78.57% | 0.00% |
VSTA | -0.69% | $344.07M | +39.29% | 0.00% |
SYPR | 0.60% | $48.49M | +14.05% | 0.00% |
AGL | 0.94% | $989.35M | -60.10% | 0.00% |
HUSA | 1.22% | $19.66M | -19.53% | 0.00% |
CARV | 1.58% | $8.88M | +26.23% | 0.00% |
RLX | 1.62% | $2.13B | +27.17% | 0.42% |
VRCA | 1.82% | $59.96M | -91.36% | 0.00% |
GALT | 1.83% | $137.34M | +0.93% | 0.00% |
CPSH | 2.00% | $42.27M | +74.25% | 0.00% |
VHC | 2.03% | $48.19M | +108.24% | 0.00% |
AIFU | 2.34% | $6.79B | +102.19% | 0.00% |
ZCMD | 2.34% | $29.55M | -8.59% | 0.00% |
KROS | 2.61% | $544.65M | -68.20% | 0.00% |
BTCT | 2.73% | $25.56M | +61.14% | 0.00% |
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With the possibility of S&P 500's momentum fading and equity outflows mounting, defensive ETFs like VIG, XLP and VXX draw investor focus.
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SCHD's recent underperformance during market volatility and weak momentum despite solid dividends prompts a cautious stance. Find out why SCHD ETF is a hold.
SCHD - Schwab US Dividend Equity ETF and VIG - Vanguard Dividend Appreciation FTF have a 29 holding overlap. Which accounts for a 11.8% overlap.
Number of overlapping holdings
29
% of overlapping holdings
11.84%
Name | Weight in SCHD | Weight in VIG |
---|---|---|
4.28% | 0.85% | |
4.16% | 1.28% | |
3.99% | 0.99% | |
3.95% | 0.92% | |
3.89% | 1.67% | |
3.89% | 0.79% | |
3.86% | 1.42% | |
3.84% | 1.86% | |
3.72% | 0.52% | |
1.99% | 0.24% |
Schwab US Dividend Equity ETF - SCHD is made up of 99 holdings. Vanguard Dividend Appreciation FTF - VIG is made up of 337 holdings.
Name | Weight |
---|---|
4.28% | |
4.16% | |
4.13% | |
4.08% | |
3.99% | |
3.95% | |
3.90% | |
![]() | 3.89% |
![]() | 3.89% |
3.86% | |
3.84% | |
3.80% | |
3.78% | |
3.72% | |
3.09% | |
2.66% | |
![]() | 2.05% |
![]() | 1.99% |
1.92% | |
![]() | 1.91% |
![]() | 1.89% |
1.81% | |
1.77% | |
1.75% | |
1.17% | |
1.16% | |
1.06% | |
1.04% | |
1.04% | |
0.95% |
Name | Weight |
---|---|
![]() | 5.12% |
![]() | 4.65% |
3.78% | |
![]() | 3.45% |
3.06% | |
2.96% | |
2.44% | |
2.35% | |
2.29% | |
2.18% | |
2.04% | |
1.90% | |
1.86% | |
![]() | 1.67% |
1.50% | |
1.42% | |
1.41% | |
![]() | 1.35% |
1.28% | |
1.22% | |
1.18% | |
1.14% | |
![]() | 1.13% |
![]() | 1.07% |
1.01% | |
0.99% | |
0.96% | |
0.92% | |
0.86% | |
0.85% |