SCHD vs VONE
SCHD vs VONE
Schwab US Dividend Equity ETF vs Vanguard Russell 1000 ETF
Quick Verdict
SCHD delivered stronger 1-year returns. VONE offers more diversification with 999 holdings.
Side-by-Side Comparison
| Metric | SCHD | VONE | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.06% | |
| AUM | $103.7B | $8.3B | |
| Dividend Yield | 3.31% | 1.22% | |
| Holdings | 104 | 1,007 | |
| YTD Return | +23.31% | +13.00% | |
| 1Y Return | +30.42% | +23.31% | |
| 3Y Return (annualized) | +14.66% | +20.84% | |
| 5Y Return (annualized) | +9.59% | +12.56% | |
| Volatility (annualized) | 13.6% | 14.4% | |
| Max Drawdown | -33.4% | -34.7% | |
| Fund Family | Charles Schwab Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 20, 2011 | Sep 20, 2010 |
SCHD vs VONE Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Vanguard Russell 1000 ETF (VONE) is a ETF from Vanguard (US). Over the past year SCHD returned +30.42% while VONE returned +23.31%. Year to date, SCHD is up 23.31% versus a gain of 13.00% for VONE.
Over three years, SCHD compounded at +14.66% per year against +20.84% for VONE; over five years the annualized figures are +9.59% and +12.56% respectively. Across the full 15-year window we track, VONE has the edge at +13.32% annualized vs +11.34%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VONE has been the more volatile fund, with annualized monthly volatility of 14.4% compared with 13.6% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -33.4% for SCHD and -34.7% for VONE. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.85. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SCHD charges 0.06% per year while VONE charges 0.06%. On a $10,000 position that is $6 vs $6 annually. On income, SCHD currently yields 3.31% against 1.22% for VONE.
Holdings Overlap
SCHD and VONE share 65 holdings out of 1034 unique holdings combined, representing a 7.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in SCHD | Weight in VONE | Difference |
|---|---|---|---|
| UNH | 4.54% | 0.51% | 4.03% |
| ABT | 4.49% | 0.24% | 4.25% |
| MRK | 4.32% | 0.41% | 3.91% |
| PG | Pro | Pro | Pro |
| HD | Pro | Pro | Pro |
| KO | Pro | Pro | Pro |
| AMGN | Pro | Pro | Pro |
| CVX | Pro | Pro | Pro |
| TXN | Pro | Pro | Pro |
| PEP | Pro | Pro | Pro |
See all 10 holdings SCHD shares with VONE Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, SCHD or VONE?
SCHD has an expense ratio of 0.06% while VONE charges 0.06%. They cost the same. On a $10,000 investment, that is $0 per year of difference.
Which performed better, SCHD or VONE?
Over the past year SCHD returned +30.42% vs +23.31% for VONE, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), SCHD annualized +11.34% vs +13.32% for VONE. Past performance does not guarantee future results.
Which is riskier, SCHD or VONE?
VONE has been the more volatile fund at 14.4% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs VONE -34.7%.
Should I hold both SCHD and VONE?
SCHD and VONE have a monthly-return correlation of 0.85, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SCHD and VONE?
SCHD and VONE share 65 common holdings with a 7.7% weight overlap. Combined, they hold 1034 unique securities.
Which pays a higher dividend, SCHD or VONE?
SCHD yields 3.31% while VONE yields 1.22%, so SCHD currently pays the higher dividend yield.
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