SCHD vs VPX
SCHD vs VPX
Schwab US Dividend Equity ETF vs Variant Perception Cycle Aware US Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | SCHD | VPX | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.75% | |
| AUM | $103.7B | $47M | |
| Dividend Yield | 3.31% | 0.00% | |
| Holdings | 104 | 63 | |
| YTD Return | +24.26% | +25.73% | |
| 1Y Return | +31.38% | - | |
| 3Y Return (annualized) | +15.08% | - | |
| 5Y Return (annualized) | +9.72% | - | |
| Volatility (annualized) | 13.6% | - | |
| Max Drawdown | -33.4% | -5.9% | |
| Fund Family | Charles Schwab Asset Management | Variant Perception, LLC | |
| Category | Equity | Equity | |
| Inception | Oct 20, 2011 | Mar 11, 2026 |
SCHD vs VPX Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Variant Perception Cycle Aware US Equity ETF (VPX) is a ETF from Variant Perception, LLC. Year to date, SCHD is up 24.26% versus a gain of 25.73% for VPX.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -33.4% for SCHD and -5.9% for VPX. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
SCHD charges 0.06% per year while VPX charges 0.75%. On a $10,000 position that is $6 vs $75 annually, a gap of $69 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 0.00% for VPX.
Holdings Overlap
SCHD and VPX share 9 holdings out of 153 unique holdings combined, representing a 8.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in SCHD | Weight in VPX | Difference |
|---|---|---|---|
| UNH | 4.54% | 1.15% | 3.39% |
| PG | 4.15% | 1.40% | 2.75% |
| KO | 4.08% | 1.46% | 2.62% |
| CVX | Pro | Pro | Pro |
| MRK | Pro | Pro | Pro |
| TXN | Pro | Pro | Pro |
| PEP | Pro | Pro | Pro |
| AMGN | Pro | Pro | Pro |
| QCOM | Pro | Pro | Pro |
See all 9 holdings SCHD shares with VPX 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 VPX?
SCHD has an expense ratio of 0.06% while VPX charges 0.75%. SCHD is the cheaper option. On a $10,000 investment, that is $69 per year of difference.
What is the holdings overlap between SCHD and VPX?
SCHD and VPX share 9 common holdings with a 8.2% weight overlap. Combined, they hold 153 unique securities.
Which pays a higher dividend, SCHD or VPX?
SCHD yields 3.31% while VPX yields 0.00%, so SCHD currently pays the higher dividend yield.
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