Compare/Updated Oct 26, 2026, refreshed every trading day
VIG vs SCHD
Vanguard Dividend Appreciation ETF against Schwab U.S. Dividend Equity ETF: 4 years of returns, risk and today’s technical read, from Kavout’s own data.
SCHD did better over the full period, turning $1,000 invested on Oct 28, 2022 into $1,649 versus $1,751 for VIG? Wait, based on the figures provided, VIG reached $1,751 (+75.1%) while SCHD reached $1,649 (+64.9%); therefore, VIG performed better overall. However, SCHD led over the most recent 1-, 3-, 6-, and 12-month periods, including a 67.2% three-year return versus VIG’s 64.1%. VIG also had lower risk: 10.0% versus SCHD’s 11.3% volatility and a smaller maximum drawdown of -15.0% versus -16.1%. VIG’s lower 0.04% expense ratio and stronger full-period result favor it for this interval, while SCHD’s recent momentum was stronger. Their 0.836 correlation indicates substantial overlap, though monthly leadership varied: VIG won 28 of 48 months.
- Price is above its 200-day average ($230); 50-day at $239.
- RSI 61, neutral. Supertrend says buy. ADX 28, so the trend is strong.
- Price is above its 200-day average ($32); 50-day at $34.
- RSI 73, overbought. Supertrend says buy. ADX 33, so the trend is strong.
Head to head
Which has returned more, VIG or SCHD?
VIG beat SCHD in 28 of the last 48 months; SCHD won the other 20. The typical monthly gap was 1.82 points.
Total return by period
Which is riskier?
VIG: Feb 19, 2025 to Apr 8, 2025; SCHD: Nov 29, 2024 to Apr 8, 2025
- 0.836
- correlation of daily moves, 4 years
- 0.78
- VIG move per 1% in SCHD
- 0.605
- correlation, last 12 months
Month by month
Of the last 48 months. The typical gap was 1.82 points.
When did they diverge?
| Month | VIG | SCHD | Gap |
|---|---|---|---|
| January 2026 | +1.9% | +8.7% | -6.77 pts |
| April 2025 | -1.5% | -7.7% | +6.13 pts |
| February 2026 | +1.6% | +6.5% | -4.88 pts |
| July 2026 | +1.1% | +5.5% | -4.45 pts |
Where the numbers come from. 1000 daily adjusted closes per fund from the Kavout market-data API, dividends included. Signals and indicators are Kavout’s own, refreshed nightly. Every figure is calculated from those adjusted closes.
Holdings and fees
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