Compare/Updated Oct 26, 2026, refreshed every trading day
VTV vs SCHD
Vanguard Morningstar Value ETF against Schwab U.S. Dividend Equity ETF: 4 years of returns, risk and today’s technical read, from Kavout’s own data.
VTV did better over the 1,000-trading-day period from Oct. 28, 2022 to Oct. 23, 2026: $1,000 grew to $1,784 (+78.4%), versus $1,649 (+64.9%) for SCHD. VTV also won in 31 of the last 48 months and had lower 12-month volatility at 10.1%, compared with 11.3% for SCHD. Its worst drawdown was slightly smaller, at -14.5% versus -16.1%. SCHD’s recent returns were stronger, including 31.8% YTD, 35.2% over one year, and 14.9% over six months, versus VTV’s 19.6%, 23.0%, and 11.6%, respectively. The result matters because SCHD has recently led but with greater volatility and drawdown, while VTV delivered the stronger full-period return with slightly lower risk and a lower expense ratio: 0.03% versus 0.06%.
- Price is above its 200-day average ($210); 50-day at $222.
- RSI 61, neutral. Supertrend says buy. ADX 24, so the trend is developing.
- 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, VTV or SCHD?
VTV beat SCHD in 31 of the last 48 months; SCHD won the other 17. The typical monthly gap was 1.08 points.
Total return by period
Which is riskier?
Both: Nov 29, 2024 to Apr 8, 2025
- 0.901
- correlation of daily moves, 4 years
- 0.83
- VTV move per 1% in SCHD
- 0.714
- correlation, last 12 months
Month by month
Of the last 48 months. The typical gap was 1.08 points.
When did they diverge?
| Month | VTV | SCHD | Gap |
|---|---|---|---|
| June 2026 | +3.4% | -1.6% | +5.00 pts |
| July 2026 | +0.9% | +5.5% | -4.60 pts |
| October 2026 | +4.2% | +8.4% | -4.27 pts |
| January 2026 | +4.6% | +8.7% | -4.12 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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