VDADX vs. SCHD
Compare and contrast key facts about Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX) and Schwab U.S. Dividend Equity ETF (SCHD).
VDADX is managed by Vanguard. It was launched on Dec 19, 2013. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Performance
VDADX vs. SCHD - Performance Comparison
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VDADX vs. SCHD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VDADX Vanguard Dividend Appreciation Index Fund Admiral Shares | -1.77% | 14.17% | 16.99% | 14.44% | -9.80% | 23.59% | 15.47% | 29.68% | -2.06% | 22.22% |
SCHD Schwab U.S. Dividend Equity ETF | 12.17% | 4.34% | 11.66% | 4.54% | -3.26% | 29.87% | 15.03% | 27.29% | -5.56% | 20.85% |
Returns By Period
In the year-to-date period, VDADX achieves a -1.77% return, which is significantly lower than SCHD's 12.17% return. Both investments have delivered pretty close results over the past 10 years, with VDADX having a 12.24% annualized return and SCHD not far ahead at 12.25%.
VDADX
- 1D
- 2.08%
- 1M
- -4.97%
- YTD
- -1.77%
- 6M
- -0.04%
- 1Y
- 12.87%
- 3Y*
- 13.78%
- 5Y*
- 9.75%
- 10Y*
- 12.24%
SCHD
- 1D
- -0.55%
- 1M
- -3.43%
- YTD
- 12.17%
- 6M
- 12.91%
- 1Y
- 13.70%
- 3Y*
- 11.84%
- 5Y*
- 8.32%
- 10Y*
- 12.25%
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VDADX vs. SCHD - Expense Ratio Comparison
VDADX has a 0.08% expense ratio, which is higher than SCHD's 0.06% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
VDADX vs. SCHD — Risk / Return Rank
VDADX
SCHD
VDADX vs. SCHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX) and Schwab U.S. Dividend Equity ETF (SCHD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| VDADX | SCHD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 0.88 | -0.04 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.32 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.19 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.28 | 1.05 | +0.23 |
Martin ratioReturn relative to average drawdown | 5.71 | 3.55 | +2.16 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VDADX | SCHD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 0.88 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.58 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.74 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.84 | -0.12 |
Correlation
The correlation between VDADX and SCHD is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
VDADX vs. SCHD - Dividend Comparison
VDADX's dividend yield for the trailing twelve months is around 1.58%, less than SCHD's 3.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VDADX Vanguard Dividend Appreciation Index Fund Admiral Shares | 1.58% | 1.60% | 1.71% | 1.86% | 1.94% | 1.53% | 1.61% | 1.69% | 2.07% | 1.88% | 2.14% | 2.34% |
SCHD Schwab U.S. Dividend Equity ETF | 3.46% | 3.82% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% |
Drawdowns
VDADX vs. SCHD - Drawdown Comparison
The maximum VDADX drawdown since its inception was -31.70%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for VDADX and SCHD.
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Drawdown Indicators
| VDADX | SCHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.70% | -33.37% | +1.67% |
Max Drawdown (1Y)Largest decline over 1 year | -10.87% | -12.74% | +1.87% |
Max Drawdown (5Y)Largest decline over 5 years | -20.42% | -16.85% | -3.57% |
Max Drawdown (10Y)Largest decline over 10 years | -31.70% | -33.37% | +1.67% |
Current DrawdownCurrent decline from peak | -6.01% | -3.43% | -2.58% |
Average DrawdownAverage peak-to-trough decline | -3.44% | -3.34% | -0.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.43% | 3.75% | -1.32% |
Volatility
VDADX vs. SCHD - Volatility Comparison
Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX) has a higher volatility of 4.12% compared to Schwab U.S. Dividend Equity ETF (SCHD) at 2.33%. This indicates that VDADX's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VDADX | SCHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.12% | 2.33% | +1.79% |
Volatility (6M)Calculated over the trailing 6-month period | 7.86% | 7.96% | -0.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.33% | 15.69% | -0.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.30% | 14.40% | -0.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.19% | 16.70% | -0.51% |