VDIG vs. SCHV
VDIG (Vanguard Wellington Dividend Growth Active ETF) and SCHV (Schwab U.S. Large-Cap Value ETF) are both Large Cap Value Equities funds. VDIG is actively managed, while SCHV is passively managed. A 0.71 correlation means they provide meaningful diversification when combined. VDIG charges 0.40%/yr vs 0.04%/yr for SCHV.
Performance
VDIG vs. SCHV - Performance Comparison
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Returns By Period
In the year-to-date period, VDIG achieves a 3.45% return, which is significantly lower than SCHV's 17.21% return.
VDIG
- 1D
- 0.30%
- 1M
- 2.20%
- 6M
- 1.33%
- YTD
- 3.45%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SCHV
- 1D
- 0.20%
- 1M
- 1.22%
- 6M
- 13.35%
- YTD
- 17.21%
- 1Y
- 25.24%
- 3Y*
- 17.80%
- 5Y*
- 10.91%
- 10Y*
- 11.30%
VDIG vs. SCHV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
VDIG Vanguard Wellington Dividend Growth Active ETF | 3.45% | 3.50% |
SCHV Schwab U.S. Large-Cap Value ETF | 17.21% | 3.86% |
Correlation
The correlation between VDIG and SCHV is 0.71, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 18, 2025 | 0.71 |
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Return for Risk
VDIG vs. SCHV — Risk / Return Rank
VDIG
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
SCHV
VDIG vs. SCHV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Wellington Dividend Growth Active ETF (VDIG) and Schwab U.S. Large-Cap Value ETF (SCHV). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VDIG | SCHV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.38 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.59 | — |
| Martin ratioReturn relative to average drawdown | — | 14.30 | — |
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Drawdowns
VDIG vs. SCHV - Drawdown Comparison
The maximum VDIG drawdown since its inception was -11.20%, smaller than the maximum SCHV drawdown of -37.08%. Use the drawdown chart below to compare losses from any high point for VDIG and SCHV.
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Drawdown Indicators
| VDIG | SCHV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.20% | -37.08% | +25.88% |
Max Drawdown (1Y)Largest decline over 1 year | — | -6.83% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -15.26% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -19.78% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.08% | — |
Current DrawdownCurrent decline from peak | -0.20% | -1.29% | +1.09% |
Average DrawdownAverage peak-to-trough decline | -2.68% | -3.81% | +1.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.72% | — |
Volatility
VDIG vs. SCHV - Volatility Comparison
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Volatility by Period
| VDIG | SCHV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 4.20% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 8.84% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 11.18% | 11.26% | -0.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.18% | 14.55% | -3.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.18% | 16.91% | -5.73% |
VDIG vs. SCHV - Expense Ratio Comparison
VDIG has a 0.40% expense ratio, which is higher than SCHV's 0.04% expense ratio.
Dividends
VDIG vs. SCHV - Dividend Comparison
VDIG's dividend yield for the trailing twelve months is around 0.12%, less than SCHV's 1.78% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHV Schwab U.S. Large-Cap Value ETF | 1.78% | 2.02% | 2.25% | 2.42% | 2.37% | 1.93% | 3.03% | 3.02% | 3.05% | 2.37% | 2.65% | 2.69% |
VDIG Vanguard Wellington Dividend Growth Active ETF | 0.12% | 0.13% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
VDIG and SCHV have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SCHV is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SCHV is cheaper with a 0.04% expense ratio, compared with 0.40% for VDIG.
SCHV has the higher dividend yield at 1.78%, compared with 0.12% for VDIG.
They also come from different issuers: Vanguard and Charles Schwab. Their fees differ too: 0.40% for VDIG and 0.04% for SCHV.
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