VGG.TO vs. SCHD
Compare and contrast key facts about Vanguard U.S. Dividend Appreciation Index ETF (VGG.TO) and Schwab US Dividend Equity ETF (SCHD).
VGG.TO and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VGG.TO is a passively managed fund by Vanguard Investments Canada Inc that tracks the performance of the S&P U.S. Dividend Growers Index. It was launched on Aug 2, 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. Both VGG.TO and SCHD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VGG.TO or SCHD.
Correlation
The correlation between VGG.TO and SCHD is 0.76, 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.
Performance
VGG.TO vs. SCHD - Performance Comparison
Key characteristics
VGG.TO:
2.85
SCHD:
1.09
VGG.TO:
4.29
SCHD:
1.62
VGG.TO:
1.55
SCHD:
1.19
VGG.TO:
6.17
SCHD:
1.58
VGG.TO:
21.39
SCHD:
4.35
VGG.TO:
1.28%
SCHD:
2.89%
VGG.TO:
9.60%
SCHD:
11.53%
VGG.TO:
-24.58%
SCHD:
-33.37%
VGG.TO:
0.00%
SCHD:
-4.37%
Returns By Period
In the year-to-date period, VGG.TO achieves a 4.40% return, which is significantly higher than SCHD's 2.42% return. Over the past 10 years, VGG.TO has outperformed SCHD with an annualized return of 13.12%, while SCHD has yielded a comparatively lower 11.52% annualized return.
VGG.TO
4.40%
4.40%
13.46%
28.27%
13.71%
13.12%
SCHD
2.42%
2.42%
4.55%
14.19%
12.00%
11.52%
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VGG.TO vs. SCHD - Expense Ratio Comparison
VGG.TO has a 0.30% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
VGG.TO vs. SCHD — Risk-Adjusted Performance Rank
VGG.TO
SCHD
VGG.TO vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard U.S. Dividend Appreciation Index ETF (VGG.TO) and Schwab US 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.
Dividends
VGG.TO vs. SCHD - Dividend Comparison
VGG.TO's dividend yield for the trailing twelve months is around 1.18%, less than SCHD's 3.56% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGG.TO Vanguard U.S. Dividend Appreciation Index ETF | 1.18% | 1.23% | 1.37% | 1.35% | 1.21% | 1.25% | 1.24% | 1.50% | 1.46% | 1.63% | 1.70% | 1.47% |
SCHD Schwab US Dividend Equity ETF | 3.56% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.07% | 2.63% | 2.89% | 2.97% | 2.62% |
Drawdowns
VGG.TO vs. SCHD - Drawdown Comparison
The maximum VGG.TO drawdown since its inception was -24.58%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for VGG.TO and SCHD. For additional features, visit the drawdowns tool.
Volatility
VGG.TO vs. SCHD - Volatility Comparison
The current volatility for Vanguard U.S. Dividend Appreciation Index ETF (VGG.TO) is 2.58%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.41%. This indicates that VGG.TO experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.