Correlation
The correlation between VGG.TO and SCHD is 0.80, 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.
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.
Performance
VGG.TO vs. SCHD - Performance Comparison
Loading data...
Key characteristics
VGG.TO:
0.54
SCHD:
0.21
VGG.TO:
0.77
SCHD:
0.24
VGG.TO:
1.11
SCHD:
1.03
VGG.TO:
0.49
SCHD:
0.09
VGG.TO:
1.75
SCHD:
0.29
VGG.TO:
4.32%
SCHD:
5.24%
VGG.TO:
15.79%
SCHD:
16.46%
VGG.TO:
-24.58%
SCHD:
-33.37%
VGG.TO:
-9.04%
SCHD:
-10.71%
Returns By Period
In the year-to-date period, VGG.TO achieves a -4.97% return, which is significantly lower than SCHD's -4.38% return. Over the past 10 years, VGG.TO has outperformed SCHD with an annualized return of 11.81%, while SCHD has yielded a comparatively lower 10.46% annualized return.
VGG.TO
-4.97%
1.89%
-5.25%
8.95%
13.49%
12.45%
11.81%
SCHD
-4.38%
0.86%
-10.16%
3.27%
4.44%
12.77%
10.46%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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.
Loading data...
Dividends
VGG.TO vs. SCHD - Dividend Comparison
VGG.TO's dividend yield for the trailing twelve months is around 1.34%, less than SCHD's 4.02% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGG.TO Vanguard U.S. Dividend Appreciation Index ETF | 1.34% | 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 | 4.02% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
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.
Loading data...
Volatility
VGG.TO vs. SCHD - Volatility Comparison
Vanguard U.S. Dividend Appreciation Index ETF (VGG.TO) and Schwab US Dividend Equity ETF (SCHD) have volatilities of 4.74% and 4.60%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...