VOOG vs. SCHD
Compare and contrast key facts about Vanguard S&P 500 Growth ETF (VOOG) and Schwab US Dividend Equity ETF (SCHD).
VOOG and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 7, 2010. 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 VOOG 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: VOOG or SCHD.
Key characteristics
| VOOG | SCHD | |
|---|---|---|
| YTD Return | 9.82% | 0.51% |
| 1Y Return | 28.92% | 6.50% |
| 3Y Return (Ann) | 6.54% | 3.81% |
| 5Y Return (Ann) | 14.68% | 10.75% |
| 10Y Return (Ann) | 14.25% | 10.85% |
| Sharpe Ratio | 2.14 | 0.60 |
| Daily Std Dev | 13.50% | 11.70% |
| Max Drawdown | -32.73% | -33.37% |
| Current Drawdown | -3.18% | -5.83% |
Correlation
The correlation between VOOG and SCHD is 0.77, 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
VOOG vs. SCHD - Performance Comparison
In the year-to-date period, VOOG achieves a 9.82% return, which is significantly higher than SCHD's 0.51% return. Over the past 10 years, VOOG has outperformed SCHD with an annualized return of 14.25%, while SCHD has yielded a comparatively lower 10.85% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VOOG vs. SCHD - Expense Ratio Comparison
Risk-Adjusted Performance
VOOG vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P 500 Growth ETF (VOOG) 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
VOOG vs. SCHD - Dividend Comparison
VOOG's dividend yield for the trailing twelve months is around 0.90%, less than SCHD's 3.52% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOOG Vanguard S&P 500 Growth ETF | 0.90% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% | 1.46% |
SCHD Schwab US Dividend Equity ETF | 3.52% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
VOOG vs. SCHD - Drawdown Comparison
The maximum VOOG drawdown since its inception was -32.73%, roughly equal to the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for VOOG and SCHD. For additional features, visit the drawdowns tool.
Volatility
VOOG vs. SCHD - Volatility Comparison
Vanguard S&P 500 Growth ETF (VOOG) has a higher volatility of 4.07% compared to Schwab US Dividend Equity ETF (SCHD) at 3.80%. This indicates that VOOG'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.