Which returned more over the last year, SCHD or VBR?

In the year to Sep 12, 2026, with distributions reinvested, SCHD returned +27.6% and VBR returned +16.3%, so SCHD returned more. One year is one year; the longer windows are in the table.

Which is cheaper, SCHD or VBR?

SCHD charges 0.06% a year and VBR charges 0.05%, so VBR is cheaper. Fees come from each fund's prospectus.

How much do SCHD and VBR overlap with the S&P 500?

By their latest filed holdings, 95% of SCHD and 30% of VBR by weight is stocks the S&P 500 already holds. Between the two funds, 4% of their books are the same securities at the same weight.

Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

SCHD vs VBR: how they differ

SCHD and VBR hold 4% of their weight in the same names, and SCHD returned more over the year.

Schwab U.S. Dividend Equity ETF and Vanguard Small-Cap Value Index Fund.

What they hold in common

By the books each fund has filed, SCHD and VBR hold 4% of their money in the same securities at the same weight.

Positions SCHD and VBR both hold, largest shared weight first
Holding	SCHD	VBR
East West Bancorp Inc	0.42%	0.38%
Best Buy Co Inc	0.38%	0.33%
Fidelity National Financial Inc	0.30%	0.26%
APA Corp	0.33%	0.25%
HF Sinclair Corp	0.28%	0.23%
Skyworks Solutions Inc	0.29%	0.22%
American Financial Group Inc/OH	0.23%	0.20%
Columbia Banking System Inc	0.22%	0.20%
General Mills Inc	0.46%	0.20%
Old Republic International Corp	0.21%	0.19%
Broadridge Financial Solutions Inc	0.45%	0.17%
Booz Allen Hamilton Holding Corp	0.24%	0.16%

Largest positions each one holds and the other does not
Only in SCHD	Only in VBR
QUALCOMM Inc 6.75%	Jabil Inc 0.87%
Texas Instruments Inc 5.92%	NRG Energy Inc 0.66%
UnitedHealth Group Inc 5.10%	Tapestry Inc 0.64%
Coca-Cola Co/The 3.96%	Atmos Energy Corp 0.62%
Merck & Co Inc 3.87%	Williams-Sonoma Inc 0.59%
Chevron Corp 3.84%	Moderna Inc 0.54%
Verizon Communications Inc 3.66%	Smurfit Westrock PLC 0.52%
Procter & Gamble Co/The 3.55%	F5 Inc 0.50%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026 and May 31, 2026.

SCHD and VBR on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
	SCHD Schwab U.S. Dividend Equity ETF	VBR Vanguard Small-Cap Value Index Fund
Where it sits	Core index fund	Core index fund
Issuer	Schwab	Vanguard
What it is	US dividend	Small-Cap Value
Total return, 1 year	+27.6%	+16.3%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	+10.1 pts	−1.2 pts
Expense ratio	0.06%	0.05%
Already in the S&P 500	95.1%	30.5%
Holdings	99	840

SCHD in plain words

SCHD is an index equity fund tracking the US dividend. Over the year to Sep 11, 2026 it returned +27.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.06% a year. By its holdings filed for May 31, 2026, 95% of the fund by weight is stocks the S&P 500 also holds, across 99 positions, with the top ten at 43.7%. It sat 3.1% below its high of Aug 24, 2026 on Sep 11, 2026.

VBR in plain words

VBR is an index equity fund tracking the Small-Cap Value. Over the year to Sep 11, 2026 it returned +16.3% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.05% a year. By its holdings filed for Jun 30, 2026, 30% of the fund by weight is stocks the S&P 500 also holds, across 840 positions, with the top ten at 5.9%. It sat 3.8% below its high of Aug 14, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, SCHD or VBR?: In the year to Sep 12, 2026, with distributions reinvested, SCHD returned +27.6% and VBR returned +16.3%, so SCHD returned more. One year is one year; the longer windows are in the table.
Which is cheaper, SCHD or VBR?: SCHD charges 0.06% a year and VBR charges 0.05%, so VBR is cheaper. Fees come from each fund's prospectus.
How much do SCHD and VBR overlap with the S&P 500?: By their latest filed holdings, 95% of SCHD and 30% of VBR by weight is stocks the S&P 500 already holds. Between the two funds, 4% of their books are the same securities at the same weight.

Other comparisons

Where to next

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

SCHD against VBR, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, SCHD against VBR, data as of Sep 12, 2026. https://etfiq.com/compare/any/SCHD-VBR Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources