Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
SCHH vs VIG: how they differ
SCHH and VIG hold 0% of their weight in the same names, and VIG returned more over the year.
Schwab U.S. REIT ETF and Vanguard Dividend Appreciation Index Fund.
What they hold in common
By the books each fund has filed, SCHH and VIG hold 0% of their money in the same securities at the same weight.
| Only in SCHH | Only in VIG |
|---|---|
| Welltower Inc 9.64% | Broadcom Inc 5.21% |
| Prologis Inc 8.97% | Apple Inc 4.10% |
| Equinix Inc 4.89% | Microsoft Corp 3.99% |
| Simon Property Group Inc 4.48% | JPMorgan Chase & Co 3.61% |
| Digital Realty Trust Inc 4.36% | Eli Lilly & Co 3.36% |
| American Tower Corp 4.35% | Exxon Mobil Corp 2.92% |
| Realty Income Corp 4.00% | Walmart Inc 2.62% |
| Public Storage 3.41% | Johnson & Johnson 2.51% |
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 Apr 30, 2026 and May 31, 2026.
| SCHH Schwab U.S. REIT ETF | VIG Vanguard Dividend Appreciation Index Fund | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | Schwab | Vanguard |
| What it is | US REIT | Dividend growth |
| Total return, 1 year | +9.8% | +12.4% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −7.7 pts | −5.1 pts |
| Expense ratio | 0.07% | 0.04% |
| Already in the S&P 500 | 74.0% | 95.7% |
| Holdings | 117 | 332 |
SCHH in plain words
SCHH is an index equity fund tracking the US REIT. Over the year to Sep 11, 2026 it returned +9.8% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.07% a year. By its holdings filed for May 31, 2026, 74% of the fund by weight is stocks the S&P 500 also holds, across 117 positions, with the top ten at 49.8%. It sat 6.7% below its high of Jul 24, 2026 on Sep 11, 2026.
VIG in plain words
VIG is an index equity fund tracking the Dividend growth. Over the year to Sep 11, 2026 it returned +12.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.04% a year. By its holdings filed for Apr 30, 2026, 96% of the fund by weight is stocks the S&P 500 also holds, across 332 positions, with the top ten at 32.7%.
Questions people ask
- Which returned more over the last year, SCHH or VIG?
- In the year to Sep 12, 2026, with distributions reinvested, SCHH returned +9.8% and VIG returned +12.4%, so VIG returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, SCHH or VIG?
- SCHH charges 0.07% a year and VIG charges 0.04%, so VIG is cheaper. Fees come from each fund's prospectus.
- How much do SCHH and VIG overlap with the S&P 500?
- By their latest filed holdings, 74% of SCHH and 96% of VIG by weight is stocks the S&P 500 already holds. Between the two funds, 0% of their books are the same securities at the same weight.
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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.
Cite this page. ETFIQ, SCHH against VIG, data as of Sep 12, 2026. https://etfiq.com/compare/any/SCHH-VIG Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources