Do SCHD and VIG overlap?

Yes — at least 7% of the two funds overlaps by portfolio weight across 24 shared positions, computed from each fund's SEC N-PORT filings.

Which has performed better over the last year, SCHD or VIG?

SCHD — 25.5% vs 16.6% trailing 1-year price return. Past performance does not predict future results.

SCHD vs VIG ETF Comparison — Overlap, Performance & Live Signal

SCHD vs VIG — ETF comparison

Two funds head-to-head: live engine reads, trailing performance, and holdings overlap from SEC filings. An engine-read comparison — not a recommendation.

Factor by factor — SCHD (left) vs VIG (right)

Technical

Momentum

Fundamental

Options

Microstructure

Trailing performance — SCHD (left) vs VIG (right)

+8.5%

6-month return

+7.5%

+25.5%

1-year return

+16.6%

+32.6%

5-year return

+50.6%

Holdings overlap — 7% by weight · 24 shared positions

5.90%

TXN

1.15%

3.44%

PEP

0.98%

6.74%

QCOM

0.86%

3.47%

AMGN

0.84%

2.96%

ABT

0.71%

2.90%

ACN

0.50%

2.70%

LMT

0.47%

2.25%

ADP

0.38%

Largest SCHD-only positions: CVX 3.83% · VZ 3.65% · COP 3.51% · MO 2.94% · BMY 2.93%

Largest VIG-only positions: AAPL 4.07% · MSFT 3.97% · V 2.33% · COST 2.03% · CAT 1.87%

From each fund's SEC N-PORT filing (2026-07-24 / 2026-06-26), computed on the 74 of 99 and 250 of 332 equity positions matched to the QuantLogix stock universe — a lower bound, never an estimate.

QuantLogix's 5-factor engine currently reads Schwab US Dividend Equity ETF (SCHD) at 74/100 (strong buy) and Vanguard Dividend Appreciation ETF (VIG) at 48/100 (neutral). SCHD carries the stronger composite read by 26 points, led by technical at 78/100. VIG's strongest leg is technical at 64/100. On trailing price performance, SCHD leads over the last year (+25.5% vs +16.6% for VIG). By filed portfolio weights, at least 7% of the two funds overlaps across 24 shared positions. Signals recompute throughout the trading day — the balance can shift with the tape.

🤖 Want the deeper take? Pro runs a 10-agent AI debate on either name — 5 analysts, bull vs bear, a risk read, and a trader's verdict. See Pro →

Educational market analysis, not investment advice. QuantLogix does not provide personalized recommendations. SCHD ETF page · VIG ETF page · ETF rankings · Equities Network · Verified track record