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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.

SCHD
Schwab US Dividend Equity ETF
45/100
NEUTRAL
$32.72 · +0.18% · Dividend
Full ETF page →
VS
engine lead
VIG
Vanguard Dividend Appreciation ETF
58/100
BUY
$235.05 · +0.65% · Dividend
Full ETF page →
Factor by factor — SCHD (left) vs VIG (right)
64
Technical
59
55
Momentum
52
49
Fundamental
50
70
Options
52
33
Microstructure
58
Trailing performance — SCHD (left) vs VIG (right)
+7.1%
6-month return
+8.8%
+19.7%
1-year return
+8.3%
+30.5%
5-year return
+51.5%
Holdings overlap — 6.8% by weight · 24 shared positions
5.90%
1.08%
3.47%
0.90%
3.44%
0.82%
2.96%
0.80%
6.74%
0.67%
2.70%
0.51%
2.25%
0.46%
2.90%
0.44%
Largest SCHD-only positions: CVX 3.83% · VZ 3.65% · COP 3.51% · MO 2.94% · BMY 2.93%
Largest VIG-only positions: AAPL 4.45% · MSFT 4.34% · XOM 2.78% · V 2.45% · MA 2.00%

From each fund's SEC N-PORT filing (2026-07-24 / 2026-09-28), computed on the 74 of 99 and 252 of 333 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 45/100 (neutral) and Vanguard Dividend Appreciation ETF (VIG) at 58/100 (buy). VIG carries the stronger composite read by 13 points, led by technical at 59/100. SCHD's strongest leg is options at 70/100. On trailing price performance, SCHD leads over the last year (+19.7% vs +8.3% for VIG). By filed portfolio weights, at least 6.8% of the two funds overlaps across 24 shared positions. Signals recompute throughout the trading day — the balance can shift with the tape.

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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