SCHD vs. VOO & VTI – Schwab Dividend vs. Vanguard Total Market

Описание: SCHD is a popular dividend ETF from Schwab. VOO and VTI are broad market index funds from Vanguard for the S&P 500 and total U.S. stock market. Let’s compare them.

// TIMESTAMPS:

00:00 - Intro
00:11 - Methodologies
02:01 - Sector Composition
02:48 - Performance
02:55 - AUM and Fees
03:21 - Conclusion
03:57 - Outro

// SUMMARY:

• SCHD is a popular dividend fund from Schwab.
• VOO and VTI are very popular broad U.S. stock funds from Vanguard.
• SCHD tracks the Dow Jones U.S. Dividend 100 Index. VOO tracks the S&P 500 Index. VTI tracks the CRSP US Total Market Index.
• As such, SCHD is solely U.S. dividend stocks, VOO is U.S. large-cap stocks, and VTI is essentially VOO plus small- and mid-cap stocks.
• VOO and VTI include REITs; SCHD does not.
• VOO and VTI are much more diversified than SCHD.
• VOO and VTI outperformed SCHD going back to SCHD’s inception in 2011. Historical performance of VTI and VOO has been nearly identical.
• VOO and VTI are more popular and slightly cheaper than SCHD.
• SCHD is likely unsuitable as a core holding in a well-diversified investment portfolio.

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#investing #stockmarket #etfs

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