SCHD vs SCHG: Yield, Cost and Returns Compared
As of Nov 5, 2026, SCHD yields more: 2.94% (dividend yield) against 0.42% for SCHG. SCHG is cheaper to own at 0.04% a year vs 0.06%. Over the same 15 years (Oct 2011 to Oct 2026), SCHG returned 17.0% a year with distributions reinvested, and SCHD 13.5%.
| Compared | SCHD | SCHG |
|---|---|---|
| YieldDividend yield | 2.94% | 0.42% |
| Expense ratio | 0.06% | 0.04% |
| Total return, 1 yr | +38.5% | +3.2% |
| Total return, 3 yr (a year) | +20.7% | +24.7% |
| Total return, 5 yr (a year) | +10.6% | +11.7% |
| Total return, 10 yr (a year) | +13.7% | +18.4% |
| Worst drop since Oct 2011 | -21.6% | -31.8% |
| Share price since Oct 2011 | +321% | +810% |
| Pays | Quarterly | Quarterly |
| Issuer | Schwab | Schwab |
| Assets | $121.1B | $61.7B |
| Started | 2011 | 2009 |
| Type | Large Value | Large Growth |
Higher yield
SCHD
2.94%
Lower cost
SCHG
0.04%
Better total return
SCHG
17.0%/yr
Smaller worst drop
SCHD
-21.6%
Key facts: SCHD vs SCHG
Data as of · Source: SmarterDividends data
- As of Nov 5, 2026, SCHD yields 2.94% (dividend yield) and SCHG yields 0.42% (dividend yield).
- SCHD's expense ratio is 0.06% and SCHG's is 0.04%: $6 vs $4 a year on $10,000.
- From Oct 2011 to Oct 2026, $10,000 in SCHD grew to $66,879 (13.5% a year) and $10,000 in SCHG to $105,276 (17.0% a year), distributions reinvested.
- Their worst month-end drops over that time: -21.6% for SCHD and -31.8% for SCHG.
- 0 of SCHD's top ten holdings are also in SCHG's top ten.
Cite this page
SmarterDividends, "SCHD vs SCHG: Yield, Cost and Returns Compared," updated Nov 5, 2026, https://smarterdividends.com/compare/schd-vs-schg
$10,000 in each, Oct 2011 to Oct 2026
Distributions reinvested, month-end values, with the S&P 500 for reference.
SCHD became
$66,879
13.5% a year
SCHG became
$105,276
17.0% a year
Year by year
| Year | SCHD | SCHG |
|---|---|---|
| 2025 | +4.3% | +17.4% |
| 2024 | +11.7% | +34.9% |
| 2023 | +4.5% | +50.1% |
| 2022 | −3.3% | −31.8% |
| 2021 | +29.8% | +28.1% |
| 2020 | +15.0% | +39.1% |
| 2019 | +27.3% | +35.9% |
| 2018 | −5.6% | −1.3% |
| 2017 | +20.8% | +27.4% |
| 2016 | +16.2% | +8.9% |
| 2015 | −0.4% | +3.4% |
| 2014 | +11.4% | +15.9% |
| 2013 | +32.8% | +34.4% |
| 2012 | +11.1% | +16.5% |
Total return each calendar year, distributions reinvested.
Top holdings
No overlap in the top ten.
SCHD
- TXN Texas Instruments Inc4.6%
- COP ConocoPhillips4.3%
- CVX Chevron Corp4.3%
- PG Procter & Gamble Co4.2%
- KO Coca-Cola Co4.1%
- AMGN Amgen Inc4.1%
- HD The Home Depot Inc4.0%
- UNH UnitedHealth Group Inc3.9%
- MRK Merck & Co Inc3.8%
- PEP PepsiCo Inc3.8%
SCHG
- AAPL Apple Inc12.1%
- NVDA NVIDIA Corp11.9%
- MSFT Microsoft Corp9.3%
- AMZN Amazon.com Inc5.7%
- AVGO Broadcom Inc4.1%
- GOOGL Alphabet Inc Class A3.9%
- META Meta Platforms Inc Class A3.8%
- GOOG Alphabet Inc Class C3.2%
- LLY Eli Lilly and Co3.2%
- TSLA Tesla Inc3.1%
SCHD vs SCHG: questions
Is SCHD or SCHG better?
It depends on the job. SCHD pays more today (2.94% vs 0.42%), SCHG costs less, and SCHG has the better total return over Oct 2011 to Oct 2026, with SCHD holding up better in its worst stretch. For income, look at yield and whether the payouts hold up; for growth, total return and drawdowns.
Which pays a higher dividend, SCHD or SCHG?
SCHD, at 2.94% against 0.42% for SCHG as of Nov 5, 2026. On $10,000 that's about $294 vs $42 a year at today's rates.
Which has the better total return?
SCHG. From Oct 2011 to Oct 2026, it returned 17.0% a year with distributions reinvested, against 13.5% for SCHD. $10,000 became $105,276 vs $66,879.
Which is cheaper, SCHD or SCHG?
SCHG, with a 0.04% expense ratio against 0.06%.
Do SCHD and SCHG hold the same things?
Not at the top: none of their top ten holdings match.
Related comparisons
Yields, costs and holdings as each fund reports them (via Yahoo Finance), updated daily; returns from month-end prices with distributions reinvested. SCHG leads on 5 of 8 measures above. For information only, not investment advice. Last fund data: Nov 5, 2026.
