SCHD vs. VTV
Schwab US Dividend Equity ETF
Vanguard Value ETF
Correlation
Compare with
Top 10 shared holdings
Performance Measures**
for the time period Oct 20, 2011 to Aug 14, 2026
1M Trailing Return:
3M Trailing Return:
7.2%
9.4%
4.1%
9.4%
+3.1%
—
1M Trailing Return:
3M Trailing Return:
7.2%
9.4%
4.1%
9.4%
+3.1%
—
Max Drawdown:
Standard Deviation:
-33.4%
15.4%
-36.8%
15.7%
+3.4%
-0.3%
Max Drawdown:
Standard Deviation:
-33.4%
15.4%
-36.8%
15.7%
+3.4%
-0.3%
Sharpe Ratio:
Calmar Ratio:
0.91
0.41
0.89
0.37
+0.02
+0.04
Sharpe Ratio:
Calmar Ratio:
0.91
0.41
0.89
0.37
+0.02
+0.04
What is SCHD?
The ETF seeks investment results that track, as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Dividend 100 Index. Provides exposure to high dividend yielding stocks issued by U.S. companies that have a record of consistently paying dividends and have strong relative fundamental strength based on select financial ratios.
What is VTV?
Seeks to track the performance of the CRSP U.S. Large Cap Value Index which measures the investment return of large-capitalization value stocks. Provides a convenient way to match the performance of many of the nation s largest value stocks. Follows a passively managed full-replication approach.
Snapshot**
- Liquidity: In an active trading strategy (trading multiple time per week), it’s important to consider the liquidity of the ETF you’re using. Lower liquidity can mean more money lost in slippage. AUM and average daily volume are both indicators of liquidity.
- Expense: Some ETFs are more expensive to use than others. For strategies that are focused on longer holding periods, it’s important to factor in how expensive it is to hold this ETF. Expense ratio is the main indicator of how expensive an ETF is.
- Risk: Some ETFs will be highly correlated, but have varying degrees of returns, due to leverage. It’s important to consider if an ETF is using leverage or not. The main indicators of a riskier ETF will be the use of leverage and higher standard deviation or max drawdown in a backtest.
Trading Strategies
Related toSCHD
TQQQ FTLT OVERFIT (255.2% RR/46.4% Max DD)
Category
Tactical market timing, Leveraged ETFs, Tech-heavy, Trend and mean-reversion, Volatility hedging, Risk-on/Risk-off
OOS Cumulative Return
702.08%
Trading Strategies
Related toVTV
Sentiment Gauge
Category
Volatility (VIX) ETFs, tactical timing, T‑bill parking, trend/overheat guards
OOS Cumulative Return
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Disclaimers
We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.
We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.