ESGV vs SCHH

Vanguard ESG US Stock ETF vs Schwab US REIT ETF

Quick take
  • SCHH has the lower expense ratio at 0.07% vs 0.09% for ESGV.
  • SCHH pays a higher dividend yield (2.78%).

Side-by-side metrics

MetricESGVSCHH
Expense ratio
Annual fee. Lower is better.
0.09%0.07%
Dividend yield
Trailing 12-month yield.
0.90%2.78%
AUM
Assets under management — bigger funds are typically more liquid.
$12.47B$9.93B
YTD return
7.17%13.68%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
1.121.05
P/E ratio
29.0030.73
Last price
$128.94$23.44
Inception
Issuer
VanguardSchwab

ESGV top holdings

Top holdings · ESGV
NVDANVIDIA Corp8.22%
AAPLApple Inc7.36%
MSFTMicrosoft Corp5.53%
AMZNAmazon.com Inc4.02%
GOOGLAlphabet Inc Class A3.37%
AVGOBroadcom Inc2.88%
GOOGAlphabet Inc Class C2.73%
METAMeta Platforms Inc Class A2.52%
TSLATesla Inc2.11%
JPMJPMorgan Chase & Co1.50%
Sector breakdown · ESGV
Real Estate2.9%
Consumer Cyclical12.3%
Basic Materials2.0%
Consumer Defensive4.3%
Technology37.6%
Communication Services12.4%
Financial Services12.8%
Utilities0.2%
Industrials4.5%
Healthcare11.0%

SCHH top holdings

Top holdings · SCHH
WELLWelltower Inc10.09%
PLDPrologis Inc8.80%
EQIXEquinix Inc5.06%
DLRDigital Realty Trust Inc4.52%
SPGSimon Property Group Inc4.43%
AMTAmerican Tower Corp4.20%
ORealty Income Corp4.19%
PSAPublic Storage3.34%
VTRVentas Inc2.99%
CCICrown Castle Inc2.69%
Sector breakdown · SCHH
Real Estate100.0%

About ESGV

ESGV (Vanguard ESG US Stock ETF) is Broad US market with ESG screens applied. Managed by Vanguard, the fund carries $12.5B in assets under management, an expense ratio of 0.09%, a dividend yield of 0.90%. Its largest holding is NVIDIA Corp (NVDA), which represents 8.2% of the portfolio. Real Estate is the fund's largest sector exposure at 2.9%.

About SCHH

SCHH (Schwab US REIT ETF) is US REITs at very low cost. Managed by Schwab, the fund carries $9.9B in assets under management, an expense ratio of 0.07%, a dividend yield of 2.78%. Its largest holding is Welltower Inc (WELL), which represents 10.1% of the portfolio. Real Estate is the fund's largest sector exposure at 100.0%.