ANGU vs SCHD

ANGU vs SCHD

Which is better, ANGU or SCHD?

Large Cap Blend against Large Cap Value.

SCHD has a lower expense ratio. ANGU is less concentrated, with 38.3% of the fund in its ten largest positions against 41.8%.

Lower Fees: SCHDLess Concentrated: ANGU

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricANGUSCHD
Expense Ratio0.10%0.06%Best
AUM$445M$112.1B
Dividend Yield0.00%3.00%
Holdings239103
YTD Return-0.37%+23.46%Best
1Y Return-+27.20%
3Y Return (annualized)-+15.41%
5Y Return (annualized)-+10.16%
Top 10 Weight38.3%Best41.8%
Fund FamilySEI EXCHANGE TRADED FUNDSCharles Schwab Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionAug 6, 2026Oct 20, 2011

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

ANGU vs SCHD growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

ANGU vs SCHD Performance

SEI Ang Research Enhanced US Large Cap ETF (ANGU) is an ETF from SEI EXCHANGE TRADED FUNDS and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, ANGU is down 0.37% versus a gain of 23.46% for SCHD.

Past performance does not guarantee future results.

Fees and Cost Over Time

ANGU charges 0.10% per year while SCHD charges 0.06%. On a $10,000 position that is $10 vs $6 annually, a gap of $4 per year that compounds over a long holding period. On income, ANGU currently yields 0.00% against 3.00% for SCHD.

Holdings Overlap

ANGU already in SCHD6.7%
SCHD already in ANGU49.0%

6.7% of ANGU's money is in holdings SCHD also owns. 49.0% of SCHD's money is in holdings ANGU also owns.

The two portfolios partly overlap.

18 positions in common, counted across the 239 positions we hold weights for in ANGU and 100 in SCHD, against full books of 239 and 103.

What only one of them owns

Our book lists 81 positions for SCHD that do not appear in our book for ANGU (50.9% of the fund), and 215 for ANGU that do not appear in SCHD (92.2%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in ANGUWeight in SCHDDifference
MRKMerck & Company Inc0.49%4.77%4.28%
AMGNAmgen Inc.0.37%4.70%4.33%
VZVerizon Communic0.60%3.97%3.37%
KOCoca Cola Co.0.38%4.17%3.79%
UNHUnitedhealth Group Incorporated0.38%3.82%3.44%
BMYBristol-Myers Squibb Co.0.55%3.33%2.78%
PEPPepsico Inc.0.23%3.64%3.41%
MOAltria Group Inc0.80%2.79%1.99%
TXNTexas Instrument Inc0.30%3.13%2.83%
ADPAutomatic Data Processing, Inc.0.26%2.79%2.53%

49.0% of SCHD is already inside ANGU.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

ANGUSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ANGU or SCHD?

ANGU has an expense ratio of 0.10% while SCHD charges 0.06%. SCHD is the cheaper option, by $4 a year on a $10,000 investment.

What is the holdings overlap between ANGU and SCHD?

49.0% of SCHD's money is in holdings ANGU also owns. 49.0% of SCHD's is in holdings ANGU also owns. They hold 18 positions in common, counted across the 239 positions we hold weights for in ANGU and 100 in SCHD.

Which pays a higher dividend, ANGU or SCHD?

ANGU yields 0.00% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than ANGU?

SCHD has a lower expense ratio. ANGU is less concentrated, with 38.3% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.