CNRG vs SCHD
State Street SPDR S&P Kensho Clean Power ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | CNRG | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.06% | |
| AUM | $207M | $108.7B | |
| Dividend Yield | 1.34% | 3.13% | |
| Holdings | 43 | 104 | |
| YTD Return | -4.22% | +27.67% | |
| 1Y Return | +27.32% | +31.26% | |
| 3Y Return (annualized) | +8.10% | +16.66% | |
| 5Y Return (annualized) | +0.53% | +10.18% | |
| Volatility (annualized) | 34.9% | 13.6% | |
| Max Drawdown | -68.5% | -33.4% | |
| Fund Family | State Street Investment Management | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Oct 19, 2018 | Oct 20, 2011 |
CNRG vs SCHD Performance
State Street SPDR S&P Kensho Clean Power ETF (CNRG) is a ETF from State Street Investment Management and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year CNRG returned +27.32% while SCHD returned +31.26%. Year to date, CNRG is down 4.22% versus a gain of 27.67% for SCHD.
Over three years, CNRG compounded at +8.10% per year against +16.66% for SCHD; over five years the annualized figures are +0.53% and +10.18% respectively. Across the full 8-year window we track, CNRG has the edge at +16.21% annualized vs +11.57%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CNRG has been the more volatile fund, with annualized monthly volatility of 34.9% compared with 13.6% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -68.5% for CNRG and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.46. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
CNRG charges 0.45% per year while SCHD charges 0.06%. On a $10,000 position that is $45 vs $6 annually, a gap of $39 per year that compounds over a long holding period. On income, CNRG currently yields 1.34% against 3.13% for SCHD.
Holdings Overlap
CNRG and SCHD share 0 holdings out of 141 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CNRG or SCHD?
CNRG has an expense ratio of 0.45% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $39 per year of difference.
Which performed better, CNRG or SCHD?
Over the past year CNRG returned +27.32% vs +31.26% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (8 years), CNRG annualized +16.21% vs +11.57% for SCHD. Past performance does not guarantee future results.
Which is riskier, CNRG or SCHD?
CNRG has been the more volatile fund at 34.9% annualized versus 13.6% for SCHD. Worst drawdown: CNRG -68.5% vs SCHD -33.4%.
Should I hold both CNRG and SCHD?
CNRG and SCHD have a monthly-return correlation of 0.46, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CNRG and SCHD?
CNRG and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 141 unique securities.
Which pays a higher dividend, CNRG or SCHD?
CNRG yields 1.34% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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