COMB vs SCHD
COMB vs SCHD
GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. COMB delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | COMB | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.25% | 0.06% | |
| AUM | $147M | $103.7B | |
| Dividend Yield | 7.94% | 3.31% | |
| Holdings | 29 | 104 | |
| YTD Return | +21.50% | +24.26% | |
| 1Y Return | +34.22% | +31.38% | |
| 3Y Return (annualized) | +11.90% | +15.08% | |
| 5Y Return (annualized) | +10.51% | +9.72% | |
| Volatility (annualized) | 14.5% | 13.6% | |
| Max Drawdown | -33.5% | -33.4% | |
| Fund Family | GraniteShares | Charles Schwab Asset Management | |
| Category | Commodity | Equity | |
| Inception | May 19, 2017 | Oct 20, 2011 |
COMB vs SCHD Performance
GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF (COMB) is a ETF from GraniteShares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year COMB returned +34.22% while SCHD returned +31.38%. Year to date, COMB is up 21.50% versus a gain of 24.26% for SCHD.
Over three years, COMB compounded at +11.90% per year against +15.08% for SCHD; over five years the annualized figures are +10.51% and +9.72% respectively. Across the full 9-year window we track, SCHD has the edge at +11.39% annualized vs +7.17%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
COMB has been the more volatile fund, with annualized monthly volatility of 14.5% 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 -33.5% for COMB 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
COMB charges 0.25% per year while SCHD charges 0.06%. On a $10,000 position that is $25 vs $6 annually, a gap of $19 per year that compounds over a long holding period. On income, COMB currently yields 7.94% against 3.31% for SCHD.
Frequently Asked Questions
Which is cheaper, COMB or SCHD?
COMB has an expense ratio of 0.25% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $19 per year of difference.
Which performed better, COMB or SCHD?
Over the past year COMB returned +34.22% vs +31.38% for SCHD, so COMB leads on 1-year performance. Over the longest common window we track (9 years), COMB annualized +7.17% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, COMB or SCHD?
COMB has been the more volatile fund at 14.5% annualized versus 13.6% for SCHD. Worst drawdown: COMB -33.5% vs SCHD -33.4%.
Should I hold both COMB and SCHD?
COMB and SCHD have a monthly-return correlation of 0.46, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, COMB or SCHD?
COMB yields 7.94% while SCHD yields 3.31%, so COMB currently pays the higher dividend yield.
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