DANA vs SCHD
Dana Limited Volatility ETF vs Schwab US Dividend Equity ETF
Which is better, DANA or SCHD?
SCHD has been ahead.
SCHD has a lower expense ratio. SCHD led over 1Y.
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
| Metric | DANA | SCHD |
|---|---|---|
| Expense Ratio | 0.35% | 0.06%Best |
| AUM | $16M | $111.6B |
| Dividend Yield | 2.88% | 3.24% |
| Holdings | 180 | 206 |
| YTD Return | +1.46% | +30.31%Best |
| 1Y Return | +2.01% | +35.06%Best |
| 3Y Return (annualized) | - | +19.45% |
| 5Y Return (annualized) | - | +10.11% |
| Fund Family | Dana Investment Advisors | Charles Schwab Asset Management |
| Category | Fixed Income | Equity |
| Style | - | Large Cap Value |
| Inception | Dec 2, 2025 | Oct 20, 2011 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
DANA 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.
DANA vs SCHD Performance
Dana Limited Volatility ETF (DANA) is an ETF from Dana Investment Advisors and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year DANA returned +2.01% while SCHD returned +35.06%. Year to date, DANA is up 1.46% versus a gain of 30.31% for SCHD.
Past performance does not guarantee future results.
Fees and Cost Over Time
DANA charges 0.35% per year while SCHD charges 0.06%. On a $10,000 position that is $35 vs $6 annually, a gap of $29 per year that compounds over a long holding period. On income, DANA currently yields 2.88% against 3.24% for SCHD.
Holdings Overlap
We hold position weights for 4 holdings in DANA and 98 in SCHD, totalling 3.2% and 99.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 4 positions we hold weights for in DANA and 98 in SCHD, against full books of 180 and 206.
You are not choosing between two funds in isolation.
Whichever of DANA and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, DANA or SCHD?
DANA has an expense ratio of 0.35% while SCHD charges 0.06%. SCHD is the cheaper option, by $29 a year on a $10,000 investment.
Which performed better, DANA or SCHD?
Over the past year DANA returned +2.01% vs +35.06% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which pays a higher dividend, DANA or SCHD?
DANA yields 2.88% while SCHD yields 3.24%, so SCHD currently pays the higher dividend yield.
Is SCHD better than DANA?
SCHD has a lower expense ratio. SCHD led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.