DANA vs SCHD
Dana Limited Volatility ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | DANA | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.06% | |
| AUM | $13M | $108.7B | |
| Dividend Yield | 2.35% | 3.13% | |
| Holdings | 83 | 104 | |
| YTD Return | +1.07% | +28.70% | |
| 1Y Return | - | +31.07% | |
| 3Y Return (annualized) | - | +16.88% | |
| 5Y Return (annualized) | - | +10.20% | |
| Volatility (annualized) | - | 13.7% | |
| Max Drawdown | -1.0% | -33.4% | |
| Fund Family | Dana Investment Advisors | Charles Schwab Asset Management | |
| Category | Fixed Income | Equity | |
| Inception | Dec 2, 2025 | Oct 20, 2011 |
DANA vs SCHD Performance
Dana Limited Volatility ETF (DANA) is a ETF from Dana Investment Advisors and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, DANA is up 1.07% versus a gain of 28.70% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -1.0% for DANA and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
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 2.35% against 3.13% for SCHD.
Holdings Overlap
DANA and SCHD share 0 holdings out of 105 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, DANA or SCHD?
DANA has an expense ratio of 0.35% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $29 per year of difference.
What is the holdings overlap between DANA and SCHD?
DANA and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 105 unique securities.
Which pays a higher dividend, DANA or SCHD?
DANA yields 2.35% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.