DEHP vs SCHD

DEHP vs SCHD

Which is better, DEHP or SCHD?

Large Cap Blend against Large Cap Value.

SCHD has a lower expense ratio. SCHD led over 1Y, 3Y and the full window.

Lower Fees: SCHDHigher Returns: SCHD

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

MetricDEHPSCHD
Expense Ratio0.41%0.06%Best
AUM$394M$119.9B
Dividend Yield1.54%2.96%
Holdings1,467204
YTD Return+9.56%+32.38%Best
1Y Return+12.55%+38.54%Best
3Y Return (annualized)+18.41%+20.13%Best
5Y Return (annualized)-+10.28%
Volatility (annualized)19.9%15.6%Best
Max Drawdown-23.0%-16.1%Best
$10,000 over 4.5 years$15,736$16,440Best
Fund FamilyDimensionalCharles Schwab Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionApr 26, 2022Oct 20, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 4.5 years row, are measured over the window both funds cover: Apr 27, 2022 to Nov 10, 2026 (4.5 years).

DEHP 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 covers the 4.5 years both funds cover.

DEHP vs SCHD Performance

Dimensional Emerging Markets High Profitability ETF (DEHP) is an ETF from Dimensional and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year DEHP returned +12.55% while SCHD returned +38.54%. Year to date, DEHP is up 9.56% versus a gain of 32.38% for SCHD.

Over three years, DEHP compounded at +18.41% per year against +20.13% for SCHD.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DEHP has been the more volatile fund, with annualized monthly volatility of 19.9% compared with 15.6% 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 -23.0% for DEHP and -16.1% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.37. They move together some of the time, and apart the rest.

Fees and Cost Over Time

DEHP charges 0.41% per year while SCHD charges 0.06%. On a $10,000 position that is $41 vs $6 annually, a gap of $35 per year that compounds over a long holding period. On income, DEHP currently yields 1.54% against 2.96% for SCHD.

You are not choosing between two funds in isolation.

Whichever of DEHP and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

DEHPSCHD

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Frequently Asked Questions

Which is cheaper, DEHP or SCHD?

DEHP has an expense ratio of 0.41% while SCHD charges 0.06%. SCHD is the cheaper option, by $35 a year on a $10,000 investment.

Which performed better, DEHP or SCHD?

Over the past year DEHP returned +12.55% vs +38.54% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DEHP or SCHD?

DEHP has been the more volatile fund at 19.9% annualized versus 15.6% for SCHD. Worst drawdown: DEHP -23.0% vs SCHD -16.1%.

Should I hold both DEHP and SCHD?

DEHP and SCHD have a monthly-return correlation of 0.37, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, DEHP or SCHD?

DEHP yields 1.54% while SCHD yields 2.96%, so SCHD currently pays the higher dividend yield.

Is SCHD better than DEHP?

SCHD has a lower expense ratio. SCHD led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.