DGOC vs SCHD

Quick Verdict

SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: TiedMore Diversified: SCHD

Side-by-Side Comparison

MetricDGOCSCHDWinner
Expense Ratio0.85%0.06%
AUM$5M$103.7B
Dividend Yield0.00%3.31%
Holdings7104
YTD Return+5.08%+25.62%
1Y Return-+32.62%
3Y Return (annualized)-+15.58%
5Y Return (annualized)-+9.63%
Volatility (annualized)-13.6%
Max Drawdown-3.0%-33.4%
Fund FamilyFirst Trust Portfolios (US)Charles Schwab Asset Management
CategoryAlternativeEquity
InceptionOct 17, 2025Oct 20, 2011

DGOC vs SCHD Performance

FT Vest US Equity Buffer & Digital Return ETF - October (DGOC) is a ETF from First Trust Portfolios (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, DGOC is up 5.08% versus a gain of 25.62% for SCHD.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -3.0% for DGOC 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

DGOC charges 0.85% per year while SCHD charges 0.06%. On a $10,000 position that is $85 vs $6 annually, a gap of $79 per year that compounds over a long holding period. On income, DGOC currently yields 0.00% against 3.31% for SCHD.

Holdings Overlap

0.0%overlap

DGOC and SCHD share 0 holdings out of 101 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, DGOC or SCHD?

DGOC has an expense ratio of 0.85% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $79 per year of difference.

What is the holdings overlap between DGOC and SCHD?

DGOC and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.

Which pays a higher dividend, DGOC or SCHD?

DGOC yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.

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