DJIA vs SCHD
Global X Dow 30 Covered Call ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | DJIA | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.60% | 0.06% | |
| AUM | $192M | $108.7B | |
| Dividend Yield | 10.51% | 3.13% | |
| Holdings | 34 | 104 | |
| YTD Return | +8.29% | +27.67% | |
| 1Y Return | +17.07% | +31.26% | |
| 3Y Return (annualized) | +11.71% | +16.66% | |
| 5Y Return (annualized) | - | +10.18% | |
| Volatility (annualized) | 9.4% | 13.6% | |
| Max Drawdown | -16.9% | -33.4% | |
| Fund Family | Global X by mirae Asset | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Feb 23, 2022 | Oct 20, 2011 |
DJIA vs SCHD Performance
Global X Dow 30 Covered Call ETF (DJIA) is a ETF from Global X by mirae Asset and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year DJIA returned +17.07% while SCHD returned +31.26%. Year to date, DJIA is up 8.29% versus a gain of 27.67% for SCHD.
Over three years, DJIA compounded at +11.71% per year against +16.66% for SCHD. Across the full 5-year window we track, SCHD has the edge at +11.57% annualized vs +8.50%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 9.4% for DJIA. 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 -16.9% for DJIA 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 0.73. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DJIA charges 0.60% per year while SCHD charges 0.06%. On a $10,000 position that is $60 vs $6 annually, a gap of $54 per year that compounds over a long holding period. On income, DJIA currently yields 10.51% against 3.13% for SCHD.
Holdings Overlap
DJIA and SCHD share 4 holdings out of 119 unique holdings combined, representing a 15.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, DJIA or SCHD?
DJIA has an expense ratio of 0.60% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $54 per year of difference.
Which performed better, DJIA or SCHD?
Over the past year DJIA returned +17.07% vs +31.26% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (5 years), DJIA annualized +8.50% vs +11.57% for SCHD. Past performance does not guarantee future results.
Which is riskier, DJIA or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 9.4% for DJIA. Worst drawdown: DJIA -16.9% vs SCHD -33.4%.
Should I hold both DJIA and SCHD?
DJIA and SCHD have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DJIA and SCHD?
DJIA and SCHD share 4 common holdings with a 15.7% weight overlap. Combined, they hold 119 unique securities.
Which pays a higher dividend, DJIA or SCHD?
DJIA yields 10.51% while SCHD yields 3.13%, so DJIA currently pays the higher dividend yield.
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