DLFE vs SCHD

DLFE vs SCHD

Which is better, DLFE or SCHD?

Option Writing against Large Cap Value.

SCHD has a lower expense ratio.

Lower Fees: 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

MetricDLFESCHD
Expense Ratio0.85%0.06%Best
AUM$68M$112.1B
Dividend Yield0.00%3.00%
Holdings12103
YTD Return+7.54%+23.46%Best
1Y Return-+27.20%
3Y Return (annualized)-+15.41%
5Y Return (annualized)-+10.16%
Fund FamilyFirst Trust Portfolios (US)Charles Schwab Asset Management
CategoryAlternativeEquity
StyleOption WritingLarge Cap Value
InceptionFeb 20, 2026Oct 20, 2011

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

DLFE 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.

DLFE vs SCHD Performance

FT Vest US Equity Dual Directional Buffer ETF - February (DLFE) is an ETF from First Trust Portfolios (US) and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, DLFE is up 7.54% versus a gain of 23.46% for SCHD.

Past performance does not guarantee future results.

Fees and Cost Over Time

DLFE 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, DLFE currently yields 0.00% against 3.00% for SCHD.

You are not choosing between two funds in isolation.

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

DLFESCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DLFE or SCHD?

DLFE has an expense ratio of 0.85% while SCHD charges 0.06%. SCHD is the cheaper option, by $79 a year on a $10,000 investment.

Which pays a higher dividend, DLFE or SCHD?

DLFE yields 0.00% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than DLFE?

SCHD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.