DOGG vs SCHD
FT Vest DJIA Dogs 10 Target Income 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 | DOGG | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.06% | |
| AUM | $85M | $108.7B | |
| Dividend Yield | 8.58% | 3.13% | |
| Holdings | 42 | 104 | |
| YTD Return | +9.88% | +26.54% | |
| 1Y Return | +17.70% | +30.90% | |
| 3Y Return (annualized) | +2.97% | +16.29% | |
| 5Y Return (annualized) | - | +9.65% | |
| Volatility (annualized) | 16.4% | 13.6% | |
| Max Drawdown | -22.5% | -33.4% | |
| Fund Family | First Trust Portfolios (US) | Charles Schwab Asset Management | |
| Category | Allocation/Balanced | Equity | |
| Inception | Apr 26, 2023 | Oct 20, 2011 |
DOGG vs SCHD Performance
FT Vest DJIA Dogs 10 Target Income ETF (DOGG) is a ETF from First Trust Portfolios (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year DOGG returned +17.70% while SCHD returned +30.90%. Year to date, DOGG is up 9.88% versus a gain of 26.54% for SCHD.
Over three years, DOGG compounded at +2.97% per year against +16.29% for SCHD. Across the full 3-year window we track, SCHD has the edge at +11.51% annualized vs +2.87%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DOGG has been the more volatile fund, with annualized monthly volatility of 16.4% compared with 13.6% 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 -22.5% for DOGG 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 0.64. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
DOGG charges 0.75% per year while SCHD charges 0.06%. On a $10,000 position that is $75 vs $6 annually, a gap of $69 per year that compounds over a long holding period. On income, DOGG currently yields 8.58% against 3.13% for SCHD.
Holdings Overlap
DOGG and SCHD share 8 holdings out of 102 unique holdings combined, representing a 33.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, DOGG or SCHD?
DOGG has an expense ratio of 0.75% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $69 per year of difference.
Which performed better, DOGG or SCHD?
Over the past year DOGG returned +17.70% vs +30.90% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (3 years), DOGG annualized +2.87% vs +11.51% for SCHD. Past performance does not guarantee future results.
Which is riskier, DOGG or SCHD?
DOGG has been the more volatile fund at 16.4% annualized versus 13.6% for SCHD. Worst drawdown: DOGG -22.5% vs SCHD -33.4%.
Should I hold both DOGG and SCHD?
DOGG and SCHD have a monthly-return correlation of 0.64, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DOGG and SCHD?
DOGG and SCHD share 8 common holdings with a 33.0% weight overlap. Combined, they hold 102 unique securities.
Which pays a higher dividend, DOGG or SCHD?
DOGG yields 8.58% while SCHD yields 3.13%, so DOGG currently pays the higher dividend yield.
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