DOGG vs SCHD
FT Vest DJIA Dogs 10 Target Income ETF vs Schwab US Dividend Equity ETF
Which is better, DOGG or SCHD?
Allocation/Balanced against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y and the full window.
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
| Metric | DOGG | SCHD |
|---|---|---|
| Expense Ratio | 0.75% | 0.06%Best |
| AUM | $88M | $112.2B |
| Dividend Yield | 8.58% | 3.13% |
| Holdings | 84 | 103 |
| YTD Return | +10.33% | +27.56%Best |
| 1Y Return | +16.71% | +30.29%Best |
| 3Y Return (annualized) | +3.13% | +16.37%Best |
| 5Y Return (annualized) | - | +10.23% |
| Volatility (annualized) | 16.1% | 13.3%Best |
| Max Drawdown | -22.5% | -16.1%Best |
| $10,000 over 3.4 years | $11,035 | $16,491Best |
| Fund Family | First Trust Portfolios (US) | Charles Schwab Asset Management |
| Category | Allocation/Balanced | Equity |
| Style | Allocation/Balanced | Large Cap Value |
| Inception | Apr 26, 2023 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.4 years row, are measured over the window both funds cover: Apr 27, 2023 to Sep 4, 2026 (3.4 years).
DOGG 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 3.4 years both funds cover.
DOGG vs SCHD Performance
FT Vest DJIA Dogs 10 Target Income ETF (DOGG) is an ETF from First Trust Portfolios (US) and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year DOGG returned +16.71% while SCHD returned +30.29%. Year to date, DOGG is up 10.33% versus a gain of 27.56% for SCHD.
Over three years, DOGG compounded at +3.13% per year against +16.37% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DOGG has been the more volatile fund, with annualized monthly volatility of 16.1% compared with 13.3% 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 -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 0.63. They move together some of the time, and apart the rest.
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
At least 33.0% of SCHD's money is in holdings DOGG also owns.
Stated as a floor: for DOGG, our book for it covers 50.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
The two portfolios partly overlap.
8 positions in common, counted across the 10 positions we hold weights for in DOGG and 100 in SCHD, against full books of 84 and 103.
Top Shared Holdings
| Stock | Weight in DOGG | Weight in SCHD | Difference |
|---|---|---|---|
| AMGNAmgen Inc. | 5.31% | 4.62% | 0.69% |
| HDHome Depot Inc/The | 5.32% | 4.32% | 1.00% |
| MRKMerck & Company Inc | 4.96% | 4.26% | 0.70% |
| KOCoca Cola Co. | 4.93% | 4.20% | 0.73% |
| PGProcter & Gamble Company | 5.13% | 3.96% | 1.17% |
| UNHUnitedhealth Group Incorporated | 4.91% | 4.11% | 0.80% |
| VZVerizon Communic | 5.07% | 3.84% | 1.23% |
| CVXChevron Corp | 4.88% | 3.74% | 1.14% |
33.0% of SCHD is already inside DOGG.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
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, by $69 a year on a $10,000 investment.
Which performed better, DOGG or SCHD?
Over the past year DOGG returned +16.71% vs +30.29% 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, DOGG or SCHD?
DOGG has been the more volatile fund at 16.1% annualized versus 13.3% for SCHD. Worst drawdown: DOGG -22.5% vs SCHD -16.1%.
Should I hold both DOGG and SCHD?
DOGG and SCHD have a monthly-return correlation of 0.63, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between DOGG and SCHD?
At least 33.0% of SCHD's money is in holdings DOGG also owns. Our book for DOGG is partial, so the real figure is this or higher. They hold 8 positions in common, counted across the 10 positions we hold weights for in DOGG and 100 in SCHD.
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.
Is SCHD better than DOGG?
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.