DURA vs SCHD
VanEck Durable High Dividend 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 | DURA | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.30% | 0.06% | |
| AUM | $39M | $108.7B | |
| Dividend Yield | 3.10% | 3.13% | |
| Holdings | 71 | 104 | |
| YTD Return | +18.23% | +28.70% | |
| 1Y Return | +18.88% | +32.27% | |
| 3Y Return (annualized) | +11.51% | +17.27% | |
| 5Y Return (annualized) | +7.36% | +10.23% | |
| Volatility (annualized) | 14.5% | 13.7% | |
| Max Drawdown | -35.3% | -33.4% | |
| Fund Family | VanEck | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Oct 30, 2018 | Oct 20, 2011 |
DURA vs SCHD Performance
VanEck Durable High Dividend ETF (DURA) is a ETF from VanEck and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year DURA returned +18.88% while SCHD returned +32.27%. Year to date, DURA is up 18.23% versus a gain of 28.70% for SCHD.
Over three years, DURA compounded at +11.51% per year against +17.27% for SCHD; over five years the annualized figures are +7.36% and +10.23% respectively. Across the full 8-year window we track, SCHD has the edge at +11.63% annualized vs +9.21%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DURA has been the more volatile fund, with annualized monthly volatility of 14.5% compared with 13.7% 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 -35.3% for DURA 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 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
DURA charges 0.30% per year while SCHD charges 0.06%. On a $10,000 position that is $30 vs $6 annually, a gap of $24 per year that compounds over a long holding period. On income, DURA currently yields 3.10% against 3.13% for SCHD.
Holdings Overlap
DURA and SCHD share 17 holdings out of 152 unique holdings combined, representing a 39.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, DURA or SCHD?
DURA has an expense ratio of 0.30% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $24 per year of difference.
Which performed better, DURA or SCHD?
Over the past year DURA returned +18.88% vs +32.27% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (8 years), DURA annualized +9.21% vs +11.63% for SCHD. Past performance does not guarantee future results.
Which is riskier, DURA or SCHD?
DURA has been the more volatile fund at 14.5% annualized versus 13.7% for SCHD. Worst drawdown: DURA -35.3% vs SCHD -33.4%.
Should I hold both DURA and SCHD?
DURA and SCHD have a monthly-return correlation of 0.95, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between DURA and SCHD?
DURA and SCHD share 17 common holdings with a 39.6% weight overlap. Combined, they hold 152 unique securities.
Which pays a higher dividend, DURA or SCHD?
DURA yields 3.10% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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