DUSG vs SCHD
US Small Cap Growth ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. DUSG offers more diversification with 547 holdings.
Side-by-Side Comparison
| Metric | DUSG | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.32% | 0.06% | |
| AUM | $2.1B | $108.7B | |
| Dividend Yield | 0.14% | 3.13% | |
| Holdings | 547 | 104 | |
| YTD Return | +5.01% | +28.70% | |
| 1Y Return | - | +31.07% | |
| 3Y Return (annualized) | - | +16.88% | |
| 5Y Return (annualized) | - | +10.20% | |
| Volatility (annualized) | - | 13.7% | |
| Max Drawdown | -4.2% | -33.4% | |
| Fund Family | Dimensional | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | May 6, 2026 | Oct 20, 2011 |
DUSG vs SCHD Performance
US Small Cap Growth ETF (DUSG) is a ETF from Dimensional and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, DUSG is up 5.01% versus a gain of 28.70% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -4.2% for DUSG and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
DUSG charges 0.32% per year while SCHD charges 0.06%. On a $10,000 position that is $32 vs $6 annually, a gap of $26 per year that compounds over a long holding period. On income, DUSG currently yields 0.14% against 3.13% for SCHD.
Holdings Overlap
DUSG and SCHD share 18 holdings out of 626 unique holdings combined, representing a 1.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, DUSG or SCHD?
DUSG has an expense ratio of 0.32% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $26 per year of difference.
What is the holdings overlap between DUSG and SCHD?
DUSG and SCHD share 18 common holdings with a 1.9% weight overlap. Combined, they hold 626 unique securities.
Which pays a higher dividend, DUSG or SCHD?
DUSG yields 0.14% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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