DVND vs SCHD
Touchstone Dividend Select 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 100 holdings.
Side-by-Side Comparison
| Metric | DVND | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.06% | |
| AUM | $54M | $103.7B | |
| Dividend Yield | 1.80% | 3.31% | |
| Holdings | 57 | 104 | |
| YTD Return | +13.96% | +24.26% | |
| 1Y Return | +21.76% | +31.38% | |
| 3Y Return (annualized) | +16.32% | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 13.3% | 13.6% | |
| Max Drawdown | -14.8% | -33.4% | |
| Fund Family | Touchstone Investments | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Aug 2, 2022 | Oct 20, 2011 |
DVND vs SCHD Performance
Touchstone Dividend Select ETF (DVND) is a ETF from Touchstone Investments and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year DVND returned +21.76% while SCHD returned +31.38%. Year to date, DVND is up 13.96% versus a gain of 24.26% for SCHD.
Over three years, DVND compounded at +16.32% per year against +15.08% for SCHD. Across the full 4-year window we track, DVND has the edge at +14.41% annualized vs +11.39%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 13.3% for DVND. 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 -14.8% for DVND 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 0.88. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DVND charges 0.50% per year while SCHD charges 0.06%. On a $10,000 position that is $50 vs $6 annually, a gap of $44 per year that compounds over a long holding period. On income, DVND currently yields 1.80% against 3.31% for SCHD.
Holdings Overlap
DVND and SCHD share 11 holdings out of 145 unique holdings combined, representing a 18.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, DVND or SCHD?
DVND has an expense ratio of 0.50% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $44 per year of difference.
Which performed better, DVND or SCHD?
Over the past year DVND returned +21.76% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (4 years), DVND annualized +14.41% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, DVND or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 13.3% for DVND. Worst drawdown: DVND -14.8% vs SCHD -33.4%.
Should I hold both DVND and SCHD?
DVND and SCHD have a monthly-return correlation of 0.88, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DVND and SCHD?
DVND and SCHD share 11 common holdings with a 18.7% weight overlap. Combined, they hold 145 unique securities.
Which pays a higher dividend, DVND or SCHD?
DVND yields 1.80% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.