EASY vs SCHD
Liberty One Defensive Dividend Growth ETF vs Schwab US Dividend Equity ETF
Which is better, EASY or SCHD?
Large Cap Growth against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 51.1%.
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 | EASY | SCHD |
|---|---|---|
| Expense Ratio | 0.85% | 0.06%Best |
| AUM | $63M | $112.1B |
| Dividend Yield | 0.79% | 3.00% |
| Holdings | 26 | 103 |
| YTD Return | +4.45% | +23.46%Best |
| 1Y Return | +4.06% | +27.20%Best |
| 3Y Return (annualized) | - | +15.41% |
| 5Y Return (annualized) | - | +10.16% |
| Volatility (annualized) | 12.5%Best | 13.8% |
| Top 10 Weight | 51.1% | 41.8%Best |
| Fund Family | Liberty One Investment Management, LLC | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Sep 30, 2025 | Oct 20, 2011 |
Not shown on this pair: Max Drawdown, $10,000 over the window.
EASY 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
EASY vs SCHD Performance
Liberty One Defensive Dividend Growth ETF (EASY) is an ETF from Liberty One Investment Management, LLC and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year EASY returned +4.06% while SCHD returned +27.20%. Year to date, EASY is up 4.45% versus a gain of 23.46% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.8% compared with 12.5% for EASY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The two funds' monthly returns correlate at 0.74. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EASY charges 0.85% per year while SCHD charges 0.06%. On a $10,000 position that is $85 vs $6 annually, a gap of $79 per year that compounds over a long holding period. On income, EASY currently yields 0.79% against 3.00% for SCHD.
Holdings Overlap
13.9% of EASY's money is in holdings SCHD also owns. 11.8% of SCHD's money is in holdings EASY also owns.
EASY and SCHD share little of their money.
3 positions in common, counted across the 25 positions we hold weights for in EASY and 100 in SCHD, against full books of 26 and 103.
What only one of them owns
Our book lists 96 positions for SCHD that do not appear in our book for EASY (88.1% of the fund), and 21 for EASY that do not appear in SCHD (82.5%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of EASY and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, EASY or SCHD?
EASY has an expense ratio of 0.85% while SCHD charges 0.06%. SCHD is the cheaper option, by $79 a year on a $10,000 investment.
Which performed better, EASY or SCHD?
Over the past year EASY returned +4.06% vs +27.20% 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, EASY or SCHD?
SCHD has been the more volatile fund at 13.8% annualized versus 12.5% for EASY.
Should I hold both EASY and SCHD?
EASY and SCHD have a monthly-return correlation of 0.74, 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 EASY and SCHD?
13.9% of EASY's money is in holdings SCHD also owns. 11.8% of SCHD's is in holdings EASY also owns. They hold 3 positions in common, counted across the 25 positions we hold weights for in EASY and 100 in SCHD.
Which pays a higher dividend, EASY or SCHD?
EASY yields 0.79% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than EASY?
SCHD has a lower expense ratio. SCHD led over 1Y. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 51.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.