EASY vs SCHD
Liberty One Defensive Dividend Growth ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | EASY | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.85% | 0.06% | |
| AUM | $62M | $103.7B | |
| Dividend Yield | 0.76% | 3.31% | |
| Holdings | 27 | 104 | |
| YTD Return | +8.86% | +24.26% | |
| 1Y Return | - | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -7.8% | -33.4% | |
| Fund Family | Liberty One Investment Management, LLC | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Sep 30, 2025 | Oct 20, 2011 |
EASY vs SCHD Performance
Liberty One Defensive Dividend Growth ETF (EASY) is a ETF from Liberty One Investment Management, LLC and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, EASY is up 8.86% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -7.8% for EASY 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
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 0.76% against 3.31% for SCHD.
Holdings Overlap
EASY and SCHD share 3 holdings out of 122 unique holdings combined, representing a 12.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $79 per year of difference.
What is the holdings overlap between EASY and SCHD?
EASY and SCHD share 3 common holdings with a 12.2% weight overlap. Combined, they hold 122 unique securities.
Which pays a higher dividend, EASY or SCHD?
EASY yields 0.76% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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