EATZ vs SCHD
AdvisorShares Restaurant 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 | EATZ | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.00% | 0.06% | |
| AUM | $2M | $108.7B | |
| Dividend Yield | 0.48% | 3.13% | |
| Holdings | 22 | 104 | |
| YTD Return | +2.91% | +28.70% | |
| 1Y Return | +3.47% | +32.27% | |
| 3Y Return (annualized) | +10.55% | +17.27% | |
| 5Y Return (annualized) | +1.77% | +10.23% | |
| Volatility (annualized) | 21.3% | 13.7% | |
| Max Drawdown | -34.4% | -33.4% | |
| Fund Family | Advisor Shares | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Apr 20, 2021 | Oct 20, 2011 |
EATZ vs SCHD Performance
AdvisorShares Restaurant ETF (EATZ) is a ETF from Advisor Shares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year EATZ returned +3.47% while SCHD returned +32.27%. Year to date, EATZ is up 2.91% versus a gain of 28.70% for SCHD.
Over three years, EATZ compounded at +10.55% per year against +17.27% for SCHD; over five years the annualized figures are +1.77% and +10.23% respectively. Across the full 5-year window we track, SCHD has the edge at +11.63% annualized vs +2.54%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EATZ has been the more volatile fund, with annualized monthly volatility of 21.3% 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 -34.4% for EATZ 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 0.67. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EATZ charges 1.00% per year while SCHD charges 0.06%. On a $10,000 position that is $100 vs $6 annually, a gap of $94 per year that compounds over a long holding period. On income, EATZ currently yields 0.48% against 3.13% for SCHD.
Holdings Overlap
EATZ and SCHD share 1 holdings out of 121 unique holdings combined, representing a 0.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in EATZ | Weight in SCHD | Difference |
|---|---|---|---|
| DRI | 4.91% | 0.61% | 4.30% |
Frequently Asked Questions
Which is cheaper, EATZ or SCHD?
EATZ has an expense ratio of 1.00% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $94 per year of difference.
Which performed better, EATZ or SCHD?
Over the past year EATZ returned +3.47% vs +32.27% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (5 years), EATZ annualized +2.54% vs +11.63% for SCHD. Past performance does not guarantee future results.
Which is riskier, EATZ or SCHD?
EATZ has been the more volatile fund at 21.3% annualized versus 13.7% for SCHD. Worst drawdown: EATZ -34.4% vs SCHD -33.4%.
Should I hold both EATZ and SCHD?
EATZ and SCHD have a monthly-return correlation of 0.67, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EATZ and SCHD?
EATZ and SCHD share 1 common holdings with a 0.6% weight overlap. Combined, they hold 121 unique securities.
Which pays a higher dividend, EATZ or SCHD?
EATZ yields 0.48% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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