ECML vs SCHD
ECML vs SCHD
Euclidean Fundamental Value ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. ECML delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | ECML | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.95% | 0.06% | |
| AUM | $130M | $103.7B | |
| Dividend Yield | 1.19% | 3.31% | |
| Holdings | 64 | 104 | |
| YTD Return | +21.17% | +24.26% | |
| 1Y Return | +33.32% | +31.38% | |
| 3Y Return (annualized) | +12.88% | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 18.7% | 13.6% | |
| Max Drawdown | -25.4% | -33.4% | |
| Fund Family | Euclidean Technologies | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | May 18, 2023 | Oct 20, 2011 |
ECML vs SCHD Performance
Euclidean Fundamental Value ETF (ECML) is a ETF from Euclidean Technologies and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year ECML returned +33.32% while SCHD returned +31.38%. Year to date, ECML is up 21.17% versus a gain of 24.26% for SCHD.
Over three years, ECML compounded at +12.88% per year against +15.08% for SCHD. Across the full 3-year window we track, ECML has the edge at +16.88% annualized vs +11.39%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ECML has been the more volatile fund, with annualized monthly volatility of 18.7% compared with 13.6% 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 -25.4% for ECML 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 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ECML charges 0.95% per year while SCHD charges 0.06%. On a $10,000 position that is $95 vs $6 annually, a gap of $89 per year that compounds over a long holding period. On income, ECML currently yields 1.19% against 3.31% for SCHD.
Holdings Overlap
ECML and SCHD share 7 holdings out of 156 unique holdings combined, representing a 6.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in ECML | Weight in SCHD | Difference |
|---|---|---|---|
| MO | 2.08% | 3.15% | 1.07% |
| COP | 1.15% | 3.70% | 2.55% |
| BMY | 1.16% | 3.22% | 2.06% |
| EOG | Pro | Pro | Pro |
| DINO | Pro | Pro | Pro |
| APA | Pro | Pro | Pro |
| KFY | Pro | Pro | Pro |
See all 7 holdings ECML shares with SCHD Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, ECML or SCHD?
ECML has an expense ratio of 0.95% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $89 per year of difference.
Which performed better, ECML or SCHD?
Over the past year ECML returned +33.32% vs +31.38% for SCHD, so ECML leads on 1-year performance. Over the longest common window we track (3 years), ECML annualized +16.88% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, ECML or SCHD?
ECML has been the more volatile fund at 18.7% annualized versus 13.6% for SCHD. Worst drawdown: ECML -25.4% vs SCHD -33.4%.
Should I hold both ECML and SCHD?
ECML and SCHD have a monthly-return correlation of 0.82, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ECML and SCHD?
ECML and SCHD share 7 common holdings with a 6.5% weight overlap. Combined, they hold 156 unique securities.
Which pays a higher dividend, ECML or SCHD?
ECML yields 1.19% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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