EDOG vs SCHD
ALPS Emerging Sector Dividend Dogs 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 | EDOG | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.60% | 0.06% | |
| AUM | $29M | $108.7B | |
| Dividend Yield | 4.93% | 3.13% | |
| Holdings | 50 | 104 | |
| YTD Return | +4.44% | +26.54% | |
| 1Y Return | +14.12% | +30.90% | |
| 3Y Return (annualized) | +11.00% | +16.29% | |
| 5Y Return (annualized) | +6.17% | +9.65% | |
| Volatility (annualized) | 17.4% | 13.6% | |
| Max Drawdown | -52.3% | -33.4% | |
| Fund Family | ALPS Advisors | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Mar 27, 2014 | Oct 20, 2011 |
EDOG vs SCHD Performance
ALPS Emerging Sector Dividend Dogs ETF (EDOG) is a ETF from ALPS Advisors and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year EDOG returned +14.12% while SCHD returned +30.90%. Year to date, EDOG is up 4.44% versus a gain of 26.54% for SCHD.
Over three years, EDOG compounded at +11.00% per year against +16.29% for SCHD; over five years the annualized figures are +6.17% and +9.65% respectively. Across the full 12-year window we track, SCHD has the edge at +11.51% annualized vs +2.24%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EDOG has been the more volatile fund, with annualized monthly volatility of 17.4% 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 -52.3% for EDOG 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 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EDOG charges 0.60% per year while SCHD charges 0.06%. On a $10,000 position that is $60 vs $6 annually, a gap of $54 per year that compounds over a long holding period. On income, EDOG currently yields 4.93% against 3.13% for SCHD.
Holdings Overlap
EDOG and SCHD share 0 holdings out of 149 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, EDOG or SCHD?
EDOG has an expense ratio of 0.60% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $54 per year of difference.
Which performed better, EDOG or SCHD?
Over the past year EDOG returned +14.12% vs +30.90% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (12 years), EDOG annualized +2.24% vs +11.51% for SCHD. Past performance does not guarantee future results.
Which is riskier, EDOG or SCHD?
EDOG has been the more volatile fund at 17.4% annualized versus 13.6% for SCHD. Worst drawdown: EDOG -52.3% vs SCHD -33.4%.
Should I hold both EDOG and SCHD?
EDOG and SCHD have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EDOG and SCHD?
EDOG and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 149 unique securities.
Which pays a higher dividend, EDOG or SCHD?
EDOG yields 4.93% while SCHD yields 3.13%, so EDOG 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.