EGGQ vs SCHD
NestYield Visionary 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 | EGGQ | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.93% | 0.06% | |
| AUM | $86M | $108.7B | |
| Dividend Yield | 8.40% | 3.13% | |
| Holdings | 45 | 104 | |
| YTD Return | +25.93% | +26.54% | |
| 1Y Return | +29.54% | +30.90% | |
| 3Y Return (annualized) | - | +16.29% | |
| 5Y Return (annualized) | - | +9.65% | |
| Volatility (annualized) | 36.4% | 13.6% | |
| Max Drawdown | -33.6% | -33.4% | |
| Fund Family | NestYield | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Dec 26, 2024 | Oct 20, 2011 |
EGGQ vs SCHD Performance
NestYield Visionary ETF (EGGQ) is a ETF from NestYield and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year EGGQ returned +29.54% while SCHD returned +30.90%. Year to date, EGGQ is up 25.93% versus a gain of 26.54% for SCHD.
Risk: Volatility and Drawdowns
EGGQ has been the more volatile fund, with annualized monthly volatility of 36.4% 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 -33.6% for EGGQ 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 -0.15. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EGGQ charges 0.93% per year while SCHD charges 0.06%. On a $10,000 position that is $93 vs $6 annually, a gap of $87 per year that compounds over a long holding period. On income, EGGQ currently yields 8.40% against 3.13% for SCHD.
Holdings Overlap
EGGQ and SCHD share 0 holdings out of 122 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, EGGQ or SCHD?
EGGQ has an expense ratio of 0.93% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $87 per year of difference.
Which performed better, EGGQ or SCHD?
Over the past year EGGQ returned +29.54% vs +30.90% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), EGGQ annualized +31.60% vs +11.51% for SCHD. Past performance does not guarantee future results.
Which is riskier, EGGQ or SCHD?
EGGQ has been the more volatile fund at 36.4% annualized versus 13.6% for SCHD. Worst drawdown: EGGQ -33.6% vs SCHD -33.4%.
Should I hold both EGGQ and SCHD?
EGGQ and SCHD have a monthly-return correlation of -0.15, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EGGQ and SCHD?
EGGQ and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 122 unique securities.
Which pays a higher dividend, EGGQ or SCHD?
EGGQ yields 8.40% while SCHD yields 3.13%, so EGGQ currently pays the higher dividend yield.
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