EGGQ vs SCHD
NestYield Visionary ETF vs Schwab US Dividend Equity ETF
Which is better, EGGQ or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. EGGQ led over the full window, SCHD over 1Y. SCHD is less concentrated, with 41.5% of the fund in its ten largest positions against 66.9%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | EGGQ | SCHD |
|---|---|---|
| Expense Ratio | 0.93% | 0.06%Best |
| AUM | $81M | $112.2B |
| Dividend Yield | 8.40% | 3.13% |
| Holdings | 45 | 103 |
| YTD Return | +19.50% | +27.56%Best |
| 1Y Return | +25.39% | +30.29%Best |
| 3Y Return (annualized) | - | +16.37% |
| 5Y Return (annualized) | - | +10.23% |
| Volatility (annualized) | 34.7% | 12.8%Best |
| Max Drawdown | -33.6% | -14.0%Best |
| $10,000 over 1.7 years | $14,885Best | $13,553 |
| Top 10 Weight | 66.9% | 41.5%Best |
| Fund Family | NestYield | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Dec 26, 2024 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Dec 30, 2024 to Sep 4, 2026 (1.7 years).
EGGQ vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.7 years both funds cover.
EGGQ vs SCHD Performance
NestYield Visionary ETF (EGGQ) is an ETF from NestYield and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year EGGQ returned +25.39% while SCHD returned +30.29%. Year to date, EGGQ is up 19.50% versus a gain of 27.56% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EGGQ has been the more volatile fund, with annualized monthly volatility of 34.7% compared with 12.8% 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 -14.0% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at -0.17. They move largely independently of each other.
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
We hold position weights for 21 holdings in EGGQ and 100 in SCHD, totalling 97.4% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 21 positions we hold weights for in EGGQ and 100 in SCHD, against full books of 45 and 103.
What only one of them owns
Our book lists 98 positions for SCHD that do not appear in our book for EGGQ (99.7% of the fund), and 20 for EGGQ that do not appear in SCHD (94.7%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of EGGQ and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $87 a year on a $10,000 investment.
Which performed better, EGGQ or SCHD?
Over the past year EGGQ returned +25.39% vs +30.29% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), EGGQ annualized +26.36% vs +19.58% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EGGQ or SCHD?
EGGQ has been the more volatile fund at 34.7% annualized versus 12.8% for SCHD. Worst drawdown: EGGQ -33.6% vs SCHD -14.0%.
Should I hold both EGGQ and SCHD?
EGGQ and SCHD have a monthly-return correlation of -0.17, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
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.
Is SCHD better than EGGQ?
SCHD has a lower expense ratio. EGGQ led over the full window, SCHD over 1Y. SCHD is less concentrated, with 41.5% of the fund in its ten largest positions against 66.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.