EGGS vs SCHD
NestYield Total Return Guard ETF vs Schwab US Dividend Equity ETF
Which is better, EGGS or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. SCHD is less concentrated, with 41.5% of the fund in its ten largest positions against 62.4%.
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 | EGGS | SCHD |
|---|---|---|
| Expense Ratio | 0.93% | 0.06%Best |
| AUM | $58M | $112.2B |
| Dividend Yield | 21.10% | 3.13% |
| Holdings | 44 | 103 |
| YTD Return | +11.11% | +26.13%Best |
| 1Y Return | +7.85% | +30.01%Best |
| 3Y Return (annualized) | - | +16.09% |
| 5Y Return (annualized) | - | +9.95% |
| Volatility (annualized) | 23.7% | 12.9%Best |
| Max Drawdown | -24.2% | -14.0%Best |
| $10,000 over 1.7 years | $12,395 | $13,238Best |
| Top 10 Weight | 62.4% | 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 27, 2024 to Sep 8, 2026 (1.7 years).
EGGS 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.
EGGS vs SCHD Performance
NestYield Total Return Guard ETF (EGGS) is an ETF from NestYield and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year EGGS returned +7.85% while SCHD returned +30.01%. Year to date, EGGS is up 11.11% versus a gain of 26.13% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EGGS has been the more volatile fund, with annualized monthly volatility of 23.7% compared with 12.9% 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 -24.2% for EGGS 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 -0.30. They move together some of the time, and apart the rest.
Fees and Cost Over Time
EGGS 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, EGGS currently yields 21.10% against 3.13% for SCHD.
Holdings Overlap
8.9% of EGGS's money is in holdings SCHD also owns. 7.6% of SCHD's money is in holdings EGGS also owns.
EGGS and SCHD share little of their money.
2 positions in common, counted across the 21 positions we hold weights for in EGGS and 100 in SCHD, against full books of 44 and 103.
What only one of them owns
Our book lists 96 positions for SCHD that do not appear in our book for EGGS (92.1% of the fund), and 18 for EGGS that do not appear in SCHD (86.5%).
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 EGGS 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, EGGS or SCHD?
EGGS 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, EGGS or SCHD?
Over the past year EGGS returned +7.85% vs +30.01% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), EGGS annualized +13.46% vs +17.94% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EGGS or SCHD?
EGGS has been the more volatile fund at 23.7% annualized versus 12.9% for SCHD. Worst drawdown: EGGS -24.2% vs SCHD -14.0%.
Should I hold both EGGS and SCHD?
EGGS and SCHD have a monthly-return correlation of -0.30, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between EGGS and SCHD?
8.9% of EGGS's money is in holdings SCHD also owns. 7.6% of SCHD's is in holdings EGGS also owns. They hold 2 positions in common, counted across the 21 positions we hold weights for in EGGS and 100 in SCHD.
Which pays a higher dividend, EGGS or SCHD?
EGGS yields 21.10% while SCHD yields 3.13%, so EGGS currently pays the higher dividend yield.
Is SCHD better than EGGS?
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. SCHD is less concentrated, with 41.5% of the fund in its ten largest positions against 62.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.