EGGS vs SCHD
NestYield Total Return Guard 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 | EGGS | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.93% | 0.06% | |
| AUM | $63M | $108.7B | |
| Dividend Yield | 21.10% | 3.13% | |
| Holdings | 44 | 104 | |
| YTD Return | +12.75% | +26.50% | |
| 1Y Return | +11.13% | +31.25% | |
| 3Y Return (annualized) | - | +16.34% | |
| 5Y Return (annualized) | - | +10.10% | |
| Volatility (annualized) | 24.6% | 13.6% | |
| Max Drawdown | -24.2% | -33.4% | |
| Fund Family | NestYield | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Dec 26, 2024 | Oct 20, 2011 |
EGGS vs SCHD Performance
NestYield Total Return Guard ETF (EGGS) is a ETF from NestYield and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year EGGS returned +11.13% while SCHD returned +31.25%. Year to date, EGGS is up 12.75% versus a gain of 26.50% for SCHD.
Risk: Volatility and Drawdowns
EGGS has been the more volatile fund, with annualized monthly volatility of 24.6% 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 -24.2% for EGGS 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 -0.28. They move independently enough that combining them can meaningfully diversify a portfolio.
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
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. On a $10,000 investment, that is $87 per year of difference.
Which performed better, EGGS or SCHD?
Over the past year EGGS returned +11.13% vs +31.25% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), EGGS annualized +14.98% vs +11.50% for SCHD. Past performance does not guarantee future results.
Which is riskier, EGGS or SCHD?
EGGS has been the more volatile fund at 24.6% annualized versus 13.6% for SCHD. Worst drawdown: EGGS -24.2% vs SCHD -33.4%.
Should I hold both EGGS and SCHD?
EGGS and SCHD have a monthly-return correlation of -0.28, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EGGS and SCHD?
EGGS and SCHD share 2 common holdings with a 7.6% weight overlap. Combined, they hold 119 unique securities.
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.
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