EGGY vs SCHD
NestYield Dynamic Income 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 | EGGY | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.92% | 0.06% | |
| AUM | $162M | $108.7B | |
| Dividend Yield | 38.31% | 3.13% | |
| Holdings | 44 | 104 | |
| YTD Return | +21.01% | +26.50% | |
| 1Y Return | +21.23% | +31.25% | |
| 3Y Return (annualized) | - | +16.34% | |
| 5Y Return (annualized) | - | +10.10% | |
| Volatility (annualized) | 33.7% | 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 |
EGGY vs SCHD Performance
NestYield Dynamic Income ETF (EGGY) is a ETF from NestYield and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year EGGY returned +21.23% while SCHD returned +31.25%. Year to date, EGGY is up 21.01% versus a gain of 26.50% for SCHD.
Risk: Volatility and Drawdowns
EGGY has been the more volatile fund, with annualized monthly volatility of 33.7% 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 EGGY 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 -0.16. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EGGY charges 0.92% per year while SCHD charges 0.06%. On a $10,000 position that is $92 vs $6 annually, a gap of $86 per year that compounds over a long holding period. On income, EGGY currently yields 38.31% against 3.13% for SCHD.
Holdings Overlap
EGGY and SCHD share 0 holdings out of 121 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, EGGY or SCHD?
EGGY has an expense ratio of 0.92% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $86 per year of difference.
Which performed better, EGGY or SCHD?
Over the past year EGGY returned +21.23% vs +31.25% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), EGGY annualized +22.55% vs +11.50% for SCHD. Past performance does not guarantee future results.
Which is riskier, EGGY or SCHD?
EGGY has been the more volatile fund at 33.7% annualized versus 13.6% for SCHD. Worst drawdown: EGGY -33.6% vs SCHD -33.4%.
Should I hold both EGGY and SCHD?
EGGY and SCHD have a monthly-return correlation of -0.16, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EGGY and SCHD?
EGGY and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 121 unique securities.
Which pays a higher dividend, EGGY or SCHD?
EGGY yields 38.31% while SCHD yields 3.13%, so EGGY currently pays the higher dividend yield.
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