EGGY vs SCHD
NestYield Dynamic Income ETF vs Schwab US Dividend Equity ETF
Which is better, EGGY or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y and the full window.
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 | EGGY | SCHD |
|---|---|---|
| Expense Ratio | 0.92% | 0.06%Best |
| AUM | $123M | $119.9B |
| Dividend Yield | 49.78% | 2.96% |
| Holdings | 66 | 204 |
| YTD Return | -16.33% | +32.38%Best |
| 1Y Return | -21.62% | +38.54%Best |
| 3Y Return (annualized) | - | +20.13% |
| 5Y Return (annualized) | - | +10.28% |
| Volatility (annualized) | 38.1% | 14.8%Best |
| Max Drawdown | -48.7% | -14.0%Best |
| $10,000 over 1.9 years | $9,646 | $13,961Best |
| Fund Family | NestYield | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Dec 26, 2024 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Dec 27, 2024 to Nov 10, 2026 (1.9 years).
EGGY 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 1.9 years both funds cover.
EGGY vs SCHD Performance
NestYield Dynamic Income ETF (EGGY) is an ETF from NestYield and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year EGGY returned -21.62% while SCHD returned +38.54%. Year to date, EGGY is down 16.33% versus a gain of 32.38% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EGGY has been the more volatile fund, with annualized monthly volatility of 38.1% compared with 14.8% 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 -48.7% for EGGY 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 -0.34. They move together some of the time, and apart the rest.
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 49.78% against 2.96% for SCHD.
You are not choosing between two funds in isolation.
Whichever of EGGY 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, EGGY or SCHD?
EGGY has an expense ratio of 0.92% while SCHD charges 0.06%. SCHD is the cheaper option, by $86 a year on a $10,000 investment.
Which performed better, EGGY or SCHD?
Over the past year EGGY returned -21.62% vs +38.54% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), EGGY annualized -1.88% vs +19.20% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EGGY or SCHD?
EGGY has been the more volatile fund at 38.1% annualized versus 14.8% for SCHD. Worst drawdown: EGGY -48.7% vs SCHD -14.0%.
Should I hold both EGGY and SCHD?
EGGY and SCHD have a monthly-return correlation of -0.34, 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, EGGY or SCHD?
EGGY yields 49.78% while SCHD yields 2.96%, so EGGY currently pays the higher dividend yield.
Is SCHD better than EGGY?
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.