EHLS vs SCHD
Even Herd Long Short ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. EHLS offers more diversification with 231 holdings.
Side-by-Side Comparison
| Metric | EHLS | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 2.62% | 0.06% | |
| AUM | $58M | $103.7B | |
| Dividend Yield | 0.00% | 3.31% | |
| Holdings | 317 | 104 | |
| YTD Return | +8.85% | +25.62% | |
| 1Y Return | +14.85% | +32.62% | |
| 3Y Return (annualized) | - | +15.58% | |
| 5Y Return (annualized) | - | +9.63% | |
| Volatility (annualized) | 14.6% | 13.6% | |
| Max Drawdown | -19.0% | -33.4% | |
| Fund Family | EVENHERD | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Apr 1, 2024 | Oct 20, 2011 |
EHLS vs SCHD Performance
Even Herd Long Short ETF (EHLS) is a ETF from EVENHERD and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year EHLS returned +14.85% while SCHD returned +32.62%. Year to date, EHLS is up 8.85% versus a gain of 25.62% for SCHD.
Risk: Volatility and Drawdowns
EHLS has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -19.0% for EHLS 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 0.26. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EHLS charges 2.62% per year while SCHD charges 0.06%. On a $10,000 position that is $262 vs $6 annually, a gap of $256 per year that compounds over a long holding period. On income, EHLS currently yields 0.00% against 3.31% for SCHD.
Holdings Overlap
EHLS and SCHD share 2 holdings out of 329 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, EHLS or SCHD?
EHLS has an expense ratio of 2.62% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $256 per year of difference.
Which performed better, EHLS or SCHD?
Over the past year EHLS returned +14.85% vs +32.62% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), EHLS annualized +12.65% vs +11.47% for SCHD. Past performance does not guarantee future results.
Which is riskier, EHLS or SCHD?
EHLS has been the more volatile fund at 14.6% annualized versus 13.6% for SCHD. Worst drawdown: EHLS -19.0% vs SCHD -33.4%.
Should I hold both EHLS and SCHD?
EHLS and SCHD have a monthly-return correlation of 0.26, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EHLS and SCHD?
EHLS and SCHD share 2 common holdings with a 0.0% weight overlap. Combined, they hold 329 unique securities.
Which pays a higher dividend, EHLS or SCHD?
EHLS yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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