EHLS vs SCHD
Even Herd Long Short ETF vs Schwab US Dividend Equity ETF
Which is better, EHLS or SCHD?
Long-Short Strategy 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 | EHLS | SCHD |
|---|---|---|
| Expense Ratio | 3.35% | 0.06%Best |
| AUM | $58M | $112.1B |
| Dividend Yield | 0.00% | 3.00% |
| Holdings | 235 | 103 |
| YTD Return | +8.13% | +23.46%Best |
| 1Y Return | +11.26% | +27.20%Best |
| 3Y Return (annualized) | - | +15.41% |
| 5Y Return (annualized) | - | +10.16% |
| Volatility (annualized) | 14.5% | 13.1%Best |
| Max Drawdown | -19.0% | -16.1%Best |
| $10,000 over 2.5 years | $13,213 | $13,846Best |
| Fund Family | EVENHERD | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Long-Short Strategy | Large Cap Value |
| Inception | Apr 1, 2024 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Apr 2, 2024 to Sep 18, 2026 (2.5 years).
EHLS 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 2.5 years both funds cover.
EHLS vs SCHD Performance
Even Herd Long Short ETF (EHLS) is an ETF from EVENHERD and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year EHLS returned +11.26% while SCHD returned +27.20%. Year to date, EHLS is up 8.13% versus a gain of 23.46% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EHLS has been the more volatile fund, with annualized monthly volatility of 14.5% compared with 13.1% 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 -16.1% 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 0.22. They move largely independently of each other.
Fees and Cost Over Time
EHLS charges 3.35% per year while SCHD charges 0.06%. On a $10,000 position that is $335 vs $6 annually, a gap of $329 per year that compounds over a long holding period. On income, EHLS currently yields 0.00% against 3.00% for SCHD.
Holdings Overlap
At least 0.7% of SCHD's money is in holdings EHLS also owns.
Only one direction is shown: for EHLS, our book for it lists positions totalling 120.0% of the fund, which is what a leveraged book looks like and is not a denominator we can divide by.
We cannot see either book well enough to say how much of this pair is duplicated.
2 positions in common, counted across the 230 positions we hold weights for in EHLS and 100 in SCHD, against full books of 235 and 103.
You are not choosing between two funds in isolation.
Whichever of EHLS 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, EHLS or SCHD?
EHLS has an expense ratio of 3.35% while SCHD charges 0.06%. SCHD is the cheaper option, by $329 a year on a $10,000 investment.
Which performed better, EHLS or SCHD?
Over the past year EHLS returned +11.26% vs +27.20% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EHLS or SCHD?
EHLS has been the more volatile fund at 14.5% annualized versus 13.1% for SCHD. Worst drawdown: EHLS -19.0% vs SCHD -16.1%.
Should I hold both EHLS and SCHD?
EHLS and SCHD have a monthly-return correlation of 0.22, 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, EHLS or SCHD?
EHLS yields 0.00% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than EHLS?
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.