EMDV vs SCHD
ProShares MSCI Emerging Markets Dividend Growers 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 100 holdings.
Side-by-Side Comparison
| Metric | EMDV | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.60% | 0.06% | |
| AUM | $7M | $103.7B | |
| Dividend Yield | 1.99% | 3.31% | |
| Holdings | 49 | 104 | |
| YTD Return | +1.43% | +25.58% | |
| 1Y Return | +3.92% | +31.06% | |
| 3Y Return (annualized) | +3.45% | +15.55% | |
| 5Y Return (annualized) | -1.84% | +9.61% | |
| Volatility (annualized) | 16.1% | 13.6% | |
| Max Drawdown | -39.2% | -33.4% | |
| Fund Family | ProShares | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jan 25, 2016 | Oct 20, 2011 |
EMDV vs SCHD Performance
ProShares MSCI Emerging Markets Dividend Growers ETF (EMDV) is a ETF from ProShares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year EMDV returned +3.92% while SCHD returned +31.06%. Year to date, EMDV is up 1.43% versus a gain of 25.58% for SCHD.
Over three years, EMDV compounded at +3.45% per year against +15.55% for SCHD; over five years the annualized figures are -1.84% and +9.61% respectively. Across the full 11-year window we track, SCHD has the edge at +11.46% annualized vs +3.81%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EMDV has been the more volatile fund, with annualized monthly volatility of 16.1% 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 -39.2% for EMDV 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 0.58. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EMDV charges 0.60% per year while SCHD charges 0.06%. On a $10,000 position that is $60 vs $6 annually, a gap of $54 per year that compounds over a long holding period. On income, EMDV currently yields 1.99% against 3.31% for SCHD.
Holdings Overlap
EMDV and SCHD share 0 holdings out of 148 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, EMDV or SCHD?
EMDV has an expense ratio of 0.60% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $54 per year of difference.
Which performed better, EMDV or SCHD?
Over the past year EMDV returned +3.92% vs +31.06% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (11 years), EMDV annualized +3.81% vs +11.46% for SCHD. Past performance does not guarantee future results.
Which is riskier, EMDV or SCHD?
EMDV has been the more volatile fund at 16.1% annualized versus 13.6% for SCHD. Worst drawdown: EMDV -39.2% vs SCHD -33.4%.
Should I hold both EMDV and SCHD?
EMDV and SCHD have a monthly-return correlation of 0.58, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EMDV and SCHD?
EMDV and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 148 unique securities.
Which pays a higher dividend, EMDV or SCHD?
EMDV yields 1.99% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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