ERNZ vs SCHD

ERNZ vs SCHD

Which is better, ERNZ or SCHD?

Large Cap Blend against Large Cap Value.

SCHD has a lower expense ratio. SCHD led over 1Y and the full window. ERNZ is less concentrated, with 22.5% of the fund in its ten largest positions against 41.8%.

Lower Fees: SCHDHigher Returns: SCHDLess Concentrated: ERNZ

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

MetricERNZSCHD
Expense Ratio3.25%0.06%Best
AUM$6M$112.1B
Dividend Yield8.71%3.00%
Holdings144103
Volatility (annualized)9.6%Best13.8%
Max Drawdown-14.2%Best-16.1%
$10,000 over 1.9 years$9,968$12,795Best
Top 10 Weight22.5%Best41.8%
Fund FamilyTrueSharesCharles Schwab Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionApr 30, 2024Oct 20, 2011

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized).

The two price series end 183 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. ERNZ has data through Mar 24, 2026 and SCHD through Sep 23, 2026.

Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: May 1, 2024 to Mar 24, 2026 (1.9 years).

Risk: Volatility and Drawdowns

SCHD has been the more volatile fund, with annualized monthly volatility of 13.8% compared with 9.6% for ERNZ. 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 -14.2% for ERNZ 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 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

ERNZ charges 3.25% per year while SCHD charges 0.06%. On a $10,000 position that is $325 vs $6 annually, a gap of $319 per year that compounds over a long holding period. On income, ERNZ currently yields 8.71% against 3.00% for SCHD.

Holdings Overlap

ERNZ already in SCHD11.8%
SCHD already in ERNZ20.4%

11.8% of ERNZ's money is in holdings SCHD also owns. 20.4% of SCHD's money is in holdings ERNZ also owns.

SCHD and ERNZ share little of their money.

The two holdings books were reported 213 days apart, ERNZ as of Jan 30, 2026 and SCHD as of Aug 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.

15 positions in common, counted across the 141 positions we hold weights for in ERNZ and 100 in SCHD, against full books of 144 and 103.

What only one of them owns

Our book lists 84 positions for SCHD that do not appear in our book for ERNZ (79.6% of the fund), and 119 for ERNZ that do not appear in SCHD (81.8%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in ERNZWeight in SCHDDifference
AMGNAmgen Inc.0.59%4.70%4.11%
MRKMerck & Company Inc0.36%4.77%4.41%
BMYBristol-Myers Squibb Co.0.33%3.33%3.00%
MOAltria Group Inc0.66%2.79%2.13%
GVMXXState Street Institutional US Government Money Market Fund3.11%0.06%3.05%
UPSUnited Parcel Service, Inc0.50%1.90%1.40%
CWENClearway Energy, Inc., Class C1.58%0.09%1.49%
GISGeneral Mills In0.98%0.54%0.44%
ARESAres Management Corp A0.67%0.74%0.07%
PAGPenske Automotive Group Inc1.11%0.10%1.01%

20.4% of SCHD is already inside ERNZ.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

ERNZSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ERNZ or SCHD?

ERNZ has an expense ratio of 3.25% while SCHD charges 0.06%. SCHD is the cheaper option, by $319 a year on a $10,000 investment.

Which is riskier, ERNZ or SCHD?

SCHD has been the more volatile fund at 13.8% annualized versus 9.6% for ERNZ. Worst drawdown: ERNZ -14.2% vs SCHD -16.1%.

Should I hold both ERNZ and SCHD?

ERNZ and SCHD have a monthly-return correlation of 0.80, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between ERNZ and SCHD?

20.4% of SCHD's money is in holdings ERNZ also owns. 20.4% of SCHD's is in holdings ERNZ also owns. They hold 15 positions in common, counted across the 141 positions we hold weights for in ERNZ and 100 in SCHD.

Which pays a higher dividend, ERNZ or SCHD?

ERNZ yields 8.71% while SCHD yields 3.00%, so ERNZ currently pays the higher dividend yield.

Is SCHD better than ERNZ?

SCHD has a lower expense ratio. SCHD led over 1Y and the full window. ERNZ is less concentrated, with 22.5% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.