ESBG vs SCHD
First Trust Enhanced Stocks, Bonds & Gold ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | ESBG | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.95% | 0.06% | |
| AUM | $2M | $103.7B | |
| Dividend Yield | 0.56% | 3.31% | |
| Holdings | 2 | 104 | |
| YTD Return | +3.92% | +25.62% | |
| 1Y Return | - | +32.62% | |
| 3Y Return (annualized) | - | +15.58% | |
| 5Y Return (annualized) | - | +9.63% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -18.8% | -33.4% | |
| Fund Family | First Trust Portfolios (US) | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Nov 18, 2025 | Oct 20, 2011 |
ESBG vs SCHD Performance
First Trust Enhanced Stocks, Bonds & Gold ETF (ESBG) is a ETF from First Trust Portfolios (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, ESBG is up 3.92% versus a gain of 25.62% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -18.8% for ESBG and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
ESBG charges 0.95% per year while SCHD charges 0.06%. On a $10,000 position that is $95 vs $6 annually, a gap of $89 per year that compounds over a long holding period. On income, ESBG currently yields 0.56% against 3.31% for SCHD.
Frequently Asked Questions
Which is cheaper, ESBG or SCHD?
ESBG has an expense ratio of 0.95% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $89 per year of difference.
Which pays a higher dividend, ESBG or SCHD?
ESBG yields 0.56% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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