ESIM vs SCHD
Eventide International ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | ESIM | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.59% | 0.06% | |
| AUM | $27M | $108.7B | |
| Dividend Yield | 1.22% | 3.13% | |
| Holdings | 102 | 104 | |
| YTD Return | +15.80% | +26.50% | |
| 1Y Return | - | +31.25% | |
| 3Y Return (annualized) | - | +16.34% | |
| 5Y Return (annualized) | - | +10.10% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -11.3% | -33.4% | |
| Fund Family | Eventide | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Dec 17, 2025 | Oct 20, 2011 |
ESIM vs SCHD Performance
Eventide International ETF (ESIM) is a ETF from Eventide and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, ESIM is up 15.80% versus a gain of 26.50% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -11.3% for ESIM 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
ESIM charges 0.59% per year while SCHD charges 0.06%. On a $10,000 position that is $59 vs $6 annually, a gap of $53 per year that compounds over a long holding period. On income, ESIM currently yields 1.22% against 3.13% for SCHD.
Holdings Overlap
ESIM and SCHD share 1 holdings out of 214 unique holdings combined, representing a 0.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in ESIM | Weight in SCHD | Difference |
|---|---|---|---|
| ALV | 0.81% | 0.21% | 0.60% |
Frequently Asked Questions
Which is cheaper, ESIM or SCHD?
ESIM has an expense ratio of 0.59% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $53 per year of difference.
What is the holdings overlap between ESIM and SCHD?
ESIM and SCHD share 1 common holdings with a 0.2% weight overlap. Combined, they hold 214 unique securities.
Which pays a higher dividend, ESIM or SCHD?
ESIM yields 1.22% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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