ESLG vs SCHD
Eventide Large Cap Growth ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. ESLG offers more diversification with 115 holdings.
Side-by-Side Comparison
| Metric | ESLG | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.39% | 0.06% | |
| AUM | $26M | $108.7B | |
| Dividend Yield | 0.28% | 3.13% | |
| Holdings | 115 | 104 | |
| YTD Return | +18.46% | +26.54% | |
| 1Y Return | - | +30.90% | |
| 3Y Return (annualized) | - | +16.29% | |
| 5Y Return (annualized) | - | +9.65% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -12.4% | -33.4% | |
| Fund Family | Eventide | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Sep 30, 2025 | Oct 20, 2011 |
ESLG vs SCHD Performance
Eventide Large Cap Growth ETF (ESLG) is a ETF from Eventide and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, ESLG is up 18.46% versus a gain of 26.54% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -12.4% for ESLG 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
ESLG charges 0.39% per year while SCHD charges 0.06%. On a $10,000 position that is $39 vs $6 annually, a gap of $33 per year that compounds over a long holding period. On income, ESLG currently yields 0.28% against 3.13% for SCHD.
Holdings Overlap
ESLG and SCHD share 7 holdings out of 208 unique holdings combined, representing a 6.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, ESLG or SCHD?
ESLG has an expense ratio of 0.39% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $33 per year of difference.
What is the holdings overlap between ESLG and SCHD?
ESLG and SCHD share 7 common holdings with a 6.5% weight overlap. Combined, they hold 208 unique securities.
Which pays a higher dividend, ESLG or SCHD?
ESLG yields 0.28% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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