ESLV vs SCHD
Eventide Large Cap Value ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. ESLV offers more diversification with 120 holdings.
Side-by-Side Comparison
| Metric | ESLV | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.39% | 0.06% | |
| AUM | $15M | $112.2B | |
| Dividend Yield | 0.91% | 3.13% | |
| Holdings | 120 | 103 | |
| YTD Return | +14.62% | +27.89% | |
| 1Y Return | +17.15% | +29.93% | |
| 3Y Return (annualized) | - | +16.13% | |
| 5Y Return (annualized) | - | +10.00% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -5.7% | -33.4% | |
| Fund Family | Eventide | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Sep 30, 2025 | Oct 20, 2011 |
ESLV vs SCHD Performance
Eventide Large Cap Value ETF (ESLV) is a ETF from Eventide and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year ESLV returned +17.15% while SCHD returned +29.93%. Year to date, ESLV is up 14.62% versus a gain of 27.89% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -5.7% for ESLV 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
ESLV 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, ESLV currently yields 0.91% against 3.13% for SCHD.
Holdings Overlap
ESLV and SCHD share 14 holdings out of 206 unique holdings combined, representing a 17.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, ESLV or SCHD?
ESLV 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.
Which performed better, ESLV or SCHD?
Over the past year ESLV returned +17.15% vs +29.93% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between ESLV and SCHD?
ESLV and SCHD share 14 common holdings with a 17.5% weight overlap. Combined, they hold 206 unique securities.
Which pays a higher dividend, ESLV or SCHD?
ESLV yields 0.91% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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