ESSC vs SCHD
Eventide Small Cap ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. ESSC offers more diversification with 334 holdings.
Side-by-Side Comparison
| Metric | ESSC | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.49% | 0.06% | |
| AUM | $36M | $103.7B | |
| Dividend Yield | 0.40% | 3.31% | |
| Holdings | 335 | 104 | |
| YTD Return | +21.21% | +25.62% | |
| 1Y Return | - | +32.62% | |
| 3Y Return (annualized) | - | +15.58% | |
| 5Y Return (annualized) | - | +9.63% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -9.5% | -33.4% | |
| Fund Family | Eventide | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Sep 30, 2025 | Oct 20, 2011 |
ESSC vs SCHD Performance
Eventide Small Cap ETF (ESSC) is a ETF from Eventide and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, ESSC is up 21.21% versus a gain of 25.62% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -9.5% for ESSC 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
ESSC charges 0.49% per year while SCHD charges 0.06%. On a $10,000 position that is $49 vs $6 annually, a gap of $43 per year that compounds over a long holding period. On income, ESSC currently yields 0.40% against 3.31% for SCHD.
Holdings Overlap
ESSC and SCHD share 4 holdings out of 430 unique holdings combined, representing a 0.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, ESSC or SCHD?
ESSC has an expense ratio of 0.49% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $43 per year of difference.
What is the holdings overlap between ESSC and SCHD?
ESSC and SCHD share 4 common holdings with a 0.4% weight overlap. Combined, they hold 430 unique securities.
Which pays a higher dividend, ESSC or SCHD?
ESSC yields 0.40% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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