EUDV vs SCHD

Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: SCHD

Side-by-Side Comparison

MetricEUDVSCHDWinner
Expense Ratio0.55%0.06%
AUM$8M$103.7B
Dividend Yield2.10%3.31%
Holdings48104
YTD Return+6.51%+24.26%
1Y Return+8.15%+31.38%
3Y Return (annualized)+8.71%+15.08%
5Y Return (annualized)+1.87%+9.72%
Volatility (annualized)15.9%13.6%
Max Drawdown-37.5%-33.4%
Fund FamilyProSharesCharles Schwab Asset Management
CategoryEquityEquity
InceptionSep 9, 2015Oct 20, 2011

EUDV vs SCHD Performance

ProShares MSCI Europe Dividend Growers ETF (EUDV) is a ETF from ProShares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year EUDV returned +8.15% while SCHD returned +31.38%. Year to date, EUDV is up 6.51% versus a gain of 24.26% for SCHD.

Over three years, EUDV compounded at +8.71% per year against +15.08% for SCHD; over five years the annualized figures are +1.87% and +9.72% respectively. Across the full 11-year window we track, SCHD has the edge at +11.39% annualized vs +5.09%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EUDV has been the more volatile fund, with annualized monthly volatility of 15.9% compared with 13.6% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -37.5% for EUDV and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.74. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

EUDV charges 0.55% per year while SCHD charges 0.06%. On a $10,000 position that is $55 vs $6 annually, a gap of $49 per year that compounds over a long holding period. On income, EUDV currently yields 2.10% against 3.31% for SCHD.

Holdings Overlap

0.0%overlap

EUDV and SCHD share 0 holdings out of 145 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, EUDV or SCHD?

EUDV has an expense ratio of 0.55% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $49 per year of difference.

Which performed better, EUDV or SCHD?

Over the past year EUDV returned +8.15% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (11 years), EUDV annualized +5.09% vs +11.39% for SCHD. Past performance does not guarantee future results.

Which is riskier, EUDV or SCHD?

EUDV has been the more volatile fund at 15.9% annualized versus 13.6% for SCHD. Worst drawdown: EUDV -37.5% vs SCHD -33.4%.

Should I hold both EUDV and SCHD?

EUDV and SCHD have a monthly-return correlation of 0.74, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EUDV and SCHD?

EUDV and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 145 unique securities.

Which pays a higher dividend, EUDV or SCHD?

EUDV yields 2.10% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.

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