EVLU vs SCHD
EVLU vs SCHD
iShares MSCI Emerging Markets Value Factor ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. EVLU delivered stronger 1-year returns. EVLU offers more diversification with 252 holdings.
Side-by-Side Comparison
| Metric | EVLU | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.06% | |
| AUM | $14M | $103.7B | |
| Dividend Yield | 3.81% | 3.31% | |
| Holdings | 278 | 104 | |
| YTD Return | +25.61% | +24.26% | |
| 1Y Return | +51.60% | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 18.9% | 13.6% | |
| Max Drawdown | -17.2% | -33.4% | |
| Fund Family | iShares by BlackRock (US) | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Sep 4, 2024 | Oct 20, 2011 |
EVLU vs SCHD Performance
iShares MSCI Emerging Markets Value Factor ETF (EVLU) is a ETF from iShares by BlackRock (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year EVLU returned +51.60% while SCHD returned +31.38%. Year to date, EVLU is up 25.61% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
EVLU has been the more volatile fund, with annualized monthly volatility of 18.9% 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 -17.2% for EVLU 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 0.35. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EVLU charges 0.35% per year while SCHD charges 0.06%. On a $10,000 position that is $35 vs $6 annually, a gap of $29 per year that compounds over a long holding period. On income, EVLU currently yields 3.81% against 3.31% for SCHD.
Holdings Overlap
EVLU and SCHD share 0 holdings out of 352 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, EVLU or SCHD?
EVLU has an expense ratio of 0.35% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $29 per year of difference.
Which performed better, EVLU or SCHD?
Over the past year EVLU returned +51.60% vs +31.38% for SCHD, so EVLU leads on 1-year performance. Over the longest common window we track (2 years), EVLU annualized +36.24% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, EVLU or SCHD?
EVLU has been the more volatile fund at 18.9% annualized versus 13.6% for SCHD. Worst drawdown: EVLU -17.2% vs SCHD -33.4%.
Should I hold both EVLU and SCHD?
EVLU and SCHD have a monthly-return correlation of 0.35, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EVLU and SCHD?
EVLU and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 352 unique securities.
Which pays a higher dividend, EVLU or SCHD?
EVLU yields 3.81% while SCHD yields 3.31%, so EVLU currently pays the higher dividend yield.
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