EVMT vs SCHD
EVMT vs SCHD
Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | EVMT | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.59% | 0.06% | |
| AUM | $7M | $103.7B | |
| Dividend Yield | 11.54% | 3.31% | |
| Holdings | 15 | 104 | |
| YTD Return | +5.26% | +24.26% | |
| 1Y Return | +29.45% | +31.38% | |
| 3Y Return (annualized) | +2.25% | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 19.9% | 13.6% | |
| Max Drawdown | -48.3% | -33.4% | |
| Fund Family | Invesco (US) | Charles Schwab Asset Management | |
| Category | Commodity | Equity | |
| Inception | Apr 27, 2022 | Oct 20, 2011 |
EVMT vs SCHD Performance
Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF (EVMT) is a ETF from Invesco (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year EVMT returned +29.45% while SCHD returned +31.38%. Year to date, EVMT is up 5.26% versus a gain of 24.26% for SCHD.
Over three years, EVMT compounded at +2.25% per year against +15.08% for SCHD. Across the full 4-year window we track, SCHD has the edge at +11.39% annualized vs -7.20%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EVMT has been the more volatile fund, with annualized monthly volatility of 19.9% 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 -48.3% for EVMT 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 0.36. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EVMT charges 0.59% per year while SCHD charges 0.06%. On a $10,000 position that is $59 vs $6 annually, a gap of $53 per year that compounds over a long holding period. On income, EVMT currently yields 11.54% against 3.31% for SCHD.
Holdings Overlap
EVMT and SCHD share 0 holdings out of 101 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, EVMT or SCHD?
EVMT has an expense ratio of 0.59% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $53 per year of difference.
Which performed better, EVMT or SCHD?
Over the past year EVMT returned +29.45% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (4 years), EVMT annualized -7.20% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, EVMT or SCHD?
EVMT has been the more volatile fund at 19.9% annualized versus 13.6% for SCHD. Worst drawdown: EVMT -48.3% vs SCHD -33.4%.
Should I hold both EVMT and SCHD?
EVMT and SCHD have a monthly-return correlation of 0.36, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EVMT and SCHD?
EVMT and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, EVMT or SCHD?
EVMT yields 11.54% while SCHD yields 3.31%, so EVMT currently pays the higher dividend yield.
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