EVUS vs SCHD
ishares ESG Aware MSCI USA Value ETF vs Schwab US Dividend Equity ETF
Which is better, EVUS or SCHD?
Each has led over a different period.
SCHD has a lower expense ratio. EVUS led over 3Y and the full window, SCHD over 1Y. EVUS is less concentrated, with 29.0% of the fund in its ten largest positions against 41.8%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | EVUS | SCHD |
|---|---|---|
| Expense Ratio | 0.18% | 0.06%Best |
| AUM | $383M | $112.1B |
| Dividend Yield | 1.44% | 3.00% |
| Holdings | 226 | 103 |
| YTD Return | +13.81% | +23.46%Best |
| 1Y Return | +17.54% | +27.20%Best |
| 3Y Return (annualized) | +16.42%Best | +15.41% |
| 5Y Return (annualized) | - | +10.16% |
| Volatility (annualized) | 12.3%Best | 13.3% |
| Max Drawdown | -15.7%Best | -16.1% |
| $10,000 over 3.6 years | $15,291Best | $14,678 |
| Top 10 Weight | 29.0%Best | 41.8% |
| Fund Family | iShares by BlackRock (US) | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Jan 31, 2023 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 3.6 years row, are measured over the window both funds cover: Feb 2, 2023 to Sep 18, 2026 (3.6 years).
EVUS vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.6 years both funds cover.
EVUS vs SCHD Performance
ishares ESG Aware MSCI USA Value ETF (EVUS) is an ETF from iShares by BlackRock (US) and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year EVUS returned +17.54% while SCHD returned +27.20%. Year to date, EVUS is up 13.81% versus a gain of 23.46% for SCHD.
Over three years, EVUS compounded at +16.42% per year against +15.41% for SCHD. Across the full 4-year window we track, EVUS has the edge at +12.52% annualized vs +11.25%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.3% compared with 12.3% for EVUS. 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 -15.7% for EVUS and -16.1% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.87. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EVUS charges 0.18% per year while SCHD charges 0.06%. On a $10,000 position that is $18 vs $6 annually, a gap of $12 per year that compounds over a long holding period. On income, EVUS currently yields 1.44% against 3.00% for SCHD.
Holdings Overlap
14.8% of EVUS's money is in holdings SCHD also owns. 75.9% of SCHD's money is in holdings EVUS also owns.
Most of SCHD is already inside EVUS. Owning both mostly buys the same companies twice.
30 positions in common, counted across the 224 positions we hold weights for in EVUS and 100 in SCHD, against full books of 226 and 103.
What only one of them owns
Our book lists 69 positions for SCHD that do not appear in our book for EVUS (24.0% of the fund), and 187 for EVUS that do not appear in SCHD (83.6%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in EVUS | Weight in SCHD | Difference |
|---|---|---|---|
| MRKMerck & Company Inc | 1.03% | 4.77% | 3.74% |
| KOCoca Cola Co. | 1.18% | 4.17% | 2.99% |
| AMGNAmgen Inc. | 0.61% | 4.70% | 4.09% |
| ABTAbbott Laboratories | 0.39% | 4.69% | 4.30% |
| HDHome Depot Inc/The | 1.13% | 3.88% | 2.75% |
| PGProcter & Gamble Company | 1.11% | 3.83% | 2.72% |
| VZVerizon Communic | 0.77% | 3.97% | 3.20% |
| CVXChevron Corp | 0.72% | 4.02% | 3.30% |
| UNHUnitedhealth Group Incorporated | 0.90% | 3.82% | 2.92% |
| COPConocophillips Common Stock USD 0.01 | 0.63% | 3.94% | 3.31% |
75.9% of SCHD is already inside EVUS.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, EVUS or SCHD?
EVUS has an expense ratio of 0.18% while SCHD charges 0.06%. SCHD is the cheaper option, by $12 a year on a $10,000 investment.
Which performed better, EVUS or SCHD?
Over the past year EVUS returned +17.54% vs +27.20% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (4 years), EVUS annualized +12.52% vs +11.25% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EVUS or SCHD?
SCHD has been the more volatile fund at 13.3% annualized versus 12.3% for EVUS. Worst drawdown: EVUS -15.7% vs SCHD -16.1%.
Should I hold both EVUS and SCHD?
EVUS and SCHD have a monthly-return correlation of 0.87, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between EVUS and SCHD?
75.9% of SCHD's money is in holdings EVUS also owns. 75.9% of SCHD's is in holdings EVUS also owns. They hold 30 positions in common, counted across the 224 positions we hold weights for in EVUS and 100 in SCHD.
Which pays a higher dividend, EVUS or SCHD?
EVUS yields 1.44% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than EVUS?
SCHD has a lower expense ratio. EVUS led over 3Y and the full window, SCHD over 1Y. EVUS is less concentrated, with 29.0% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.