EVX vs SCHD
VanEck Environmental Services 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 104 holdings.
Side-by-Side Comparison
| Metric | EVX | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.55% | 0.06% | |
| AUM | $99M | $108.7B | |
| Dividend Yield | 0.18% | 3.13% | |
| Holdings | 30 | 104 | |
| YTD Return | +8.43% | +26.54% | |
| 1Y Return | +6.13% | +30.90% | |
| 3Y Return (annualized) | +10.30% | +16.29% | |
| 5Y Return (annualized) | +7.68% | +9.65% | |
| Volatility (annualized) | 18.6% | 13.6% | |
| Max Drawdown | -55.9% | -33.4% | |
| Fund Family | VanEck | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Oct 10, 2006 | Oct 20, 2011 |
EVX vs SCHD Performance
VanEck Environmental Services ETF (EVX) is a ETF from VanEck and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year EVX returned +6.13% while SCHD returned +30.90%. Year to date, EVX is up 8.43% versus a gain of 26.54% for SCHD.
Over three years, EVX compounded at +10.30% per year against +16.29% for SCHD; over five years the annualized figures are +7.68% and +9.65% respectively. Across the full 15-year window we track, SCHD has the edge at +11.51% annualized vs +9.36%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EVX has been the more volatile fund, with annualized monthly volatility of 18.6% 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 -55.9% for EVX 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 0.79. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EVX 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, EVX currently yields 0.18% against 3.13% for SCHD.
Holdings Overlap
EVX and SCHD share 0 holdings out of 127 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, EVX or SCHD?
EVX 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, EVX or SCHD?
Over the past year EVX returned +6.13% vs +30.90% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), EVX annualized +9.36% vs +11.51% for SCHD. Past performance does not guarantee future results.
Which is riskier, EVX or SCHD?
EVX has been the more volatile fund at 18.6% annualized versus 13.6% for SCHD. Worst drawdown: EVX -55.9% vs SCHD -33.4%.
Should I hold both EVX and SCHD?
EVX and SCHD have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EVX and SCHD?
EVX and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 127 unique securities.
Which pays a higher dividend, EVX or SCHD?
EVX yields 0.18% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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