EYEG vs SCHD

Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. EYEG offers more diversification with 333 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: EYEG

Side-by-Side Comparison

MetricEYEGSCHDWinner
Expense Ratio0.30%0.06%
AUM$26M$103.7B
Dividend Yield5.15%3.31%
Holdings333104
YTD Return-0.60%+26.21%
1Y Return+1.22%+29.99%
3Y Return (annualized)-+15.73%
5Y Return (annualized)-+9.67%
Volatility (annualized)4.7%13.6%
Max Drawdown-4.3%-33.4%
Fund FamilyAllianceBernstein L.P.Charles Schwab Asset Management
CategoryFixed IncomeEquity
InceptionDec 12, 2023Oct 20, 2011

EYEG vs SCHD Performance

AB Corporate Bond ETF (EYEG) is a ETF from AllianceBernstein L.P. and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year EYEG returned +1.22% while SCHD returned +29.99%. Year to date, EYEG is down 0.60% versus a gain of 26.21% for SCHD.

Risk: Volatility and Drawdowns

SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 4.7% for EYEG. 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 -4.3% for EYEG 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 0.48. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EYEG charges 0.30% per year while SCHD charges 0.06%. On a $10,000 position that is $30 vs $6 annually, a gap of $24 per year that compounds over a long holding period. On income, EYEG currently yields 5.15% against 3.31% for SCHD.

Holdings Overlap

0.0%overlap

EYEG and SCHD share 0 holdings out of 329 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, EYEG or SCHD?

EYEG has an expense ratio of 0.30% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $24 per year of difference.

Which performed better, EYEG or SCHD?

Over the past year EYEG returned +1.22% vs +29.99% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (3 years), EYEG annualized +4.34% vs +11.50% for SCHD. Past performance does not guarantee future results.

Which is riskier, EYEG or SCHD?

SCHD has been the more volatile fund at 13.6% annualized versus 4.7% for EYEG. Worst drawdown: EYEG -4.3% vs SCHD -33.4%.

Should I hold both EYEG and SCHD?

EYEG and SCHD have a monthly-return correlation of 0.48, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EYEG and SCHD?

EYEG and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 329 unique securities.

Which pays a higher dividend, EYEG or SCHD?

EYEG yields 5.15% while SCHD yields 3.31%, so EYEG currently pays the higher dividend yield.

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