EZRO vs SCHD

Quick Verdict

SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: TiedMore Diversified: SCHD

Side-by-Side Comparison

MetricEZROSCHDWinner
Expense Ratio1.01%0.06%
AUM$28M$103.7B
Dividend Yield0.00%3.31%
Holdings7104
YTD Return+0.61%+25.33%
1Y Return-+32.31%
3Y Return (annualized)-+15.40%
5Y Return (annualized)-+9.70%
Volatility (annualized)-13.6%
Max Drawdown-19.1%-33.4%
Fund FamilyTeucriumCharles Schwab Asset Management
CategoryAllocation/BalancedEquity
InceptionOct 16, 2025Oct 20, 2011

EZRO vs SCHD Performance

AlphaDroid Defensive Sector Rotation ETF (EZRO) is a ETF from Teucrium and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, EZRO is up 0.61% versus a gain of 25.33% for SCHD.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -19.1% for EZRO and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

EZRO charges 1.01% per year while SCHD charges 0.06%. On a $10,000 position that is $101 vs $6 annually, a gap of $95 per year that compounds over a long holding period. On income, EZRO currently yields 0.00% against 3.31% for SCHD.

Holdings Overlap

0.0%overlap

EZRO and SCHD share 0 holdings out of 105 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, EZRO or SCHD?

EZRO has an expense ratio of 1.01% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $95 per year of difference.

What is the holdings overlap between EZRO and SCHD?

EZRO and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 105 unique securities.

Which pays a higher dividend, EZRO or SCHD?

EZRO yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.

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