EZRO vs SCHD
AlphaDroid Defensive Sector Rotation ETF vs Schwab US Dividend Equity ETF
Which is better, EZRO or SCHD?
Tactical Allocation against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y and the full window.
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 | EZRO | SCHD |
|---|---|---|
| Expense Ratio | 1.01% | 0.06%Best |
| AUM | $27M | $111.6B |
| Dividend Yield | 0.00% | 3.24% |
| Holdings | 9 | 206 |
| YTD Return | +6.76% | +26.51%Best |
| 1Y Return | +4.62% | +31.31%Best |
| 3Y Return (annualized) | - | +18.27% |
| 5Y Return (annualized) | - | +9.66% |
| Volatility (annualized) | 15.7% | 14.8%Best |
| Max Drawdown | -19.1% | -6.9%Best |
| $10,000 over 1 years | $10,601 | $13,310Best |
| Top 10 Weight | - | 41.6% |
| Fund Family | Teucrium | Charles Schwab Asset Management |
| Category | Allocation/Balanced | Equity |
| Style | Tactical Allocation | Large Cap Value |
| Inception | Oct 16, 2025 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 1 years row, are measured over the window both funds cover: Oct 16, 2025 to Oct 19, 2026 (1 years).
EZRO 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 1 years both funds cover.
EZRO vs SCHD Performance
AlphaDroid Defensive Sector Rotation ETF (EZRO) is an ETF from Teucrium and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year EZRO returned +4.62% while SCHD returned +31.31%. Year to date, EZRO is up 6.76% versus a gain of 26.51% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EZRO has been the more volatile fund, with annualized monthly volatility of 15.7% compared with 14.8% 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 -19.1% for EZRO and -6.9% 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 0.23. They move largely independently of each other.
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 3.24% for SCHD.
Holdings Overlap
We hold position weights for 7 holdings in EZRO and 98 in SCHD, totalling 99.7% and 99.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 7 positions we hold weights for in EZRO and 98 in SCHD, against full books of 9 and 206.
What only one of them owns
Our book lists 97 positions for SCHD that do not appear in our book for EZRO (99.8% of the fund), and 7 for EZRO that do not appear in SCHD (99.7%).
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.
You are not choosing between two funds in isolation.
Whichever of EZRO and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $95 a year on a $10,000 investment.
Which performed better, EZRO or SCHD?
Over the past year EZRO returned +4.62% vs +31.31% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), EZRO annualized +6.01% vs +33.10% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EZRO or SCHD?
EZRO has been the more volatile fund at 15.7% annualized versus 14.8% for SCHD. Worst drawdown: EZRO -19.1% vs SCHD -6.9%.
Should I hold both EZRO and SCHD?
EZRO and SCHD have a monthly-return correlation of 0.23, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, EZRO or SCHD?
EZRO yields 0.00% while SCHD yields 3.24%, so SCHD currently pays the higher dividend yield.
Is SCHD better than EZRO?
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.