FDHY vs SCHD

FDHY vs SCHD

Which is better, FDHY or SCHD?

High Yield Bond against Large Cap Value.

SCHD has a lower expense ratio. SCHD led over 1Y, 3Y, 5Y and the full window.

Lower Fees: SCHDHigher Returns: SCHD

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

MetricFDHYSCHD
Expense Ratio0.35%0.06%Best
AUM$571M$112.1B
Dividend Yield7.08%3.00%
Holdings302103
YTD Return+3.03%+23.68%Best
1Y Return+4.50%+28.36%Best
3Y Return (annualized)+8.79%+16.20%Best
5Y Return (annualized)+3.63%+10.07%Best
Volatility (annualized)7.9%Best16.4%
Max Drawdown-20.3%Best-33.4%
$10,000 over 5 years$11,952$16,156Best
Fund FamilyFidelity Investments (US)Charles Schwab Asset Management
CategoryFixed IncomeEquity
StyleHigh Yield BondLarge Cap Value
InceptionJun 12, 2018Oct 20, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jun 14, 2018 to Sep 22, 2026 (8.3 years).

FDHY 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 8.3 years both funds cover.

FDHY vs SCHD Performance

Fidelity Enhanced High Yield ETF (FDHY) is an ETF from Fidelity Investments (US) and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year FDHY returned +4.50% while SCHD returned +28.36%. Year to date, FDHY is up 3.03% versus a gain of 23.68% for SCHD.

Over three years, FDHY compounded at +8.79% per year against +16.20% for SCHD; over five years the annualized figures are +3.63% and +10.07% respectively. Across the full 8-year window we track, SCHD has the edge at +11.27% annualized vs +4.06%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SCHD has been the more volatile fund, with annualized monthly volatility of 16.4% compared with 7.9% for FDHY. 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 -20.3% for FDHY and -33.4% 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 0.72. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FDHY charges 0.35% per year while SCHD charges 0.06%. On a $10,000 position that is $35 vs $6 annually, a gap of $29 per year that compounds over a long holding period. On income, FDHY currently yields 7.08% against 3.00% for SCHD.

Holdings Overlap

We hold position weights for 3 holdings in FDHY and 100 in SCHD, totalling 9.9% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 62 days apart, FDHY as of Jun 30, 2026 and SCHD as of Aug 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 3 positions we hold weights for in FDHY and 100 in SCHD, against full books of 302 and 103.

You are not choosing between two funds in isolation.

Whichever of FDHY and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

FDHYSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FDHY or SCHD?

FDHY has an expense ratio of 0.35% while SCHD charges 0.06%. SCHD is the cheaper option, by $29 a year on a $10,000 investment.

Which performed better, FDHY or SCHD?

Over the past year FDHY returned +4.50% vs +28.36% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (8 years), FDHY annualized +4.06% vs +11.27% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FDHY or SCHD?

SCHD has been the more volatile fund at 16.4% annualized versus 7.9% for FDHY. Worst drawdown: FDHY -20.3% vs SCHD -33.4%.

Should I hold both FDHY and SCHD?

FDHY and SCHD have a monthly-return correlation of 0.72, 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, FDHY or SCHD?

FDHY yields 7.08% while SCHD yields 3.00%, so FDHY currently pays the higher dividend yield.

Is SCHD better than FDHY?

SCHD has a lower expense ratio. SCHD led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.