FEAT vs SCHD

Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: SCHD

Side-by-Side Comparison

MetricFEATSCHDWinner
Expense Ratio0.93%0.06%
AUM$11M$103.7B
Dividend Yield79.92%3.31%
Holdings7104
YTD Return-7.24%+24.26%
1Y Return-12.95%+31.38%
3Y Return (annualized)-+15.08%
5Y Return (annualized)-+9.72%
Volatility (annualized)22.6%13.6%
Max Drawdown-33.3%-33.4%
Fund FamilyYieldMax ETFCharles Schwab Asset Management
CategoryAlternativeEquity
InceptionDec 16, 2024Oct 20, 2011

FEAT vs SCHD Performance

YieldMax Dorsey Wright Featured 5 Income ETF (FEAT) is a ETF from YieldMax ETF and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year FEAT returned -12.95% while SCHD returned +31.38%. Year to date, FEAT is down 7.24% versus a gain of 24.26% for SCHD.

Risk: Volatility and Drawdowns

FEAT has been the more volatile fund, with annualized monthly volatility of 22.6% 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 -33.3% for FEAT 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 -0.28. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FEAT charges 0.93% per year while SCHD charges 0.06%. On a $10,000 position that is $93 vs $6 annually, a gap of $87 per year that compounds over a long holding period. On income, FEAT currently yields 79.92% against 3.31% for SCHD.

Holdings Overlap

0.0%overlap

FEAT and SCHD share 0 holdings out of 106 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, FEAT or SCHD?

FEAT has an expense ratio of 0.93% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $87 per year of difference.

Which performed better, FEAT or SCHD?

Over the past year FEAT returned -12.95% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), FEAT annualized -15.25% vs +11.39% for SCHD. Past performance does not guarantee future results.

Which is riskier, FEAT or SCHD?

FEAT has been the more volatile fund at 22.6% annualized versus 13.6% for SCHD. Worst drawdown: FEAT -33.3% vs SCHD -33.4%.

Should I hold both FEAT and SCHD?

FEAT and SCHD have a monthly-return correlation of -0.28, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FEAT and SCHD?

FEAT and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 106 unique securities.

Which pays a higher dividend, FEAT or SCHD?

FEAT yields 79.92% while SCHD yields 3.31%, so FEAT currently pays the higher dividend yield.

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