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

MetricFEBUSCHDWinner
Expense Ratio0.74%0.06%
AUM$50M$103.7B
Dividend Yield0.00%3.31%
Holdings4104
YTD Return+10.03%+24.26%
1Y Return+17.01%+31.38%
3Y Return (annualized)-+15.08%
5Y Return (annualized)-+9.72%
Volatility (annualized)9.1%13.6%
Max Drawdown-11.7%-33.4%
Fund FamilyAllianzIMCharles Schwab Asset Management
CategoryAlternativeEquity
InceptionJan 31, 2025Oct 20, 2011

FEBU vs SCHD Performance

AllianzIM US Equity Buffer15 Uncapped Feb ETF (FEBU) is a ETF from AllianzIM and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year FEBU returned +17.01% while SCHD returned +31.38%. Year to date, FEBU is up 10.03% versus a gain of 24.26% for SCHD.

Risk: Volatility and Drawdowns

SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 9.1% for FEBU. 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 -11.7% for FEBU 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 0.26. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FEBU charges 0.74% per year while SCHD charges 0.06%. On a $10,000 position that is $74 vs $6 annually, a gap of $68 per year that compounds over a long holding period. On income, FEBU currently yields 0.00% against 3.31% for SCHD.

Frequently Asked Questions

Which is cheaper, FEBU or SCHD?

FEBU has an expense ratio of 0.74% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $68 per year of difference.

Which performed better, FEBU or SCHD?

Over the past year FEBU returned +17.01% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), FEBU annualized +13.80% vs +11.39% for SCHD. Past performance does not guarantee future results.

Which is riskier, FEBU or SCHD?

SCHD has been the more volatile fund at 13.6% annualized versus 9.1% for FEBU. Worst drawdown: FEBU -11.7% vs SCHD -33.4%.

Should I hold both FEBU and SCHD?

FEBU and SCHD have a monthly-return correlation of 0.26, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, FEBU or SCHD?

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

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