FEIG vs SCHD
FEIG vs SCHD
FlexShares ESG & Climate Investment Grade Corporate Core Index Fund vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. FEIG offers more diversification with 668 holdings.
Side-by-Side Comparison
| Metric | FEIG | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.12% | 0.06% | |
| AUM | $48M | $103.7B | |
| Dividend Yield | 4.74% | 3.31% | |
| Holdings | 716 | 104 | |
| YTD Return | -0.60% | +24.26% | |
| 1Y Return | +1.68% | +31.38% | |
| 3Y Return (annualized) | +4.66% | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 8.2% | 13.6% | |
| Max Drawdown | -22.3% | -33.4% | |
| Fund Family | Flexshares Trust | Charles Schwab Asset Management | |
| Category | Allocation/Balanced | Equity | |
| Inception | Sep 20, 2021 | Oct 20, 2011 |
FEIG vs SCHD Performance
FlexShares ESG & Climate Investment Grade Corporate Core Index Fund (FEIG) is a ETF from Flexshares Trust and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year FEIG returned +1.68% while SCHD returned +31.38%. Year to date, FEIG is down 0.60% versus a gain of 24.26% for SCHD.
Over three years, FEIG compounded at +4.66% per year against +15.08% for SCHD. Across the full 5-year window we track, SCHD has the edge at +11.39% annualized vs -0.51%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 8.2% for FEIG. 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 -22.3% for FEIG 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 0.59. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
FEIG charges 0.12% per year while SCHD charges 0.06%. On a $10,000 position that is $12 vs $6 annually, a gap of $6 per year that compounds over a long holding period. On income, FEIG currently yields 4.74% against 3.31% for SCHD.
Holdings Overlap
FEIG and SCHD share 0 holdings out of 768 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, FEIG or SCHD?
FEIG has an expense ratio of 0.12% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $6 per year of difference.
Which performed better, FEIG or SCHD?
Over the past year FEIG returned +1.68% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (5 years), FEIG annualized -0.51% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, FEIG or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 8.2% for FEIG. Worst drawdown: FEIG -22.3% vs SCHD -33.4%.
Should I hold both FEIG and SCHD?
FEIG and SCHD have a monthly-return correlation of 0.59, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between FEIG and SCHD?
FEIG and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 768 unique securities.
Which pays a higher dividend, FEIG or SCHD?
FEIG yields 4.74% while SCHD yields 3.31%, so FEIG currently pays the higher dividend yield.
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