FEUZ vs SCHD
First Trust Eurozone AlphaDEX ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. FEUZ offers more diversification with 153 holdings.
Side-by-Side Comparison
| Metric | FEUZ | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.80% | 0.06% | |
| AUM | $134M | $108.7B | |
| Dividend Yield | 2.65% | 3.13% | |
| Holdings | 153 | 104 | |
| YTD Return | +12.46% | +26.54% | |
| 1Y Return | +20.14% | +30.90% | |
| 3Y Return (annualized) | +23.99% | +16.29% | |
| 5Y Return (annualized) | +10.32% | +9.65% | |
| Volatility (annualized) | 19.1% | 13.6% | |
| Max Drawdown | -50.1% | -33.4% | |
| Fund Family | First Trust Portfolios (US) | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Oct 21, 2014 | Oct 20, 2011 |
FEUZ vs SCHD Performance
First Trust Eurozone AlphaDEX ETF (FEUZ) is a ETF from First Trust Portfolios (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year FEUZ returned +20.14% while SCHD returned +30.90%. Year to date, FEUZ is up 12.46% versus a gain of 26.54% for SCHD.
Over three years, FEUZ compounded at +23.99% per year against +16.29% for SCHD; over five years the annualized figures are +10.32% and +9.65% respectively. Across the full 12-year window we track, SCHD has the edge at +11.51% annualized vs +8.46%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
FEUZ has been the more volatile fund, with annualized monthly volatility of 19.1% 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 -50.1% for FEUZ 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 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
FEUZ charges 0.80% per year while SCHD charges 0.06%. On a $10,000 position that is $80 vs $6 annually, a gap of $74 per year that compounds over a long holding period. On income, FEUZ currently yields 2.65% against 3.13% for SCHD.
Holdings Overlap
FEUZ and SCHD share 1 holdings out of 249 unique holdings combined, representing a 0.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in FEUZ | Weight in SCHD | Difference |
|---|---|---|---|
| MRK | 0.54% | 4.26% | 3.72% |
Frequently Asked Questions
Which is cheaper, FEUZ or SCHD?
FEUZ has an expense ratio of 0.80% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $74 per year of difference.
Which performed better, FEUZ or SCHD?
Over the past year FEUZ returned +20.14% vs +30.90% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (12 years), FEUZ annualized +8.46% vs +11.51% for SCHD. Past performance does not guarantee future results.
Which is riskier, FEUZ or SCHD?
FEUZ has been the more volatile fund at 19.1% annualized versus 13.6% for SCHD. Worst drawdown: FEUZ -50.1% vs SCHD -33.4%.
Should I hold both FEUZ and SCHD?
FEUZ and SCHD have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between FEUZ and SCHD?
FEUZ and SCHD share 1 common holdings with a 0.5% weight overlap. Combined, they hold 249 unique securities.
Which pays a higher dividend, FEUZ or SCHD?
FEUZ yields 2.65% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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