FHDG vs SCHD

FHDG vs SCHD

Which is better, FHDG or SCHD?

Option Writing against Large Cap Value.

SCHD has a lower expense ratio. SCHD led over 1Y.

Lower Fees: SCHDHigher Returns (1Y): 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

MetricFHDGSCHD
Expense Ratio0.85%0.06%Best
AUM$71M$112.1B
Dividend Yield0.00%3.00%
Holdings10103
Volatility (annualized)-13.7%
Max Drawdown--33.4%
Fund FamilyFirst Trust Portfolios (US)Charles Schwab Asset Management
CategoryAlternativeEquity
StyleOption WritingLarge Cap Value
InceptionNov 15, 2024Oct 20, 2011

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), $10,000 over the window, Top 10 Weight.

The two price series end 6129 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. FHDG has data through Dec 10, 2009 and SCHD through Sep 21, 2026.

Fees and Cost Over Time

FHDG charges 0.85% per year while SCHD charges 0.06%. On a $10,000 position that is $85 vs $6 annually, a gap of $79 per year that compounds over a long holding period. On income, FHDG currently yields 0.00% against 3.00% for SCHD.

You are not choosing between two funds in isolation.

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

FHDGSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FHDG or SCHD?

FHDG has an expense ratio of 0.85% while SCHD charges 0.06%. SCHD is the cheaper option, by $79 a year on a $10,000 investment.

Which pays a higher dividend, FHDG or SCHD?

FHDG yields 0.00% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than FHDG?

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