HINC vs SCHD
Hartford High Yield ETF vs Schwab US Dividend Equity ETF
Which is better, HINC or SCHD?
High Yield Bond against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y.
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
| Metric | HINC | SCHD |
|---|---|---|
| Expense Ratio | 0.50% | 0.06%Best |
| AUM | $391M | $124.4B |
| Dividend Yield | 0.67% | 2.96% |
| Holdings | 196 | 102 |
| YTD Return | +0.69% | +33.46%Best |
| 1Y Return | - | +37.35% |
| 3Y Return (annualized) | - | +19.54% |
| 5Y Return (annualized) | - | +10.35% |
| Fund Family | Hartford Funds | Charles Schwab Asset Management |
| Category | Fixed Income | Equity |
| Style | High Yield Bond | Large Cap Value |
| Inception | Sep 30, 1998 | Oct 20, 2011 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
HINC vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
HINC vs SCHD Performance
Hartford High Yield ETF (HINC) is an ETF from Hartford Funds and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, HINC is up 0.69% versus a gain of 33.46% for SCHD.
Past performance does not guarantee future results.
Fees and Cost Over Time
HINC charges 0.50% per year while SCHD charges 0.06%. On a $10,000 position that is $50 vs $6 annually, a gap of $44 per year that compounds over a long holding period. On income, HINC currently yields 0.67% against 2.96% for SCHD.
Holdings Overlap
At least 0.7% of SCHD's money is in holdings HINC also owns.
Stated as a floor: for HINC, our book for it covers 55.4% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 102 positions we hold weights for in HINC and 98 in SCHD, against full books of 196 and 102.
Top Shared Holdings
| Stock | Weight in HINC | Weight in SCHD | Difference |
|---|---|---|---|
| ARESAres Management Corp Common Stock | 0.22% | 0.70% | 0.48% |
You are not choosing between two funds in isolation.
Whichever of HINC and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, HINC or SCHD?
HINC has an expense ratio of 0.50% while SCHD charges 0.06%. SCHD is the cheaper option, by $44 a year on a $10,000 investment.
Which pays a higher dividend, HINC or SCHD?
HINC yields 0.67% while SCHD yields 2.96%, so SCHD currently pays the higher dividend yield.
Is SCHD better than HINC?
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.