HIS vs SCHD
Humilis US Focused Opportunities ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | HIS | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.54% | 0.06% | |
| AUM | $15M | $108.7B | |
| Dividend Yield | 0.00% | 3.13% | |
| Holdings | 46 | 104 | |
| YTD Return | +6.02% | +26.50% | |
| 1Y Return | - | +31.25% | |
| 3Y Return (annualized) | - | +16.34% | |
| 5Y Return (annualized) | - | +10.10% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -6.4% | -33.4% | |
| Fund Family | Humilis Investment Strategies, LLC | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | May 18, 2026 | Oct 20, 2011 |
HIS vs SCHD Performance
Humilis US Focused Opportunities ETF (HIS) is a ETF from Humilis Investment Strategies, LLC and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, HIS is up 6.02% versus a gain of 26.50% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -6.4% for HIS and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
HIS charges 0.54% per year while SCHD charges 0.06%. On a $10,000 position that is $54 vs $6 annually, a gap of $48 per year that compounds over a long holding period. On income, HIS currently yields 0.00% against 3.13% for SCHD.
Holdings Overlap
HIS and SCHD share 4 holdings out of 142 unique holdings combined, representing a 7.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, HIS or SCHD?
HIS has an expense ratio of 0.54% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $48 per year of difference.
What is the holdings overlap between HIS and SCHD?
HIS and SCHD share 4 common holdings with a 7.3% weight overlap. Combined, they hold 142 unique securities.
Which pays a higher dividend, HIS or SCHD?
HIS yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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