HOID vs SCHD

HOID vs SCHD

Which is better, HOID or SCHD?

Mid Cap Growth against Large Cap Value.

SCHD has a lower expense ratio. SCHD is less concentrated, with 41.3% of the fund in its ten largest positions against 50.5%.

Lower Fees: SCHDLess Concentrated: 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

MetricHOIDSCHD
Expense Ratio0.75%0.06%Best
AUM$474,725.33$124.4B
Dividend Yield0.00%2.96%
Holdings33102
YTD Return-3.67%+33.46%Best
1Y Return-+37.35%
3Y Return (annualized)-+19.54%
5Y Return (annualized)-+10.35%
Top 10 Weight50.5%41.3%Best
Fund FamilyRareview CapitalCharles Schwab Asset Management
CategoryEquityEquity
StyleMid Cap GrowthLarge Cap Value
InceptionOct 15, 2026Oct 20, 2011

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

HOID 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.

HOID vs SCHD Performance

Tuttle - Rareview Humanoid Robotics ETF (HOID) is an ETF from Rareview Capital and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, HOID is down 3.67% versus a gain of 33.46% for SCHD.

Past performance does not guarantee future results.

Fees and Cost Over Time

HOID charges 0.75% per year while SCHD charges 0.06%. On a $10,000 position that is $75 vs $6 annually, a gap of $69 per year that compounds over a long holding period. On income, HOID currently yields 0.00% against 2.96% for SCHD.

Holdings Overlap

HOID already in SCHD5.3%
SCHD already in HOID3.7%

5.3% of HOID's money is in holdings SCHD also owns. 3.7% of SCHD's money is in holdings HOID also owns.

HOID and SCHD share little of their money.

1 positions in common, counted across the 31 positions we hold weights for in HOID and 98 in SCHD, against full books of 33 and 102.

What only one of them owns

Measured across the 31 and 98 positions we hold weights for.

SCHD holds 95 positions HOID does not, 91.5% of the fund.

Largest: PG 4.30%, KO 4.22%, CVX 4.17%, HD 4.16%, COP 4.15%

Top Shared Holdings

StockWeight in HOIDWeight in SCHDDifference
QCOMQualcomm Inc.5.30%3.70%1.60%

You are not choosing between two funds in isolation.

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

HOIDSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, HOID or SCHD?

HOID has an expense ratio of 0.75% while SCHD charges 0.06%. SCHD is the cheaper option, by $69 a year on a $10,000 investment.

What is the holdings overlap between HOID and SCHD?

5.3% of HOID's money is in holdings SCHD also owns. 3.7% of SCHD's is in holdings HOID also owns. They hold 1 positions in common, counted across the 31 positions we hold weights for in HOID and 98 in SCHD.

Which pays a higher dividend, HOID or SCHD?

HOID yields 0.00% while SCHD yields 2.96%, so SCHD currently pays the higher dividend yield.

Is SCHD better than HOID?

SCHD has a lower expense ratio. SCHD is less concentrated, with 41.3% of the fund in its ten largest positions against 50.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.