HOII vs SCHD

HOII vs SCHD

Which is better, HOII or SCHD?

Option Writing against Large Cap Value.

SCHD has a lower expense ratio.

Lower Fees: 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

MetricHOIISCHD
Expense Ratio1.00%0.06%Best
AUM$1M$112.1B
Dividend Yield18.02%3.00%
Holdings6103
Fund FamilyREX SharesCharles Schwab Asset Management
CategoryAlternativeEquity
StyleOption WritingLarge Cap Value
InceptionNov 4, 2025Oct 20, 2011

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

The two price series end 93 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. HOII has data through Jun 9, 2026 and SCHD through Sep 10, 2026.

Fees and Cost Over Time

HOII charges 1.00% per year while SCHD charges 0.06%. On a $10,000 position that is $100 vs $6 annually, a gap of $94 per year that compounds over a long holding period. On income, HOII currently yields 18.02% against 3.00% for SCHD.

Holdings Overlap

We hold position weights for 2 holdings in HOII and 100 in SCHD, totalling 120.2% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 213 days apart, HOII as of Jan 30, 2026 and SCHD as of Aug 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 2 positions we hold weights for in HOII and 100 in SCHD, against full books of 6 and 103.

You are not choosing between two funds in isolation.

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

HOIISCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, HOII or SCHD?

HOII has an expense ratio of 1.00% while SCHD charges 0.06%. SCHD is the cheaper option, by $94 a year on a $10,000 investment.

Which pays a higher dividend, HOII or SCHD?

HOII yields 18.02% while SCHD yields 3.00%, so HOII currently pays the higher dividend yield.

Is SCHD better than HOII?

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