LOEV vs SCHD

LOEV vs SCHD
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Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: SCHD

Side-by-Side Comparison

MetricLOEVSCHDWinner
Expense Ratio0.70%0.06%
AUM-$108.7B
Dividend Yield0.00%3.13%
Holdings51104
YTD Return+7.12%+26.54%
1Y Return-+30.90%
3Y Return (annualized)-+16.29%
5Y Return (annualized)-+9.65%
Volatility (annualized)-13.6%
Max Drawdown-1.5%-33.4%
Fund FamilyHarding LoevnerCharles Schwab Asset Management
CategoryEquityEquity
InceptionJul 20, 2026Oct 20, 2011

LOEV vs SCHD Performance

Harding Loevner International Developed Markets Select Equity ETF (LOEV) is a ETF from Harding Loevner and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, LOEV is up 7.12% versus a gain of 26.54% for SCHD.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -1.5% for LOEV 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

LOEV charges 0.70% per year while SCHD charges 0.06%. On a $10,000 position that is $70 vs $6 annually, a gap of $64 per year that compounds over a long holding period. On income, LOEV currently yields 0.00% against 3.13% for SCHD.

Holdings Overlap

0.0%overlap

LOEV and SCHD share 0 holdings out of 151 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, LOEV or SCHD?

LOEV has an expense ratio of 0.70% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $64 per year of difference.

What is the holdings overlap between LOEV and SCHD?

LOEV and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 151 unique securities.

Which pays a higher dividend, LOEV or SCHD?

LOEV yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.

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