MADE vs SCHD

Quick Verdict

SCHD has a lower expense ratio. MADE delivered stronger 1-year returns. MADE offers more diversification with 114 holdings.

Lower Fees: SCHDHigher Returns: MADEMore Diversified: MADE

Side-by-Side Comparison

MetricMADESCHDWinner
Expense Ratio0.40%0.06%
AUM$63M$103.7B
Dividend Yield0.61%3.31%
Holdings117104
YTD Return+20.69%+24.26%
1Y Return+39.71%+31.38%
3Y Return (annualized)-+15.08%
5Y Return (annualized)-+9.72%
Volatility (annualized)18.9%13.6%
Max Drawdown-23.8%-33.4%
Fund FamilyiShares by BlackRock (US)Charles Schwab Asset Management
CategoryEquityEquity
InceptionJul 17, 2024Oct 20, 2011

MADE vs SCHD Performance

iShares US Manufacturing ETF (MADE) is a ETF from iShares by BlackRock (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year MADE returned +39.71% while SCHD returned +31.38%. Year to date, MADE is up 20.69% versus a gain of 24.26% for SCHD.

Risk: Volatility and Drawdowns

MADE has been the more volatile fund, with annualized monthly volatility of 18.9% compared with 13.6% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -23.8% for MADE and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.44. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

MADE charges 0.40% per year while SCHD charges 0.06%. On a $10,000 position that is $40 vs $6 annually, a gap of $34 per year that compounds over a long holding period. On income, MADE currently yields 0.61% against 3.31% for SCHD.

Holdings Overlap

3.4%overlap

MADE and SCHD share 3 holdings out of 211 unique holdings combined, representing a 3.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in MADEWeight in SCHDDifference
LMT1.43%2.66%1.23%
F2.37%1.44%0.93%
SNA0.94%0.54%0.40%

Frequently Asked Questions

Which is cheaper, MADE or SCHD?

MADE has an expense ratio of 0.40% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $34 per year of difference.

Which performed better, MADE or SCHD?

Over the past year MADE returned +39.71% vs +31.38% for SCHD, so MADE leads on 1-year performance. Over the longest common window we track (2 years), MADE annualized +26.17% vs +11.39% for SCHD. Past performance does not guarantee future results.

Which is riskier, MADE or SCHD?

MADE has been the more volatile fund at 18.9% annualized versus 13.6% for SCHD. Worst drawdown: MADE -23.8% vs SCHD -33.4%.

Should I hold both MADE and SCHD?

MADE and SCHD have a monthly-return correlation of 0.44, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between MADE and SCHD?

MADE and SCHD share 3 common holdings with a 3.4% weight overlap. Combined, they hold 211 unique securities.

Which pays a higher dividend, MADE or SCHD?

MADE yields 0.61% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.

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