MSOL vs SCHD

MSOL vs SCHD
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Quick Verdict

SCHD has a lower expense ratio. SCHD offers more diversification with 103 holdings.

Lower Fees: SCHDHigher Returns: TiedMore Diversified: SCHD

Side-by-Side Comparison

MetricMSOLSCHDWinner
Expense Ratio0.14%0.06%
AUM-$112.2B
Dividend Yield0.00%3.13%
Holdings0103
YTD Return+40.18%+27.89%
1Y Return-+29.93%
3Y Return (annualized)-+16.13%
5Y Return (annualized)-+10.00%
Volatility (annualized)-13.6%
Max Drawdown-5.5%-33.4%
Fund FamilyMorgan Stanley Investment ManagementCharles Schwab Asset Management
CategoryAlternativeEquity
InceptionJul 27, 2026Oct 20, 2011

MSOL vs SCHD Performance

Morgan Stanley Solana Trust (MSOL) is a ETF from Morgan Stanley Investment Management and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, MSOL is up 40.18% versus a gain of 27.89% for SCHD.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -5.5% for MSOL 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

MSOL charges 0.14% per year while SCHD charges 0.06%. On a $10,000 position that is $14 vs $6 annually, a gap of $8 per year that compounds over a long holding period. On income, MSOL currently yields 0.00% against 3.13% for SCHD.

Frequently Asked Questions

Which is cheaper, MSOL or SCHD?

MSOL has an expense ratio of 0.14% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $8 per year of difference.

Which pays a higher dividend, MSOL or SCHD?

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

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