MYCO vs SCHD

MYCO 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

MetricMYCOSCHDWinner
Expense Ratio0.15%0.06%
AUM$7M$108.7B
Dividend Yield3.85%3.13%
Holdings95104
YTD Return-0.31%+27.67%
1Y Return+0.43%+29.56%
3Y Return (annualized)-+16.53%
5Y Return (annualized)-+9.95%
Volatility (annualized)-13.6%
Max Drawdown-3.3%-33.4%
Fund FamilyState Street Investment ManagementCharles Schwab Asset Management
CategoryFixed IncomeEquity
InceptionSep 17, 2025Oct 20, 2011

MYCO vs SCHD Performance

State Street My2035 Corporate Bond ETF (MYCO) is a ETF from State Street Investment Management and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year MYCO returned +0.43% while SCHD returned +29.56%. Year to date, MYCO is down 0.31% versus a gain of 27.67% for SCHD.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -3.3% for MYCO 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

MYCO charges 0.15% per year while SCHD charges 0.06%. On a $10,000 position that is $15 vs $6 annually, a gap of $9 per year that compounds over a long holding period. On income, MYCO currently yields 3.85% against 3.13% for SCHD.

Holdings Overlap

0.0%overlap

MYCO and SCHD share 0 holdings out of 101 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, MYCO or SCHD?

MYCO has an expense ratio of 0.15% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $9 per year of difference.

Which performed better, MYCO or SCHD?

Over the past year MYCO returned +0.43% vs +29.56% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results.

What is the holdings overlap between MYCO and SCHD?

MYCO and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.

Which pays a higher dividend, MYCO or SCHD?

MYCO yields 3.85% while SCHD yields 3.13%, so MYCO currently pays the higher dividend yield.

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