NEWZ vs SCHD
StockSnips AI-Powered Sentiment US All Cap ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | NEWZ | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.06% | |
| AUM | $21M | $108.7B | |
| Dividend Yield | 0.04% | 3.13% | |
| Holdings | 32 | 104 | |
| YTD Return | +10.86% | +26.50% | |
| 1Y Return | +7.43% | +31.25% | |
| 3Y Return (annualized) | - | +16.34% | |
| 5Y Return (annualized) | - | +10.10% | |
| Volatility (annualized) | 12.4% | 13.6% | |
| Max Drawdown | -19.4% | -33.4% | |
| Fund Family | StockSnips | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Apr 12, 2024 | Oct 20, 2011 |
NEWZ vs SCHD Performance
StockSnips AI-Powered Sentiment US All Cap ETF (NEWZ) is a ETF from StockSnips and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year NEWZ returned +7.43% while SCHD returned +31.25%. Year to date, NEWZ is up 10.86% versus a gain of 26.50% for SCHD.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 12.4% for NEWZ. 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 -19.4% for NEWZ 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 0.46. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
NEWZ charges 0.75% per year while SCHD charges 0.06%. On a $10,000 position that is $75 vs $6 annually, a gap of $69 per year that compounds over a long holding period. On income, NEWZ currently yields 0.04% against 3.13% for SCHD.
Holdings Overlap
NEWZ and SCHD share 0 holdings out of 131 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, NEWZ or SCHD?
NEWZ has an expense ratio of 0.75% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $69 per year of difference.
Which performed better, NEWZ or SCHD?
Over the past year NEWZ returned +7.43% vs +31.25% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), NEWZ annualized +9.47% vs +11.50% for SCHD. Past performance does not guarantee future results.
Which is riskier, NEWZ or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 12.4% for NEWZ. Worst drawdown: NEWZ -19.4% vs SCHD -33.4%.
Should I hold both NEWZ and SCHD?
NEWZ and SCHD have a monthly-return correlation of 0.46, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between NEWZ and SCHD?
NEWZ and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 131 unique securities.
Which pays a higher dividend, NEWZ or SCHD?
NEWZ yields 0.04% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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