NMAY vs SCHD

Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: SCHD

Side-by-Side Comparison

MetricNMAYSCHDWinner
Expense Ratio0.79%0.06%
AUM$63M$103.7B
Dividend Yield0.00%3.31%
Holdings6104
YTD Return+6.52%+25.62%
1Y Return+10.66%+32.62%
3Y Return (annualized)-+15.58%
5Y Return (annualized)-+9.63%
Volatility (annualized)4.5%13.6%
Max Drawdown-3.8%-33.4%
Fund FamilyInnovator ETFs TrustCharles Schwab Asset Management
CategoryAlternativeEquity
InceptionMay 1, 2025Oct 20, 2011

NMAY vs SCHD Performance

Innovator Growth-100 Power Buffer ETF - May (NMAY) is a ETF from Innovator ETFs Trust and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year NMAY returned +10.66% while SCHD returned +32.62%. Year to date, NMAY is up 6.52% versus a gain of 25.62% for SCHD.

Risk: Volatility and Drawdowns

SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 4.5% for NMAY. 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 -3.8% for NMAY 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 -0.12. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

NMAY charges 0.79% per year while SCHD charges 0.06%. On a $10,000 position that is $79 vs $6 annually, a gap of $73 per year that compounds over a long holding period. On income, NMAY currently yields 0.00% against 3.31% for SCHD.

Frequently Asked Questions

Which is cheaper, NMAY or SCHD?

NMAY has an expense ratio of 0.79% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $73 per year of difference.

Which performed better, NMAY or SCHD?

Over the past year NMAY returned +10.66% vs +32.62% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), NMAY annualized +15.17% vs +11.47% for SCHD. Past performance does not guarantee future results.

Which is riskier, NMAY or SCHD?

SCHD has been the more volatile fund at 13.6% annualized versus 4.5% for NMAY. Worst drawdown: NMAY -3.8% vs SCHD -33.4%.

Should I hold both NMAY and SCHD?

NMAY and SCHD have a monthly-return correlation of -0.12, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, NMAY or SCHD?

NMAY yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.