NMBL vs SCHD
NovaTide Flexible Allocation ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | NMBL | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.99% | 0.06% | |
| AUM | $22M | $103.7B | |
| Dividend Yield | 0.89% | 3.31% | |
| Holdings | 42 | 104 | |
| YTD Return | +6.50% | +25.58% | |
| 1Y Return | - | +31.06% | |
| 3Y Return (annualized) | - | +15.55% | |
| 5Y Return (annualized) | - | +9.61% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -8.1% | -33.4% | |
| Fund Family | NovaTide | Charles Schwab Asset Management | |
| Category | Allocation/Balanced | Equity | |
| Inception | Oct 30, 2025 | Oct 20, 2011 |
NMBL vs SCHD Performance
NovaTide Flexible Allocation ETF (NMBL) is a ETF from NovaTide and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, NMBL is up 6.50% versus a gain of 25.58% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -8.1% for NMBL 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
NMBL charges 1.99% per year while SCHD charges 0.06%. On a $10,000 position that is $199 vs $6 annually, a gap of $193 per year that compounds over a long holding period. On income, NMBL currently yields 0.89% against 3.31% for SCHD.
Holdings Overlap
NMBL and SCHD share 0 holdings out of 140 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, NMBL or SCHD?
NMBL has an expense ratio of 1.99% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $193 per year of difference.
What is the holdings overlap between NMBL and SCHD?
NMBL and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 140 unique securities.
Which pays a higher dividend, NMBL or SCHD?
NMBL yields 0.89% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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