NRES vs SCHD

NRES vs SCHD

Which is better, NRES or SCHD?

Large Cap Blend against Large Cap Value.

SCHD has a lower expense ratio. NRES led over 1Y and the full window. NRES is less concentrated, with 36.8% of the fund in its ten largest positions against 41.5%.

Lower Fees: SCHDHigher Returns: NRESLess Concentrated: NRES

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricNRESSCHD
Expense Ratio0.45%0.06%Best
AUM$38M$112.2B
Dividend Yield2.48%3.13%
Holdings61103
YTD Return+22.27%+27.56%Best
1Y Return+39.69%Best+30.29%
3Y Return (annualized)-+16.37%
5Y Return (annualized)-+10.23%
Volatility (annualized)16.4%13.0%Best
Max Drawdown-21.5%-16.1%Best
$10,000 over 2.5 years$15,474Best$14,709
Top 10 Weight36.8%Best41.5%
Fund FamilyXtrackers ETFsCharles Schwab Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionFeb 27, 2024Oct 20, 2011

Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Feb 27, 2024 to Sep 4, 2026 (2.5 years).

NRES vs SCHD growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.5 years both funds cover.

NRES vs SCHD Performance

Xtrackers RREEF Global Natural Resources ETF (NRES) is an ETF from Xtrackers ETFs and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year NRES returned +39.69% while SCHD returned +30.29%. Year to date, NRES is up 22.27% versus a gain of 27.56% for SCHD.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

NRES has been the more volatile fund, with annualized monthly volatility of 16.4% compared with 13.0% for SCHD. 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 -21.5% for NRES and -16.1% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.73. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

NRES charges 0.45% per year while SCHD charges 0.06%. On a $10,000 position that is $45 vs $6 annually, a gap of $39 per year that compounds over a long holding period. On income, NRES currently yields 2.48% against 3.13% for SCHD.

Holdings Overlap

NRES already in SCHD7.2%
SCHD already in NRES11.4%

7.2% of NRES's money is in holdings SCHD also owns. 11.4% of SCHD's money is in holdings NRES also owns.

SCHD and NRES share little of their money.

5 positions in common, counted across the 59 positions we hold weights for in NRES and 100 in SCHD, against full books of 61 and 103.

What only one of them owns

Our book lists 94 positions for SCHD that do not appear in our book for NRES (88.5% of the fund), and 28 for NRES that do not appear in SCHD (42.2%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in NRESWeight in SCHDDifference
CVXChevron Corp3.03%3.74%0.71%
COPConocophillips Common Stock USD 0.010.31%3.59%3.28%
ADMArcher-Daniels-Midland Co.1.91%0.92%0.99%
DVNDevon Energy Corporation1.43%1.24%0.19%
SLBSchlumberger Nv.0.55%1.89%1.34%

You are not choosing between two funds in isolation.

Whichever of NRES and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

NRESSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, NRES or SCHD?

NRES has an expense ratio of 0.45% while SCHD charges 0.06%. SCHD is the cheaper option, by $39 a year on a $10,000 investment.

Which performed better, NRES or SCHD?

Over the past year NRES returned +39.69% vs +30.29% for SCHD, so NRES leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, NRES or SCHD?

NRES has been the more volatile fund at 16.4% annualized versus 13.0% for SCHD. Worst drawdown: NRES -21.5% vs SCHD -16.1%.

Should I hold both NRES and SCHD?

NRES and SCHD have a monthly-return correlation of 0.73, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between NRES and SCHD?

11.4% of SCHD's money is in holdings NRES also owns. 11.4% of SCHD's is in holdings NRES also owns. They hold 5 positions in common, counted across the 59 positions we hold weights for in NRES and 100 in SCHD.

Which pays a higher dividend, NRES or SCHD?

NRES yields 2.48% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.

Is SCHD better than NRES?

SCHD has a lower expense ratio. NRES led over 1Y and the full window. NRES is less concentrated, with 36.8% of the fund in its ten largest positions against 41.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.