NSCI vs SCHD

NSCI vs SCHD

Which is better, NSCI or SCHD?

SCHD has been ahead.

SCHD has a lower expense ratio. SCHD led over 1Y.

Lower Fees: SCHDHigher Returns (1Y): SCHD

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

MetricNSCISCHD
Expense Ratio0.38%0.06%Best
AUM$240M$112.1B
Dividend Yield3.84%3.00%
Holdings220103
YTD Return+2.61%+24.23%Best
1Y Return+4.29%+27.90%Best
3Y Return (annualized)-+15.55%
5Y Return (annualized)-+9.97%
Volatility (annualized)1.6%Best13.6%
Fund FamilyNuveenCharles Schwab Asset Management
CategoryFixed IncomeEquity
Style-Large Cap Value
InceptionSep 23, 2025Oct 20, 2011

Not shown on this pair: Max Drawdown, $10,000 over the window, Top 10 Weight.

NSCI 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

NSCI vs SCHD Performance

Nuveen Securitized Income ETF (NSCI) is an ETF from Nuveen and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year NSCI returned +4.29% while SCHD returned +27.90%. Year to date, NSCI is up 2.61% versus a gain of 24.23% for SCHD.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 1.6% for NSCI. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The two funds' monthly returns correlate at 0.61. They move together some of the time, and apart the rest.

Fees and Cost Over Time

NSCI charges 0.38% per year while SCHD charges 0.06%. On a $10,000 position that is $38 vs $6 annually, a gap of $32 per year that compounds over a long holding period. On income, NSCI currently yields 3.84% against 3.00% for SCHD.

Holdings Overlap

SCHD already in NSCI0.1%

At least 0.1% of SCHD's money is in holdings NSCI also owns.

Stated as a floor: for NSCI, our book for it covers 15.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 29 positions we hold weights for in NSCI and 100 in SCHD, against full books of 220 and 103.

Top Shared Holdings

StockWeight in NSCIWeight in SCHDDifference
GVMXXState Street Institutional US Government Money Market Fund2.55%0.06%2.49%

You are not choosing between two funds in isolation.

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

NSCISCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, NSCI or SCHD?

NSCI has an expense ratio of 0.38% while SCHD charges 0.06%. SCHD is the cheaper option, by $32 a year on a $10,000 investment.

Which performed better, NSCI or SCHD?

Over the past year NSCI returned +4.29% vs +27.90% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, NSCI or SCHD?

SCHD has been the more volatile fund at 13.6% annualized versus 1.6% for NSCI.

Should I hold both NSCI and SCHD?

NSCI and SCHD have a monthly-return correlation of 0.61, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, NSCI or SCHD?

NSCI yields 3.84% while SCHD yields 3.00%, so NSCI currently pays the higher dividend yield.

Is SCHD better than NSCI?

SCHD has a lower expense ratio. SCHD led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.