NSCS vs SCHD

NSCS vs SCHD

Which is better, NSCS or SCHD?

Small Cap Blend against Large Cap Value.

SCHD has a lower expense ratio. SCHD led over 1Y and the full window.

Lower Fees: SCHDHigher Returns: 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

MetricNSCSSCHD
Expense Ratio0.86%0.06%Best
AUM$7M$112.1B
Dividend Yield0.31%3.00%
Holdings82103
Volatility (annualized)20.8%15.4%Best
Max Drawdown-30.6%-16.9%Best
$10,000 over 3.9 years$10,688$11,993Best
Fund FamilyNuveenCharles Schwab Asset Management
CategoryEquityEquity
StyleSmall Cap BlendLarge Cap Value
InceptionAug 4, 2021Oct 20, 2011

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 444 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. NSCS has data through Jun 23, 2025 and SCHD through Sep 10, 2026.

Volatility and max drawdown, and the $10,000 over 3.9 years row, are measured over the window both funds cover: Aug 5, 2021 to Jun 23, 2025 (3.9 years).

Risk: Volatility and Drawdowns

NSCS has been the more volatile fund, with annualized monthly volatility of 20.8% compared with 15.4% 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 -30.6% for NSCS and -16.9% 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 0.83. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

NSCS charges 0.86% per year while SCHD charges 0.06%. On a $10,000 position that is $86 vs $6 annually, a gap of $80 per year that compounds over a long holding period. On income, NSCS currently yields 0.31% against 3.00% for SCHD.

You are not choosing between two funds in isolation.

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

NSCSSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, NSCS or SCHD?

NSCS has an expense ratio of 0.86% while SCHD charges 0.06%. SCHD is the cheaper option, by $80 a year on a $10,000 investment.

Which is riskier, NSCS or SCHD?

NSCS has been the more volatile fund at 20.8% annualized versus 15.4% for SCHD. Worst drawdown: NSCS -30.6% vs SCHD -16.9%.

Should I hold both NSCS and SCHD?

NSCS and SCHD have a monthly-return correlation of 0.83, 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, NSCS or SCHD?

NSCS yields 0.31% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than NSCS?

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