NUDV vs SCHD
Nuveen ESG Dividend ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | NUDV | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.26% | 0.06% | |
| AUM | $50M | $103.7B | |
| Dividend Yield | 2.15% | 3.31% | |
| Holdings | 87 | 104 | |
| YTD Return | +14.09% | +25.58% | |
| 1Y Return | +21.90% | +31.06% | |
| 3Y Return (annualized) | +15.26% | +15.55% | |
| 5Y Return (annualized) | - | +9.61% | |
| Volatility (annualized) | 15.8% | 13.6% | |
| Max Drawdown | -20.1% | -33.4% | |
| Fund Family | Nuveen | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Sep 27, 2021 | Oct 20, 2011 |
NUDV vs SCHD Performance
Nuveen ESG Dividend ETF (NUDV) is a ETF from Nuveen and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year NUDV returned +21.90% while SCHD returned +31.06%. Year to date, NUDV is up 14.09% versus a gain of 25.58% for SCHD.
Over three years, NUDV compounded at +15.26% per year against +15.55% for SCHD. Across the full 5-year window we track, SCHD has the edge at +11.46% annualized vs +10.14%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
NUDV has been the more volatile fund, with annualized monthly volatility of 15.8% compared with 13.6% 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 -20.1% for NUDV 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 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
NUDV charges 0.26% per year while SCHD charges 0.06%. On a $10,000 position that is $26 vs $6 annually, a gap of $20 per year that compounds over a long holding period. On income, NUDV currently yields 2.15% against 3.31% for SCHD.
Holdings Overlap
NUDV and SCHD share 15 holdings out of 170 unique holdings combined, representing a 18.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, NUDV or SCHD?
NUDV has an expense ratio of 0.26% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $20 per year of difference.
Which performed better, NUDV or SCHD?
Over the past year NUDV returned +21.90% vs +31.06% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (5 years), NUDV annualized +10.14% vs +11.46% for SCHD. Past performance does not guarantee future results.
Which is riskier, NUDV or SCHD?
NUDV has been the more volatile fund at 15.8% annualized versus 13.6% for SCHD. Worst drawdown: NUDV -20.1% vs SCHD -33.4%.
Should I hold both NUDV and SCHD?
NUDV and SCHD have a monthly-return correlation of 0.94, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between NUDV and SCHD?
NUDV and SCHD share 15 common holdings with a 18.3% weight overlap. Combined, they hold 170 unique securities.
Which pays a higher dividend, NUDV or SCHD?
NUDV yields 2.15% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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