NUIF vs SCHD

NUIF vs SCHD
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Quick Verdict

SCHD has a lower expense ratio. SCHD offers more diversification with 104 holdings.

Lower Fees: SCHDHigher Returns: TiedMore Diversified: SCHD

Side-by-Side Comparison

MetricNUIFSCHDWinner
Expense Ratio0.55%0.06%
AUM$20M$108.7B
Dividend Yield0.00%3.13%
Holdings37104
YTD Return+1.41%+26.54%
1Y Return-+30.90%
3Y Return (annualized)-+16.29%
5Y Return (annualized)-+9.65%
Volatility (annualized)-13.6%
Max Drawdown-6.3%-33.4%
Fund FamilyNuveenCharles Schwab Asset Management
CategoryEquityEquity
InceptionJun 17, 2026Oct 20, 2011

NUIF vs SCHD Performance

Nuveen US Infrastructure ETF (NUIF) is a ETF from Nuveen and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, NUIF is up 1.41% versus a gain of 26.54% for SCHD.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -6.3% for NUIF 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

NUIF charges 0.55% per year while SCHD charges 0.06%. On a $10,000 position that is $55 vs $6 annually, a gap of $49 per year that compounds over a long holding period. On income, NUIF currently yields 0.00% against 3.13% for SCHD.

Holdings Overlap

1.4%overlap

NUIF and SCHD share 1 holdings out of 136 unique holdings combined, representing a 1.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in NUIFWeight in SCHDDifference
OKE2.92%1.36%1.56%

Frequently Asked Questions

Which is cheaper, NUIF or SCHD?

NUIF has an expense ratio of 0.55% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $49 per year of difference.

What is the holdings overlap between NUIF and SCHD?

NUIF and SCHD share 1 common holdings with a 1.4% weight overlap. Combined, they hold 136 unique securities.

Which pays a higher dividend, NUIF or SCHD?

NUIF yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.

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