NYYY vs SCHD

NYYY vs SCHD

Which is better, NYYY or SCHD?

Short Term Mid Quality against Large Cap Value.

SCHD has a lower expense ratio.

Lower Fees: 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

MetricNYYYSCHD
Expense Ratio0.99%0.06%Best
AUM$1M$112.1B
Dividend Yield5.22%3.00%
Holdings4103
YTD Return-3.75%+24.59%Best
1Y Return-+28.14%
3Y Return (annualized)-+15.58%
5Y Return (annualized)-+9.90%
Fund FamilyWallStreetX ETFs, Inc.Charles Schwab Asset Management
CategoryFixed IncomeEquity
StyleShort Term Mid QualityLarge Cap Value
InceptionMay 13, 2026Oct 20, 2011

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

NYYY 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.

NYYY vs SCHD Performance

xETFs NVDA Daily Income ETF (NYYY) is an ETF from WallStreetX ETFs, Inc. and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, NYYY is down 3.75% versus a gain of 24.59% for SCHD.

Past performance does not guarantee future results.

Fees and Cost Over Time

NYYY charges 0.99% per year while SCHD charges 0.06%. On a $10,000 position that is $99 vs $6 annually, a gap of $93 per year that compounds over a long holding period. On income, NYYY currently yields 5.22% against 3.00% for SCHD.

You are not choosing between two funds in isolation.

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

NYYYSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, NYYY or SCHD?

NYYY has an expense ratio of 0.99% while SCHD charges 0.06%. SCHD is the cheaper option, by $93 a year on a $10,000 investment.

Which pays a higher dividend, NYYY or SCHD?

NYYY yields 5.22% while SCHD yields 3.00%, so NYYY currently pays the higher dividend yield.

Is SCHD better than NYYY?

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