RADD vs SCHD

RADD vs SCHD

Which is better, RADD or SCHD?

Large Cap Blend against Large Cap Value.

SCHD has a lower expense ratio. RADD is less concentrated, with 35.5% of the fund in its ten largest positions against 41.3%.

Lower Fees: SCHDLess Concentrated: RADD

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

MetricRADDSCHD
Expense Ratio0.25%0.06%Best
AUM$1.1B$124.4B
Dividend Yield0.00%2.96%
Holdings1,030102
YTD Return+0.02%+33.46%Best
1Y Return-+37.35%
3Y Return (annualized)-+19.54%
5Y Return (annualized)-+10.35%
Top 10 Weight35.5%Best41.3%
Fund FamilyAllianceBernstein L.P.Charles Schwab Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionOct 23, 2026Oct 20, 2011

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

RADD 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.

RADD vs SCHD Performance

AB US Research Advanced ETF (RADD) is an ETF from AllianceBernstein L.P. and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, RADD is up 0.02% versus a gain of 33.46% for SCHD.

Past performance does not guarantee future results.

Fees and Cost Over Time

RADD charges 0.25% per year while SCHD charges 0.06%. On a $10,000 position that is $25 vs $6 annually, a gap of $19 per year that compounds over a long holding period. On income, RADD currently yields 0.00% against 2.96% for SCHD.

Holdings Overlap

RADD already in SCHD5.3%
SCHD already in RADD93.1%

5.3% of RADD's money is in holdings SCHD also owns. 93.1% of SCHD's money is in holdings RADD also owns.

Most of SCHD is already inside RADD. Owning both mostly buys the same companies twice.

57 positions in common, counted across the 1,027 positions we hold weights for in RADD and 98 in SCHD, against full books of 1,030 and 102.

What only one of them owns

Our book lists 39 positions for SCHD that do not appear in our book for RADD (2.1% of the fund), and 455 for RADD that do not appear in SCHD (93.6%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in RADDWeight in SCHDDifference
KOCoca Cola Co.0.41%4.22%3.81%
HDHome Depot Inc/The0.47%4.16%3.69%
PGProcter & Gamble Company0.27%4.30%4.03%
MRKMerck & Co. Inc.0.75%3.80%3.05%
CVXChevron Corp.0.26%4.17%3.91%
UNHUnitedhealth Group Inc.0.49%3.89%3.40%
COPConocophillips Co0.14%4.15%4.01%
AMGNAmgen Inc.0.16%4.08%3.92%
ABTAbbott Laboratories0.21%3.87%3.66%
PEPPepsico Inc.0.15%3.88%3.73%

93.1% of SCHD is already inside RADD.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

RADDSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, RADD or SCHD?

RADD has an expense ratio of 0.25% while SCHD charges 0.06%. SCHD is the cheaper option, by $19 a year on a $10,000 investment.

What is the holdings overlap between RADD and SCHD?

93.1% of SCHD's money is in holdings RADD also owns. 93.1% of SCHD's is in holdings RADD also owns. They hold 57 positions in common, counted across the 1,027 positions we hold weights for in RADD and 98 in SCHD.

Which pays a higher dividend, RADD or SCHD?

RADD yields 0.00% while SCHD yields 2.96%, so SCHD currently pays the higher dividend yield.

Is SCHD better than RADD?

SCHD has a lower expense ratio. RADD is less concentrated, with 35.5% of the fund in its ten largest positions against 41.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.