RDOG vs SCHD
ALPS REIT Dividend Dogs ETF vs Schwab US Dividend Equity ETF
Which is better, RDOG or SCHD?
Small Cap Value against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y, 5Y and the full window. RDOG is less concentrated, with 25.2% of the fund in its ten largest positions against 41.5%.
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
| Metric | RDOG | SCHD |
|---|---|---|
| Expense Ratio | 0.35% | 0.06%Best |
| AUM | $11M | $112.2B |
| Dividend Yield | 6.14% | 3.13% |
| Holdings | 44 | 103 |
| YTD Return | +16.22% | +27.56%Best |
| 1Y Return | +15.33% | +30.29%Best |
| 3Y Return (annualized) | +10.68% | +16.37%Best |
| 5Y Return (annualized) | +1.43% | +10.23%Best |
| Volatility (annualized) | 18.4% | 13.6%Best |
| Max Drawdown | -50.7% | -33.4%Best |
| $10,000 over 5 years | $10,736 | $16,274Best |
| Top 10 Weight | 25.2%Best | 41.5% |
| Fund Family | ALPS Advisors | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Small Cap Value | Large Cap Value |
| Inception | May 7, 2008 | Oct 20, 2011 |
Volatility and max drawdown are measured over the window both funds cover: Oct 20, 2011 to Sep 4, 2026 (14.9 years).
RDOG 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 covers the 14.9 years both funds cover.
RDOG vs SCHD Performance
ALPS REIT Dividend Dogs ETF (RDOG) is an ETF from ALPS Advisors and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year RDOG returned +15.33% while SCHD returned +30.29%. Year to date, RDOG is up 16.22% versus a gain of 27.56% for SCHD.
Over three years, RDOG compounded at +10.68% per year against +16.37% for SCHD; over five years the annualized figures are +1.43% and +10.23% respectively. Across the full 15-year window we track, SCHD has the edge at +11.53% annualized vs +3.95%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
RDOG has been the more volatile fund, with annualized monthly volatility of 18.4% 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 -50.7% for RDOG and -33.4% 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 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
RDOG charges 0.35% per year while SCHD charges 0.06%. On a $10,000 position that is $35 vs $6 annually, a gap of $29 per year that compounds over a long holding period. On income, RDOG currently yields 6.14% against 3.13% for SCHD.
Holdings Overlap
We hold position weights for 43 holdings in RDOG and 100 in SCHD, totalling 99.7% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 43 positions we hold weights for in RDOG and 100 in SCHD, against full books of 44 and 103.
What only one of them owns
Measured across the 43 and 100 positions we hold weights for.
SCHD holds 99 positions RDOG does not, 99.9% of the fund.
Largest: ABT 4.70%, AMGN 4.62%, HD 4.32%, MRK 4.26%, KO 4.20%
You are not choosing between two funds in isolation.
Whichever of RDOG and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, RDOG or SCHD?
RDOG has an expense ratio of 0.35% while SCHD charges 0.06%. SCHD is the cheaper option, by $29 a year on a $10,000 investment.
Which performed better, RDOG or SCHD?
Over the past year RDOG returned +15.33% vs +30.29% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), RDOG annualized +3.95% vs +11.53% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, RDOG or SCHD?
RDOG has been the more volatile fund at 18.4% annualized versus 13.6% for SCHD. Worst drawdown: RDOG -50.7% vs SCHD -33.4%.
Should I hold both RDOG and SCHD?
RDOG and SCHD have a monthly-return correlation of 0.75, 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, RDOG or SCHD?
RDOG yields 6.14% while SCHD yields 3.13%, so RDOG currently pays the higher dividend yield.
Is SCHD better than RDOG?
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y, 5Y and the full window. RDOG is less concentrated, with 25.2% of the fund in its ten largest positions against 41.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.