RNMN vs SCHD

RNMN vs SCHD
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Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. RNMN offers more diversification with 177 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: RNMN

Side-by-Side Comparison

MetricRNMNSCHDWinner
Expense Ratio0.59%0.06%
AUM$7M$108.7B
Dividend Yield9.66%3.13%
Holdings177104
YTD Return+0.00%+26.50%
1Y Return-+31.25%
3Y Return (annualized)-+16.34%
5Y Return (annualized)-+10.10%
Volatility (annualized)-13.6%
Max Drawdown-0.5%-33.4%
Fund FamilyTrueSharesCharles Schwab Asset Management
CategoryEquityEquity
InceptionJul 11, 2022Oct 20, 2011

RNMN vs SCHD Performance

RiverNorth Market Neutral ETF (RNMN) is a ETF from TrueShares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, RNMN is up 0.00% versus a gain of 26.50% for SCHD.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -0.5% for RNMN 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

RNMN charges 0.59% per year while SCHD charges 0.06%. On a $10,000 position that is $59 vs $6 annually, a gap of $53 per year that compounds over a long holding period. On income, RNMN currently yields 9.66% against 3.13% for SCHD.

Holdings Overlap

0.0%overlap

RNMN and SCHD share 0 holdings out of 187 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, RNMN or SCHD?

RNMN has an expense ratio of 0.59% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $53 per year of difference.

What is the holdings overlap between RNMN and SCHD?

RNMN and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 187 unique securities.

Which pays a higher dividend, RNMN or SCHD?

RNMN yields 9.66% while SCHD yields 3.13%, so RNMN currently pays the higher dividend yield.

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