RODM vs SCHD
Hartford Multifactor Developed Markets (ex-US) ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. RODM offers more diversification with 335 holdings.
Side-by-Side Comparison
| Metric | RODM | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.29% | 0.06% | |
| AUM | $1.6B | $103.7B | |
| Dividend Yield | 2.88% | 3.31% | |
| Holdings | 340 | 104 | |
| YTD Return | +14.66% | +25.62% | |
| 1Y Return | +24.99% | +32.62% | |
| 3Y Return (annualized) | +20.36% | +15.58% | |
| 5Y Return (annualized) | +9.74% | +9.63% | |
| Volatility (annualized) | 13.7% | 13.6% | |
| Max Drawdown | -38.3% | -33.4% | |
| Fund Family | Hartford Funds | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Feb 25, 2015 | Oct 20, 2011 |
RODM vs SCHD Performance
Hartford Multifactor Developed Markets (ex-US) ETF (RODM) is a ETF from Hartford Funds and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year RODM returned +24.99% while SCHD returned +32.62%. Year to date, RODM is up 14.66% versus a gain of 25.62% for SCHD.
Over three years, RODM compounded at +20.36% per year against +15.58% for SCHD; over five years the annualized figures are +9.74% and +9.63% respectively. Across the full 12-year window we track, SCHD has the edge at +11.47% annualized vs +6.49%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
RODM has been the more volatile fund, with annualized monthly volatility of 13.7% 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 -38.3% for RODM and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
RODM charges 0.29% per year while SCHD charges 0.06%. On a $10,000 position that is $29 vs $6 annually, a gap of $23 per year that compounds over a long holding period. On income, RODM currently yields 2.88% against 3.31% for SCHD.
Holdings Overlap
RODM and SCHD share 0 holdings out of 435 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, RODM or SCHD?
RODM has an expense ratio of 0.29% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $23 per year of difference.
Which performed better, RODM or SCHD?
Over the past year RODM returned +24.99% vs +32.62% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (12 years), RODM annualized +6.49% vs +11.47% for SCHD. Past performance does not guarantee future results.
Which is riskier, RODM or SCHD?
RODM has been the more volatile fund at 13.7% annualized versus 13.6% for SCHD. Worst drawdown: RODM -38.3% vs SCHD -33.4%.
Should I hold both RODM and SCHD?
RODM and SCHD have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between RODM and SCHD?
RODM and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 435 unique securities.
Which pays a higher dividend, RODM or SCHD?
RODM yields 2.88% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.