SCHD vs SCLZ

Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: SCHD

Side-by-Side Comparison

MetricSCHDSCLZWinner
Expense Ratio0.06%0.79%
AUM$103.7B$19M
Dividend Yield3.31%8.01%
Holdings10490
YTD Return+24.26%+4.20%
1Y Return+31.38%+10.31%
3Y Return (annualized)+15.08%-
5Y Return (annualized)+9.72%-
Volatility (annualized)13.6%7.9%
Max Drawdown-33.4%-12.6%
Fund FamilyCharles Schwab Asset ManagementSwan Capital Management
CategoryEquityEquity
InceptionOct 20, 2011Feb 26, 2024

SCHD vs SCLZ Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Swan Enhanced Dividend Income ETF (SCLZ) is a ETF from Swan Capital Management. Over the past year SCHD returned +31.38% while SCLZ returned +10.31%. Year to date, SCHD is up 24.26% versus a gain of 4.20% for SCLZ.

Risk: Volatility and Drawdowns

SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 7.9% for SCLZ. 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 -33.4% for SCHD and -12.6% for SCLZ. 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 0.39. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SCHD charges 0.06% per year while SCLZ charges 0.79%. On a $10,000 position that is $6 vs $79 annually, a gap of $73 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 8.01% for SCLZ.

Holdings Overlap

4.8%overlap

SCHD and SCLZ share 6 holdings out of 152 unique holdings combined, representing a 4.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SCHDWeight in SCLZDifference
HD4.16%1.54%2.62%
KO4.08%0.94%3.14%
CVX3.95%1.02%2.93%
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AMGNProProPro
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Frequently Asked Questions

Which is cheaper, SCHD or SCLZ?

SCHD has an expense ratio of 0.06% while SCLZ charges 0.79%. SCHD is the cheaper option. On a $10,000 investment, that is $73 per year of difference.

Which performed better, SCHD or SCLZ?

Over the past year SCHD returned +31.38% vs +10.31% for SCLZ, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), SCHD annualized +11.39% vs +9.29% for SCLZ. Past performance does not guarantee future results.

Which is riskier, SCHD or SCLZ?

SCHD has been the more volatile fund at 13.6% annualized versus 7.9% for SCLZ. Worst drawdown: SCHD -33.4% vs SCLZ -12.6%.

Should I hold both SCHD and SCLZ?

SCHD and SCLZ have a monthly-return correlation of 0.39, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SCHD and SCLZ?

SCHD and SCLZ share 6 common holdings with a 4.8% weight overlap. Combined, they hold 152 unique securities.

Which pays a higher dividend, SCHD or SCLZ?

SCHD yields 3.31% while SCLZ yields 8.01%, so SCLZ currently pays the higher dividend yield.

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