SCHD vs SDIV
Schwab US Dividend Equity ETF vs Global X SuperDividend ETF
Which is better, SCHD or SDIV?
Large Cap Value against Mid Cap Growth.
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y, 5Y and the full window. SDIV is less concentrated, with 14.2% 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 | SCHD | SDIV |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.58% |
| AUM | $112.2B | $1.2B |
| Dividend Yield | 3.13% | 9.10% |
| Holdings | 103 | 117 |
| YTD Return | +27.56%Best | +9.21% |
| 1Y Return | +30.29%Best | +15.50% |
| 3Y Return (annualized) | +16.37%Best | +14.95% |
| 5Y Return (annualized) | +10.23%Best | +1.29% |
| Volatility (annualized) | 13.6%Best | 18.3% |
| Max Drawdown | -33.4%Best | -69.0% |
| $10,000 over 5 years | $16,274Best | $10,662 |
| Top 10 Weight | 41.5% | 14.2%Best |
| Fund Family | Charles Schwab Asset Management | Global X by mirae Asset |
| Category | Equity | Equity |
| Style | Large Cap Value | Mid Cap Growth |
| Inception | Oct 20, 2011 | Jun 8, 2011 |
Volatility and max drawdown are measured over the window both funds cover: Oct 20, 2011 to Sep 4, 2026 (14.9 years).
SCHD vs SDIV 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.
SCHD vs SDIV Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Global X SuperDividend ETF (SDIV) is an ETF from Global X by mirae Asset. Over the past year SCHD returned +30.29% while SDIV returned +15.50%. Year to date, SCHD is up 27.56% versus a gain of 9.21% for SDIV.
Over three years, SCHD compounded at +16.37% per year against +14.95% for SDIV; over five years the annualized figures are +10.23% and +1.29% respectively. Across the full 15-year window we track, SCHD has the edge at +11.53% annualized vs -2.12%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SDIV has been the more volatile fund, with annualized monthly volatility of 18.3% 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 -33.4% for SCHD and -69.0% for SDIV. 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
SCHD charges 0.06% per year while SDIV charges 0.58%. On a $10,000 position that is $6 vs $58 annually, a gap of $52 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 9.10% for SDIV.
Holdings Overlap
0.2% of SCHD's money is in holdings SDIV also owns. 3.3% of SDIV's money is in holdings SCHD also owns.
SDIV and SCHD share little of their money.
3 positions in common, counted across the 100 positions we hold weights for in SCHD and 104 in SDIV, against full books of 103 and 117.
What only one of them owns
Our book lists 37 positions for SDIV that do not appear in our book for SCHD (35.8% of the fund), and 96 for SCHD that do not appear in SDIV (99.7%).
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.
You are not choosing between two funds in isolation.
Whichever of SCHD and SDIV 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, SCHD or SDIV?
SCHD has an expense ratio of 0.06% while SDIV charges 0.58%. SCHD is the cheaper option, by $52 a year on a $10,000 investment.
Which performed better, SCHD or SDIV?
Over the past year SCHD returned +30.29% vs +15.50% for SDIV, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), SCHD annualized +11.53% vs -2.12% for SDIV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCHD or SDIV?
SDIV has been the more volatile fund at 18.3% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs SDIV -69.0%.
Should I hold both SCHD and SDIV?
SCHD and SDIV 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.
What is the holdings overlap between SCHD and SDIV?
3.3% of SDIV's money is in holdings SCHD also owns. 3.3% of SDIV's is in holdings SCHD also owns. They hold 3 positions in common, counted across the 100 positions we hold weights for in SCHD and 104 in SDIV.
Which pays a higher dividend, SCHD or SDIV?
SCHD yields 3.13% while SDIV yields 9.10%, so SDIV currently pays the higher dividend yield.
Is SDIV better than SCHD?
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y, 5Y and the full window. SDIV is less concentrated, with 14.2% 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.