SCHD vs SDMF
Schwab US Dividend Equity ETF vs Simplify DBi CTA Managed Futures Index ETF
Which is better, SCHD or SDMF?
Large Cap Value against Managed Futures.
SCHD has a lower expense ratio.
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 | SDMF |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.35% |
| AUM | $112.1B | $40M |
| Dividend Yield | 3.00% | 0.38% |
| Holdings | 103 | 71 |
| YTD Return | +24.23%Best | +5.85% |
| 1Y Return | +27.90% | - |
| 3Y Return (annualized) | +15.55% | - |
| 5Y Return (annualized) | +9.97% | - |
| Fund Family | Charles Schwab Asset Management | Simplify Exchange Traded Funds |
| Category | Equity | Alternative |
| Style | Large Cap Value | Managed Futures |
| Inception | Oct 20, 2011 | Feb 17, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
SCHD vs SDMF 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
SCHD vs SDMF Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Simplify DBi CTA Managed Futures Index ETF (SDMF) is an ETF from Simplify Exchange Traded Funds. Year to date, SCHD is up 24.23% versus a gain of 5.85% for SDMF.
Past performance does not guarantee future results.
Fees and Cost Over Time
SCHD charges 0.06% per year while SDMF charges 0.35%. On a $10,000 position that is $6 vs $35 annually, a gap of $29 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 0.38% for SDMF.
Holdings Overlap
We hold position weights for 100 holdings in SCHD and 1 in SDMF, totalling 100.0% and 26.1% 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 100 positions we hold weights for in SCHD and 1 in SDMF, against full books of 103 and 71.
You are not choosing between two funds in isolation.
Whichever of SCHD and SDMF 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 SDMF?
SCHD has an expense ratio of 0.06% while SDMF charges 0.35%. SCHD is the cheaper option, by $29 a year on a $10,000 investment.
Which pays a higher dividend, SCHD or SDMF?
SCHD yields 3.00% while SDMF yields 0.38%, so SCHD currently pays the higher dividend yield.
Is SDMF better than SCHD?
SCHD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.