SCHD vs SDMF
Schwab US Dividend Equity ETF vs Simplify DBi CTA Managed Futures Index ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | SCHD | SDMF | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.35% | |
| AUM | $103.7B | - | |
| Dividend Yield | 3.31% | - | |
| Holdings | 104 | 0 | |
| YTD Return | +25.33% | +3.80% | |
| 1Y Return | +32.31% | - | |
| 3Y Return (annualized) | +15.40% | - | |
| 5Y Return (annualized) | +9.70% | - | |
| Volatility (annualized) | 13.6% | - | |
| Max Drawdown | -33.4% | -6.2% | |
| Fund Family | Charles Schwab Asset Management | Simplify Exchange Traded Funds | |
| Category | Equity | Alternative | |
| Inception | Oct 20, 2011 | Feb 17, 2026 |
SCHD vs SDMF Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Simplify DBi CTA Managed Futures Index ETF (SDMF) is a ETF from Simplify Exchange Traded Funds. Year to date, SCHD is up 25.33% versus a gain of 3.80% for SDMF.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -33.4% for SCHD and -6.2% for SDMF. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
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.
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. On a $10,000 investment, that is $29 per year of difference.
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