SCHD vs SFTX

Quick Verdict

SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: TiedMore Diversified: SCHD

Side-by-Side Comparison

MetricSCHDSFTXWinner
Expense Ratio0.06%0.82%
AUM$103.7B$488M
Dividend Yield3.31%0.21%
Holdings104283
YTD Return+24.26%+19.01%
1Y Return+31.38%-
3Y Return (annualized)+15.08%-
5Y Return (annualized)+9.72%-
Volatility (annualized)13.6%-
Max Drawdown-33.4%-12.8%
Fund FamilyCharles Schwab Asset ManagementHorizon Funds
CategoryEquityEquity
InceptionOct 20, 2011Dec 2, 2025

SCHD vs SFTX Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Horizon International Managed Risk ETF (SFTX) is a ETF from Horizon Funds. Year to date, SCHD is up 24.26% versus a gain of 19.01% for SFTX.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -33.4% for SCHD and -12.8% for SFTX. 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 SFTX charges 0.82%. On a $10,000 position that is $6 vs $82 annually, a gap of $76 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 0.21% for SFTX.

Holdings Overlap

0.0%overlap

SCHD and SFTX share 0 holdings out of 122 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, SCHD or SFTX?

SCHD has an expense ratio of 0.06% while SFTX charges 0.82%. SCHD is the cheaper option. On a $10,000 investment, that is $76 per year of difference.

What is the holdings overlap between SCHD and SFTX?

SCHD and SFTX share 0 common holdings with a 0.0% weight overlap. Combined, they hold 122 unique securities.

Which pays a higher dividend, SCHD or SFTX?

SCHD yields 3.31% while SFTX yields 0.21%, so SCHD currently pays the higher dividend yield.

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