SCHD vs SHEH
Schwab US Dividend Equity ETF vs Shell PLC ADRhedged
Which is better, SCHD or SHEH?
Large Cap Value against Multi Alternative.
SCHD has a lower expense ratio. SHEH led over 1Y and the full window.
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 | SHEH |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.19% |
| AUM | $112.2B | $1M |
| Dividend Yield | 3.13% | 2.11% |
| Holdings | 103 | 2 |
| YTD Return | +27.56%Best | +24.59% |
| 1Y Return | +30.29% | +30.56%Best |
| 3Y Return (annualized) | +16.37% | - |
| 5Y Return (annualized) | +10.23% | - |
| Volatility (annualized) | 13.8%Best | 23.1% |
| Max Drawdown | -16.1%Best | -18.8% |
| $10,000 over 1.9 years | $13,188 | $13,563Best |
| Fund Family | Charles Schwab Asset Management | ADRH |
| Category | Equity | Alternative |
| Style | Large Cap Value | Multi Alternative |
| Inception | Oct 20, 2011 | Oct 1, 2024 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Oct 7, 2024 to Sep 4, 2026 (1.9 years).
SCHD vs SHEH 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 1.9 years both funds cover.
SCHD vs SHEH Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Shell PLC ADRhedged (SHEH) is an ETF from ADRH. Over the past year SCHD returned +30.29% while SHEH returned +30.56%. Year to date, SCHD is up 27.56% versus a gain of 24.59% for SHEH.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SHEH has been the more volatile fund, with annualized monthly volatility of 23.1% compared with 13.8% 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 -16.1% for SCHD and -18.8% for SHEH. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.35. They move together some of the time, and apart the rest.
Fees and Cost Over Time
SCHD charges 0.06% per year while SHEH charges 0.19%. On a $10,000 position that is $6 vs $19 annually, a gap of $13 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 2.11% for SHEH.
Holdings Overlap
We hold position weights for 100 holdings in SCHD and 1 in SHEH, totalling 100.0% and 98.5% 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 SHEH, against full books of 103 and 2.
You are not choosing between two funds in isolation.
Whichever of SCHD and SHEH 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 SHEH?
SCHD has an expense ratio of 0.06% while SHEH charges 0.19%. SCHD is the cheaper option, by $13 a year on a $10,000 investment.
Which performed better, SCHD or SHEH?
Over the past year SCHD returned +30.29% vs +30.56% for SHEH, so SHEH leads on 1-year performance. Over the longest common window we track (2 years), SCHD annualized +15.68% vs +17.40% for SHEH. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCHD or SHEH?
SHEH has been the more volatile fund at 23.1% annualized versus 13.8% for SCHD. Worst drawdown: SCHD -16.1% vs SHEH -18.8%.
Should I hold both SCHD and SHEH?
SCHD and SHEH have a monthly-return correlation of 0.35, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, SCHD or SHEH?
SCHD yields 3.13% while SHEH yields 2.11%, so SCHD currently pays the higher dividend yield.
Is SHEH better than SCHD?
SCHD has a lower expense ratio. SHEH led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.