SCHD vs SHEH
Schwab US Dividend Equity ETF vs Shell PLC ADRhedged
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | SCHD | SHEH | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.19% | |
| AUM | $108.7B | $1M | |
| Dividend Yield | 3.13% | 2.11% | |
| Holdings | 104 | 2 | |
| YTD Return | +26.54% | +21.18% | |
| 1Y Return | +30.90% | +28.61% | |
| 3Y Return (annualized) | +16.29% | - | |
| 5Y Return (annualized) | +9.65% | - | |
| Volatility (annualized) | 13.6% | 23.6% | |
| Max Drawdown | -33.4% | -18.8% | |
| Fund Family | Charles Schwab Asset Management | ADRH | |
| Category | Equity | Alternative | |
| Inception | Oct 20, 2011 | Oct 1, 2024 |
SCHD vs SHEH Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Shell PLC ADRhedged (SHEH) is a ETF from ADRH. Over the past year SCHD returned +30.90% while SHEH returned +28.61%. Year to date, SCHD is up 26.54% versus a gain of 21.18% for SHEH.
Risk: Volatility and Drawdowns
SHEH has been the more volatile fund, with annualized monthly volatility of 23.6% 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 -18.8% for SHEH. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.36. They move independently enough that combining them can meaningfully diversify a portfolio.
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
SCHD and SHEH share 0 holdings out of 102 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 SHEH?
SCHD has an expense ratio of 0.06% while SHEH charges 0.19%. SCHD is the cheaper option. On a $10,000 investment, that is $13 per year of difference.
Which performed better, SCHD or SHEH?
Over the past year SCHD returned +30.90% vs +28.61% for SHEH, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), SCHD annualized +11.51% vs +16.23% for SHEH. Past performance does not guarantee future results.
Which is riskier, SCHD or SHEH?
SHEH has been the more volatile fund at 23.6% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs SHEH -18.8%.
Should I hold both SCHD and SHEH?
SCHD and SHEH have a monthly-return correlation of 0.36, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SCHD and SHEH?
SCHD and SHEH share 0 common holdings with a 0.0% weight overlap. Combined, they hold 102 unique securities.
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.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.