SCHD vs SIL

SCHD vs SIL
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Quick Verdict

SCHD has a lower expense ratio. SIL delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.

Lower Fees: SCHDHigher Returns: SILMore Diversified: SCHD

Side-by-Side Comparison

MetricSCHDSILWinner
Expense Ratio0.06%0.65%
AUM$108.7B$4.8B
Dividend Yield3.13%1.38%
Holdings10444
YTD Return+26.54%+8.03%
1Y Return+30.90%+68.47%
3Y Return (annualized)+16.29%+54.82%
5Y Return (annualized)+9.65%+18.99%
Volatility (annualized)13.6%40.0%
Max Drawdown-33.4%-83.4%
Fund FamilyCharles Schwab Asset ManagementGlobal X by mirae Asset
CategoryEquityEquity
InceptionOct 20, 2011Apr 19, 2010

SCHD vs SIL Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Global X Silver Miners ETF (SIL) is a ETF from Global X by mirae Asset. Over the past year SCHD returned +30.90% while SIL returned +68.47%. Year to date, SCHD is up 26.54% versus a gain of 8.03% for SIL.

Over three years, SCHD compounded at +16.29% per year against +54.82% for SIL; over five years the annualized figures are +9.65% and +18.99% respectively. Across the full 15-year window we track, SCHD has the edge at +11.51% annualized vs +4.82%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SIL has been the more volatile fund, with annualized monthly volatility of 40.0% 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 -83.4% for SIL. 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 0.30. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SCHD charges 0.06% per year while SIL charges 0.65%. On a $10,000 position that is $6 vs $65 annually, a gap of $59 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 1.38% for SIL.

Holdings Overlap

0.0%overlap

SCHD and SIL share 0 holdings out of 137 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 SIL?

SCHD has an expense ratio of 0.06% while SIL charges 0.65%. SCHD is the cheaper option. On a $10,000 investment, that is $59 per year of difference.

Which performed better, SCHD or SIL?

Over the past year SCHD returned +30.90% vs +68.47% for SIL, so SIL leads on 1-year performance. Over the longest common window we track (15 years), SCHD annualized +11.51% vs +4.82% for SIL. Past performance does not guarantee future results.

Which is riskier, SCHD or SIL?

SIL has been the more volatile fund at 40.0% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs SIL -83.4%.

Should I hold both SCHD and SIL?

SCHD and SIL have a monthly-return correlation of 0.30, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SCHD and SIL?

SCHD and SIL share 0 common holdings with a 0.0% weight overlap. Combined, they hold 137 unique securities.

Which pays a higher dividend, SCHD or SIL?

SCHD yields 3.13% while SIL yields 1.38%, so SCHD currently pays the higher dividend yield.

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