SCHD vs SIXG
Schwab US Dividend Equity ETF vs Defiance Connective Technologies ETF
Quick Verdict
SCHD has a lower expense ratio. SIXG delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | SCHD | SIXG | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.30% | |
| AUM | $103.7B | $706M | |
| Dividend Yield | 3.31% | 0.53% | |
| Holdings | 104 | 52 | |
| YTD Return | +25.33% | +25.67% | |
| 1Y Return | +32.31% | +93.92% | |
| 3Y Return (annualized) | +15.40% | - | |
| 5Y Return (annualized) | +9.70% | - | |
| Volatility (annualized) | 13.6% | 22.4% | |
| Max Drawdown | -33.4% | -28.1% | |
| Fund Family | Charles Schwab Asset Management | Defiance ETFs, LLC | |
| Category | Equity | Equity | |
| Inception | Oct 20, 2011 | Mar 4, 2019 |
SCHD vs SIXG Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Defiance Connective Technologies ETF (SIXG) is a ETF from Defiance ETFs, LLC. Over the past year SCHD returned +32.31% while SIXG returned +93.92%. Year to date, SCHD is up 25.33% versus a gain of 25.67% for SIXG.
Risk: Volatility and Drawdowns
SIXG has been the more volatile fund, with annualized monthly volatility of 22.4% 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 -28.1% for SIXG. 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 0.20. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SCHD charges 0.06% per year while SIXG charges 0.30%. On a $10,000 position that is $6 vs $30 annually, a gap of $24 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 0.53% for SIXG.
Holdings Overlap
SCHD and SIXG share 3 holdings out of 148 unique holdings combined, representing a 4.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SCHD or SIXG?
SCHD has an expense ratio of 0.06% while SIXG charges 0.30%. SCHD is the cheaper option. On a $10,000 investment, that is $24 per year of difference.
Which performed better, SCHD or SIXG?
Over the past year SCHD returned +32.31% vs +93.92% for SIXG, so SIXG leads on 1-year performance. Over the longest common window we track (2 years), SCHD annualized +11.45% vs +42.02% for SIXG. Past performance does not guarantee future results.
Which is riskier, SCHD or SIXG?
SIXG has been the more volatile fund at 22.4% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs SIXG -28.1%.
Should I hold both SCHD and SIXG?
SCHD and SIXG have a monthly-return correlation of 0.20, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SCHD and SIXG?
SCHD and SIXG share 3 common holdings with a 4.2% weight overlap. Combined, they hold 148 unique securities.
Which pays a higher dividend, SCHD or SIXG?
SCHD yields 3.31% while SIXG yields 0.53%, so SCHD currently pays the higher dividend yield.
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