SCHD vs SMM

SCHD vs SMM

Which is better, SCHD or SMM?

We do not have enough on SCHD and SMM to separate them.

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

MetricSCHDSMM
Expense Ratio0.06%-
AUM$112.1B-
Dividend Yield3.00%-
Holdings103-
YTD Price Return+22.94%-
1Y Price Return+24.19%-
3Y Price Return (annualized)+11.52%-
5Y Price Return (annualized)+6.01%-
Volatility (annualized)13.8%-
Max Drawdown-33.4%-
Fund FamilyCharles Schwab Asset ManagementSALIENT MIDSTREAM & MLP FUND
CategoryEquity-
StyleLarge Cap Value-
InceptionOct 20, 2011-

Not shown on this pair: $10,000 over the window, Top 10 Weight.

Returns are price returns and exclude distributions, because our data feed carries no adjusted close for SMM. We have no price series for SMM, so there is nothing to compare it against.

SCHD vs SMM Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Salient Midstream & MLP Fund (SMM) is an ETF from SALIENT MIDSTREAM & MLP FUND.

Past performance does not guarantee future results.

You are not choosing between two funds in isolation.

Whichever of SCHD and SMM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SCHDSMM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Is SMM better than SCHD?

We hold very little data on SCHD and SMM, so there is not enough here to separate them. Which one suits a particular account depends on what it is for. This is information, not a recommendation.