SCHD vs SMOG
Schwab US Dividend Equity ETF vs VanEck Low Carbon Energy ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | SCHD | SMOG | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.64% | |
| AUM | $103.7B | $131M | |
| Dividend Yield | 3.31% | 1.39% | |
| Holdings | 104 | 63 | |
| YTD Return | +25.33% | +5.66% | |
| 1Y Return | +32.31% | +23.25% | |
| 3Y Return (annualized) | +15.40% | +6.74% | |
| 5Y Return (annualized) | +9.70% | -1.89% | |
| Volatility (annualized) | 13.6% | 28.5% | |
| Max Drawdown | -33.4% | -84.4% | |
| Fund Family | Charles Schwab Asset Management | VanEck | |
| Category | Equity | Equity | |
| Inception | Oct 20, 2011 | May 3, 2007 |
SCHD vs SMOG Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and VanEck Low Carbon Energy ETF (SMOG) is a ETF from VanEck. Over the past year SCHD returned +32.31% while SMOG returned +23.25%. Year to date, SCHD is up 25.33% versus a gain of 5.66% for SMOG.
Over three years, SCHD compounded at +15.40% per year against +6.74% for SMOG; over five years the annualized figures are +9.70% and -1.89% respectively. Across the full 15-year window we track, SCHD has the edge at +11.45% annualized vs +1.68%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SMOG has been the more volatile fund, with annualized monthly volatility of 28.5% 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 -84.4% for SMOG. 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 0.59. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SCHD charges 0.06% per year while SMOG charges 0.64%. On a $10,000 position that is $6 vs $64 annually, a gap of $58 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 1.39% for SMOG.
Holdings Overlap
SCHD and SMOG share 0 holdings out of 155 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 SMOG?
SCHD has an expense ratio of 0.06% while SMOG charges 0.64%. SCHD is the cheaper option. On a $10,000 investment, that is $58 per year of difference.
Which performed better, SCHD or SMOG?
Over the past year SCHD returned +32.31% vs +23.25% for SMOG, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), SCHD annualized +11.45% vs +1.68% for SMOG. Past performance does not guarantee future results.
Which is riskier, SCHD or SMOG?
SMOG has been the more volatile fund at 28.5% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs SMOG -84.4%.
Should I hold both SCHD and SMOG?
SCHD and SMOG have a monthly-return correlation of 0.59, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SCHD and SMOG?
SCHD and SMOG share 0 common holdings with a 0.0% weight overlap. Combined, they hold 155 unique securities.
Which pays a higher dividend, SCHD or SMOG?
SCHD yields 3.31% while SMOG yields 1.39%, so SCHD currently pays the higher dividend yield.
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