SCHD vs SMOM
Schwab US Dividend Equity ETF vs Symmetry Panoramic Sector Momentum ETF
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 | SMOM | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.63% | |
| AUM | $108.7B | $73M | |
| Dividend Yield | 3.13% | 0.15% | |
| Holdings | 104 | 7 | |
| YTD Return | +26.54% | +14.59% | |
| 1Y Return | +30.90% | +17.51% | |
| 3Y Return (annualized) | +16.29% | - | |
| 5Y Return (annualized) | +9.65% | - | |
| Volatility (annualized) | 13.6% | - | |
| Max Drawdown | -33.4% | -7.5% | |
| Fund Family | Charles Schwab Asset Management | Symmetry Partners | |
| Category | Equity | Equity | |
| Inception | Oct 20, 2011 | Sep 9, 2025 |
SCHD vs SMOM Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Symmetry Panoramic Sector Momentum ETF (SMOM) is a ETF from Symmetry Partners. Over the past year SCHD returned +30.90% while SMOM returned +17.51%. Year to date, SCHD is up 26.54% versus a gain of 14.59% for SMOM.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -33.4% for SCHD and -7.5% for SMOM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
SCHD charges 0.06% per year while SMOM charges 0.63%. On a $10,000 position that is $6 vs $63 annually, a gap of $57 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 0.15% for SMOM.
Holdings Overlap
SCHD and SMOM share 0 holdings out of 105 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 SMOM?
SCHD has an expense ratio of 0.06% while SMOM charges 0.63%. SCHD is the cheaper option. On a $10,000 investment, that is $57 per year of difference.
Which performed better, SCHD or SMOM?
Over the past year SCHD returned +30.90% vs +17.51% for SMOM, so SCHD leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between SCHD and SMOM?
SCHD and SMOM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 105 unique securities.
Which pays a higher dividend, SCHD or SMOM?
SCHD yields 3.13% while SMOM yields 0.15%, so SCHD currently pays the higher dividend yield.
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