SCHD vs SNOV
Schwab US Dividend Equity ETF vs FT Vest US Small Cap Moderate Buffer ETF - November
Which is better, SCHD or SNOV?
Large Cap Value against Multi Alternative.
SCHD has a lower expense ratio. SCHD led over 1Y and the full window.
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
| Metric | SCHD | SNOV |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.90% |
| AUM | $112.2B | $114M |
| Dividend Yield | 3.13% | 0.00% |
| Holdings | 103 | 10 |
| YTD Return | +27.56%Best | +11.15% |
| 1Y Return | +30.29%Best | +13.16% |
| 3Y Return (annualized) | +16.37% | - |
| 5Y Return (annualized) | +10.23% | - |
| Volatility (annualized) | 12.8% | 8.1%Best |
| Max Drawdown | -16.1% | -15.4%Best |
| $10,000 over 2.8 years | $16,191Best | $13,772 |
| Fund Family | Charles Schwab Asset Management | First Trust Portfolios (US) |
| Category | Equity | Alternative |
| Style | Large Cap Value | Multi Alternative |
| Inception | Oct 20, 2011 | Nov 17, 2023 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Nov 20, 2023 to Sep 4, 2026 (2.8 years).
SCHD vs SNOV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.8 years both funds cover.
SCHD vs SNOV Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and FT Vest US Small Cap Moderate Buffer ETF - November (SNOV) is an ETF from First Trust Portfolios (US). Over the past year SCHD returned +30.29% while SNOV returned +13.16%. Year to date, SCHD is up 27.56% versus a gain of 11.15% for SNOV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 12.8% compared with 8.1% for SNOV. 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 -16.1% for SCHD and -15.4% for SNOV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.61. They move together some of the time, and apart the rest.
Fees and Cost Over Time
SCHD charges 0.06% per year while SNOV charges 0.90%. On a $10,000 position that is $6 vs $90 annually, a gap of $84 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 0.00% for SNOV.
Holdings Overlap
We hold position weights for 100 holdings in SCHD and 1 in SNOV, totalling 100.0% and 0.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 100 positions we hold weights for in SCHD and 1 in SNOV, against full books of 103 and 10.
You are not choosing between two funds in isolation.
Whichever of SCHD and SNOV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SCHD or SNOV?
SCHD has an expense ratio of 0.06% while SNOV charges 0.90%. SCHD is the cheaper option, by $84 a year on a $10,000 investment.
Which performed better, SCHD or SNOV?
Over the past year SCHD returned +30.29% vs +13.16% for SNOV, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCHD or SNOV?
SCHD has been the more volatile fund at 12.8% annualized versus 8.1% for SNOV. Worst drawdown: SCHD -16.1% vs SNOV -15.4%.
Should I hold both SCHD and SNOV?
SCHD and SNOV have a monthly-return correlation of 0.61, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, SCHD or SNOV?
SCHD yields 3.13% while SNOV yields 0.00%, so SCHD currently pays the higher dividend yield.
Is SNOV better than SCHD?
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.