SCHD vs SNSR
Schwab US Dividend Equity ETF vs Global X Internet of Things ETF
Which is better, SCHD or SNSR?
Large Cap Value against Mid Cap Blend.
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y and 5Y, SNSR over the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 49.2%.
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 | SNSR |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.68% |
| AUM | $112.1B | $205M |
| Dividend Yield | 3.00% | 0.49% |
| Holdings | 103 | 73 |
| YTD Return | +25.07% | +27.85%Best |
| 1Y Return | +27.61%Best | +22.80% |
| 3Y Return (annualized) | +15.74%Best | +15.65% |
| 5Y Return (annualized) | +9.89%Best | +5.38% |
| Volatility (annualized) | 15.3%Best | 22.5% |
| Max Drawdown | -33.4%Best | -38.5% |
| $10,000 over 5 years | $16,025Best | $12,995 |
| Top 10 Weight | 41.8%Best | 49.2% |
| Fund Family | Charles Schwab Asset Management | Global X by mirae Asset |
| Category | Equity | Equity |
| Style | Large Cap Value | Mid Cap Blend |
| Inception | Oct 20, 2011 | Sep 12, 2016 |
Volatility and max drawdown are measured over the window both funds cover: Sep 16, 2016 to Sep 11, 2026 (10 years).
SCHD vs SNSR 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 10 years both funds cover.
SCHD vs SNSR Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Global X Internet of Things ETF (SNSR) is an ETF from Global X by mirae Asset. Over the past year SCHD returned +27.61% while SNSR returned +22.80%. Year to date, SCHD is up 25.07% versus a gain of 27.85% for SNSR.
Over three years, SCHD compounded at +15.74% per year against +15.65% for SNSR; over five years the annualized figures are +9.89% and +5.38% respectively. Across the full 10-year window we track, SNSR has the edge at +12.56% annualized vs +11.50%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SNSR has been the more volatile fund, with annualized monthly volatility of 22.5% compared with 15.3% 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 -38.5% for SNSR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SCHD charges 0.06% per year while SNSR charges 0.68%. On a $10,000 position that is $6 vs $68 annually, a gap of $62 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 0.49% for SNSR.
Holdings Overlap
2.8% of SCHD's money is in holdings SNSR also owns. 5.5% of SNSR's money is in holdings SCHD also owns.
SNSR and SCHD share little of their money.
2 positions in common, counted across the 100 positions we hold weights for in SCHD and 71 in SNSR, against full books of 103 and 73.
What only one of them owns
Our book lists 43 positions for SNSR that do not appear in our book for SCHD (59.6% of the fund), and 97 for SCHD that do not appear in SNSR (97.2%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of SCHD and SNSR 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 SNSR?
SCHD has an expense ratio of 0.06% while SNSR charges 0.68%. SCHD is the cheaper option, by $62 a year on a $10,000 investment.
Which performed better, SCHD or SNSR?
Over the past year SCHD returned +27.61% vs +22.80% for SNSR, so SCHD leads on 1-year performance. Over the longest common window we track (10 years), SCHD annualized +11.50% vs +12.56% for SNSR. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCHD or SNSR?
SNSR has been the more volatile fund at 22.5% annualized versus 15.3% for SCHD. Worst drawdown: SCHD -33.4% vs SNSR -38.5%.
Should I hold both SCHD and SNSR?
SCHD and SNSR have a monthly-return correlation of 0.71, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between SCHD and SNSR?
5.5% of SNSR's money is in holdings SCHD also owns. 5.5% of SNSR's is in holdings SCHD also owns. They hold 2 positions in common, counted across the 100 positions we hold weights for in SCHD and 71 in SNSR.
Which pays a higher dividend, SCHD or SNSR?
SCHD yields 3.00% while SNSR yields 0.49%, so SCHD currently pays the higher dividend yield.
Is SNSR better than SCHD?
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y and 5Y, SNSR over the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 49.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.