SCHD vs SNSR

SCHD vs SNSR
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Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: SCHD

Side-by-Side Comparison

MetricSCHDSNSRWinner
Expense Ratio0.06%0.68%
AUM$108.7B$224M
Dividend Yield3.13%0.49%
Holdings10473
YTD Return+26.50%+28.05%
1Y Return+31.25%+27.22%
3Y Return (annualized)+16.34%+15.46%
5Y Return (annualized)+10.10%+6.45%
Volatility (annualized)13.6%22.6%
Max Drawdown-33.4%-38.5%
Fund FamilyCharles Schwab Asset ManagementGlobal X by mirae Asset
CategoryEquityEquity
InceptionOct 20, 2011Sep 12, 2016

SCHD vs SNSR Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Global X Internet of Things ETF (SNSR) is a ETF from Global X by mirae Asset. Over the past year SCHD returned +31.25% while SNSR returned +27.22%. Year to date, SCHD is up 26.50% versus a gain of 28.05% for SNSR.

Over three years, SCHD compounded at +16.34% per year against +15.46% for SNSR; over five years the annualized figures are +10.10% and +6.45% respectively. Across the full 10-year window we track, SNSR has the edge at +12.66% 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 22.6% 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 -38.5% for SNSR. 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 0.72. 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 3.13% against 0.49% for SNSR.

Holdings Overlap

2.5%overlap

SCHD and SNSR share 2 holdings out of 152 unique holdings combined, representing a 2.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SCHDWeight in SNSRDifference
QCOM2.55%2.19%0.36%
SWKS0.27%3.32%3.05%

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. On a $10,000 investment, that is $62 per year of difference.

Which performed better, SCHD or SNSR?

Over the past year SCHD returned +31.25% vs +27.22% for SNSR, so SCHD leads on 1-year performance. Over the longest common window we track (10 years), SCHD annualized +11.50% vs +12.66% for SNSR. Past performance does not guarantee future results.

Which is riskier, SCHD or SNSR?

SNSR has been the more volatile fund at 22.6% annualized versus 13.6% 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 0.72, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SCHD and SNSR?

SCHD and SNSR share 2 common holdings with a 2.5% weight overlap. Combined, they hold 152 unique securities.

Which pays a higher dividend, SCHD or SNSR?

SCHD yields 3.13% while SNSR yields 0.49%, so SCHD currently pays the higher dividend yield.

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