SCHD vs SOEZ
Schwab US Dividend Equity ETF vs Franklin Solana ETF
Which is better, SCHD or SOEZ?
Large Cap Value against Single Currency.
SCHD led over 1Y.
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 | SOEZ |
|---|---|---|
| Expense Ratio | 0.06% | - |
| AUM | $111.6B | $16M |
| Dividend Yield | 3.24% | 1.77% |
| Holdings | 206 | 2 |
| YTD Return | +28.17%Best | -16.21% |
| 1Y Return | +33.03%Best | -22.01% |
| 3Y Return (annualized) | +19.14% | - |
| 5Y Return (annualized) | +9.74% | - |
| Fund Family | Charles Schwab Asset Management | Franklin Templeton Investments (US) |
| Category | Equity | Alternative |
| Style | Large Cap Value | Single Currency |
| Inception | Oct 20, 2011 | Dec 3, 2025 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
SCHD vs SOEZ 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
SCHD vs SOEZ Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Franklin Solana ETF (SOEZ) is an ETF from Franklin Templeton Investments (US). Over the past year SCHD returned +33.03% while SOEZ returned -22.01%. Year to date, SCHD is up 28.17% versus a loss of 16.21% for SOEZ.
Past performance does not guarantee future results.
You are not choosing between two funds in isolation.
Whichever of SCHD and SOEZ 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 performed better, SCHD or SOEZ?
Over the past year SCHD returned +33.03% vs -22.01% for SOEZ, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which pays a higher dividend, SCHD or SOEZ?
SCHD yields 3.24% while SOEZ yields 1.77%, so SCHD currently pays the higher dividend yield.
Is SOEZ better than SCHD?
SCHD led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.