SCHD vs SOEZ

Quick Verdict

SCHD offers more diversification with 100 holdings.

Lower Fees: TiedHigher Returns: TiedMore Diversified: SCHD

Side-by-Side Comparison

MetricSCHDSOEZWinner
Expense Ratio0.06%-
AUM$103.7B$9M
Dividend Yield3.31%0.90%
Holdings1042
YTD Return+24.26%-41.88%
1Y Return+31.38%-
3Y Return (annualized)+15.08%-
5Y Return (annualized)+9.72%-
Volatility (annualized)13.6%-
Max Drawdown-33.4%-56.1%
Fund FamilyCharles Schwab Asset ManagementFranklin Templeton Investments (US)
CategoryEquityAlternative
InceptionOct 20, 2011Dec 3, 2025

SCHD vs SOEZ Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Franklin Solana ETF (SOEZ) is a ETF from Franklin Templeton Investments (US). Year to date, SCHD is up 24.26% versus a loss of 41.88% for SOEZ.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -33.4% for SCHD and -56.1% for SOEZ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Frequently Asked Questions

Which pays a higher dividend, SCHD or SOEZ?

SCHD yields 3.31% while SOEZ yields 0.90%, so SCHD currently pays the higher dividend yield.

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