SCHD vs SOEZ

SCHD vs SOEZ

Which is better, SCHD or SOEZ?

We do not have enough on SCHD and SOEZ to separate them.

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

MetricSCHDSOEZ
Expense Ratio0.06%-
AUM$112.1B$14M
Dividend Yield3.00%1.63%
Holdings1032
YTD Return+24.04%Best-22.43%
1Y Return+27.95%-
3Y Return (annualized)+15.51%-
5Y Return (annualized)+9.80%-
Fund FamilyCharles Schwab Asset ManagementFranklin Templeton Investments (US)
CategoryEquityAlternative
StyleLarge Cap ValueSingle Currency
InceptionOct 20, 2011Dec 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). Year to date, SCHD is up 24.04% versus a loss of 22.43% 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.

SCHDSOEZ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which pays a higher dividend, SCHD or SOEZ?

SCHD yields 3.00% while SOEZ yields 1.63%, so SCHD currently pays the higher dividend yield.

Is SOEZ better than SCHD?

We hold very little data on SCHD and SOEZ, so there is not enough here to separate them. Which one suits a particular account depends on what it is for. This is information, not a recommendation.