SCHD vs SOLR
Schwab US Dividend Equity ETF vs Guinness Atkinson Sustainable Energy ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | SCHD | SOLR | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.79% | |
| AUM | $103.7B | $5M | |
| Dividend Yield | 3.31% | 0.59% | |
| Holdings | 104 | 30 | |
| YTD Return | +25.33% | +10.08% | |
| 1Y Return | +32.31% | +28.49% | |
| 3Y Return (annualized) | +15.40% | +5.08% | |
| 5Y Return (annualized) | +9.70% | +3.10% | |
| Volatility (annualized) | 13.6% | 23.0% | |
| Max Drawdown | -33.4% | -38.0% | |
| Fund Family | Charles Schwab Asset Management | SmartETFs | |
| Category | Equity | Equity | |
| Inception | Oct 20, 2011 | Nov 11, 2020 |
SCHD vs SOLR Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Guinness Atkinson Sustainable Energy ETF (SOLR) is a ETF from SmartETFs. Over the past year SCHD returned +32.31% while SOLR returned +28.49%. Year to date, SCHD is up 25.33% versus a gain of 10.08% for SOLR.
Over three years, SCHD compounded at +15.40% per year against +5.08% for SOLR; over five years the annualized figures are +9.70% and +3.10% respectively. Across the full 6-year window we track, SCHD has the edge at +11.45% annualized vs +7.45%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SOLR has been the more volatile fund, with annualized monthly volatility of 23.0% 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 -38.0% for SOLR. 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 0.60. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SCHD charges 0.06% per year while SOLR charges 0.79%. On a $10,000 position that is $6 vs $79 annually, a gap of $73 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 0.59% for SOLR.
Holdings Overlap
SCHD and SOLR share 0 holdings out of 130 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SCHD or SOLR?
SCHD has an expense ratio of 0.06% while SOLR charges 0.79%. SCHD is the cheaper option. On a $10,000 investment, that is $73 per year of difference.
Which performed better, SCHD or SOLR?
Over the past year SCHD returned +32.31% vs +28.49% for SOLR, so SCHD leads on 1-year performance. Over the longest common window we track (6 years), SCHD annualized +11.45% vs +7.45% for SOLR. Past performance does not guarantee future results.
Which is riskier, SCHD or SOLR?
SOLR has been the more volatile fund at 23.0% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs SOLR -38.0%.
Should I hold both SCHD and SOLR?
SCHD and SOLR have a monthly-return correlation of 0.60, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SCHD and SOLR?
SCHD and SOLR share 0 common holdings with a 0.0% weight overlap. Combined, they hold 130 unique securities.
Which pays a higher dividend, SCHD or SOLR?
SCHD yields 3.31% while SOLR yields 0.59%, so SCHD currently pays the higher dividend yield.
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