SCHD vs SOLR
Schwab US Dividend Equity ETF vs Guinness Atkinson Sustainable Energy ETF
Which is better, SCHD or SOLR?
Large Cap Value against All Cap Blend.
SCHD has a lower expense ratio. SCHD led over the full window, SOLR 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 | SOLR |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.79% |
| AUM | $112.1B | $5M |
| Dividend Yield | 3.00% | 0.59% |
| Holdings | 103 | 30 |
| Volatility (annualized) | 14.6%Best | 23.0% |
| Max Drawdown | -16.9%Best | -38.0% |
| $10,000 over 5.6 years | $19,301Best | $14,954 |
| Fund Family | Charles Schwab Asset Management | SmartETFs |
| Category | Equity | Equity |
| Style | Large Cap Value | All Cap Blend |
| Inception | Oct 20, 2011 | Nov 11, 2020 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.
The two price series end 87 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. SCHD has data through Sep 21, 2026 and SOLR through Jun 26, 2026.
Volatility and max drawdown, and the $10,000 over 5.6 years row, are measured over the window both funds cover: Nov 12, 2020 to Jun 26, 2026 (5.6 years).
Risk: Volatility and Drawdowns
SOLR has been the more volatile fund, with annualized monthly volatility of 23.0% compared with 14.6% 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 -16.9% for SCHD and -38.0% for SOLR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.60. They move together some of the time, and apart the rest.
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 3.00% against 0.59% for SOLR.
Holdings Overlap
We hold position weights for 100 holdings in SCHD and 30 in SOLR, totalling 100.0% and 94.6% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
The two holdings books were reported 153 days apart, SCHD as of Aug 31, 2026 and SOLR as of Mar 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.
0 positions in common, counted across the 100 positions we hold weights for in SCHD and 30 in SOLR, against full books of 103 and 30.
You are not choosing between two funds in isolation.
Whichever of SCHD and SOLR 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 is cheaper, SCHD or SOLR?
SCHD has an expense ratio of 0.06% while SOLR charges 0.79%. SCHD is the cheaper option, by $73 a year on a $10,000 investment.
Which is riskier, SCHD or SOLR?
SOLR has been the more volatile fund at 23.0% annualized versus 14.6% for SCHD. Worst drawdown: SCHD -16.9% vs SOLR -38.0%.
Should I hold both SCHD and SOLR?
SCHD and SOLR have a monthly-return correlation of 0.60, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, SCHD or SOLR?
SCHD yields 3.00% while SOLR yields 0.59%, so SCHD currently pays the higher dividend yield.
Is SOLR better than SCHD?
SCHD has a lower expense ratio. SCHD led over the full window, SOLR over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.