SCHD vs SOLZ

SCHD vs SOLZ

Which is better, SCHD or SOLZ?

Large Cap Value against Multi Alternative.

SCHD has a lower expense ratio. SCHD led over 1Y and the full window.

Lower Fees: SCHDHigher Returns: SCHD

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

MetricSCHDSOLZ
Expense Ratio0.06%Best1.64%
AUM$112.1B$116M
Dividend Yield3.00%3.71%
Holdings1033
YTD Return+24.23%Best-24.10%
1Y Return+27.90%Best-59.80%
3Y Return (annualized)+15.55%-
5Y Return (annualized)+9.97%-
Volatility (annualized)14.1%Best56.0%
Max Drawdown-13.0%Best-75.7%
$10,000 over 1.5 years$12,820Best$7,004
Fund FamilyCharles Schwab Asset ManagementVolatility Shares, LLC
CategoryEquityAlternative
StyleLarge Cap ValueMulti Alternative
InceptionOct 20, 2011Mar 20, 2025

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.5 years row, are measured over the window both funds cover: Mar 20, 2025 to Sep 17, 2026 (1.5 years).

SCHD vs SOLZ 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 covers the 1.5 years both funds cover.

SCHD vs SOLZ Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Solana ETF (SOLZ) is an ETF from Volatility Shares, LLC. Over the past year SCHD returned +27.90% while SOLZ returned -59.80%. Year to date, SCHD is up 24.23% versus a loss of 24.10% for SOLZ.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SOLZ has been the more volatile fund, with annualized monthly volatility of 56.0% compared with 14.1% 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 -13.0% for SCHD and -75.7% for SOLZ. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at -0.14. They move largely independently of each other.

Fees and Cost Over Time

SCHD charges 0.06% per year while SOLZ charges 1.64%. On a $10,000 position that is $6 vs $164 annually, a gap of $158 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 3.71% for SOLZ.

You are not choosing between two funds in isolation.

Whichever of SCHD and SOLZ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SCHDSOLZ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or SOLZ?

SCHD has an expense ratio of 0.06% while SOLZ charges 1.64%. SCHD is the cheaper option, by $158 a year on a $10,000 investment.

Which performed better, SCHD or SOLZ?

Over the past year SCHD returned +27.90% vs -59.80% for SOLZ, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), SCHD annualized +18.01% vs -21.13% for SOLZ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SCHD or SOLZ?

SOLZ has been the more volatile fund at 56.0% annualized versus 14.1% for SCHD. Worst drawdown: SCHD -13.0% vs SOLZ -75.7%.

Should I hold both SCHD and SOLZ?

SCHD and SOLZ have a monthly-return correlation of -0.14, 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 SOLZ?

SCHD yields 3.00% while SOLZ yields 3.71%, so SOLZ currently pays the higher dividend yield.

Is SOLZ better than SCHD?

SCHD has a lower expense ratio. SCHD led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.