SCHD vs SPDF
SCHD vs SPDF
Schwab US Dividend Equity ETF vs Defender Risk Adaptive 500 ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | SCHD | SPDF | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.69% | |
| AUM | $103.7B | $22M | |
| Dividend Yield | 3.31% | 0.00% | |
| Holdings | 104 | 2 | |
| YTD Return | +24.26% | +10.72% | |
| 1Y Return | +31.38% | - | |
| 3Y Return (annualized) | +15.08% | - | |
| 5Y Return (annualized) | +9.72% | - | |
| Volatility (annualized) | 13.6% | - | |
| Max Drawdown | -33.4% | -4.4% | |
| Fund Family | Charles Schwab Asset Management | Tamarisk Capital Management, LLC | |
| Category | Equity | Equity | |
| Inception | Oct 20, 2011 | Apr 14, 2026 |
SCHD vs SPDF Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Defender Risk Adaptive 500 ETF (SPDF) is a ETF from Tamarisk Capital Management, LLC. Year to date, SCHD is up 24.26% versus a gain of 10.72% for SPDF.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -33.4% for SCHD and -4.4% for SPDF. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
SCHD charges 0.06% per year while SPDF charges 0.69%. On a $10,000 position that is $6 vs $69 annually, a gap of $63 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 0.00% for SPDF.
Holdings Overlap
SCHD and SPDF share 0 holdings out of 102 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 SPDF?
SCHD has an expense ratio of 0.06% while SPDF charges 0.69%. SCHD is the cheaper option. On a $10,000 investment, that is $63 per year of difference.
What is the holdings overlap between SCHD and SPDF?
SCHD and SPDF share 0 common holdings with a 0.0% weight overlap. Combined, they hold 102 unique securities.
Which pays a higher dividend, SCHD or SPDF?
SCHD yields 3.31% while SPDF yields 0.00%, so SCHD currently pays the higher dividend yield.
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