SCHD vs SRET
Schwab US Dividend Equity ETF vs Global X SuperDividend REIT ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | SCHD | SRET | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.58% | |
| AUM | $108.7B | $230M | |
| Dividend Yield | 3.13% | 7.87% | |
| Holdings | 104 | 34 | |
| YTD Return | +26.54% | +7.10% | |
| 1Y Return | +30.90% | +13.95% | |
| 3Y Return (annualized) | +16.29% | +11.03% | |
| 5Y Return (annualized) | +9.65% | +2.68% | |
| Volatility (annualized) | 13.6% | 22.4% | |
| Max Drawdown | -33.4% | -67.7% | |
| Fund Family | Charles Schwab Asset Management | Global X by mirae Asset | |
| Category | Equity | Equity | |
| Inception | Oct 20, 2011 | Mar 16, 2015 |
SCHD vs SRET Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Global X SuperDividend REIT ETF (SRET) is a ETF from Global X by mirae Asset. Over the past year SCHD returned +30.90% while SRET returned +13.95%. Year to date, SCHD is up 26.54% versus a gain of 7.10% for SRET.
Over three years, SCHD compounded at +16.29% per year against +11.03% for SRET; over five years the annualized figures are +9.65% and +2.68% respectively. Across the full 11-year window we track, SCHD has the edge at +11.51% annualized vs -2.39%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SRET has been the more volatile fund, with annualized monthly volatility of 22.4% 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 -67.7% for SRET. 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 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SCHD charges 0.06% per year while SRET charges 0.58%. On a $10,000 position that is $6 vs $58 annually, a gap of $52 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 7.87% for SRET.
Holdings Overlap
SCHD and SRET share 0 holdings out of 123 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 SRET?
SCHD has an expense ratio of 0.06% while SRET charges 0.58%. SCHD is the cheaper option. On a $10,000 investment, that is $52 per year of difference.
Which performed better, SCHD or SRET?
Over the past year SCHD returned +30.90% vs +13.95% for SRET, so SCHD leads on 1-year performance. Over the longest common window we track (11 years), SCHD annualized +11.51% vs -2.39% for SRET. Past performance does not guarantee future results.
Which is riskier, SCHD or SRET?
SRET has been the more volatile fund at 22.4% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs SRET -67.7%.
Should I hold both SCHD and SRET?
SCHD and SRET have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SCHD and SRET?
SCHD and SRET share 0 common holdings with a 0.0% weight overlap. Combined, they hold 123 unique securities.
Which pays a higher dividend, SCHD or SRET?
SCHD yields 3.13% while SRET yields 7.87%, so SRET currently pays the higher dividend yield.
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