SCHD vs SRF
SCHD vs SRF
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SCHD vs SRF
Schwab US Dividend Equity ETF vs Cushing Energy Income Fund
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
Quick Verdict
SCHD offers more diversification with 104 holdings.
Lower Fees: TiedHigher Returns: TiedMore Diversified: SCHD
Side-by-Side Comparison
| Metric | SCHD | SRF | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | - | |
| AUM | $108.7B | - | |
| Dividend Yield | 3.13% | - | |
| Holdings | 104 | 0 | |
| YTD Return | +27.67% | - | |
| 1Y Return | +29.56% | - | |
| 3Y Return (annualized) | +16.53% | - | |
| 5Y Return (annualized) | +9.95% | - | |
| Volatility (annualized) | 13.6% | - | |
| Max Drawdown | -33.4% | - | |
| Fund Family | Charles Schwab Asset Management | Cushing Energy Income Fund | |
| Category | Equity | - | |
| Inception | Oct 20, 2011 | - |
SCHD vs SRF Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Cushing Energy Income Fund (SRF) is a ETF from Cushing Energy Income Fund.
Risk: Volatility and Drawdowns
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