SCHD vs STEN

Quick Verdict

SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: TiedMore Diversified: SCHD

Side-by-Side Comparison

MetricSCHDSTENWinner
Expense Ratio0.06%0.50%
AUM$103.7B$38M
Dividend Yield3.31%0.17%
Holdings1048
YTD Return+24.26%+10.77%
1Y Return+31.38%-
3Y Return (annualized)+15.08%-
5Y Return (annualized)+9.72%-
Volatility (annualized)13.6%-
Max Drawdown-33.4%-6.2%
Fund FamilyCharles Schwab Asset ManagementiShares by BlackRock (US)
CategoryEquityAlternative
InceptionOct 20, 2011Sep 30, 2025

SCHD vs STEN Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and iShares Large Cap 10% Target Buffer Sep ETF (STEN) is a ETF from iShares by BlackRock (US). Year to date, SCHD is up 24.26% versus a gain of 10.77% for STEN.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -33.4% for SCHD and -6.2% for STEN. 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 STEN charges 0.50%. On a $10,000 position that is $6 vs $50 annually, a gap of $44 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 0.17% for STEN.

Holdings Overlap

0.0%overlap

SCHD and STEN 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 STEN?

SCHD has an expense ratio of 0.06% while STEN charges 0.50%. SCHD is the cheaper option. On a $10,000 investment, that is $44 per year of difference.

What is the holdings overlap between SCHD and STEN?

SCHD and STEN share 0 common holdings with a 0.0% weight overlap. Combined, they hold 102 unique securities.

Which pays a higher dividend, SCHD or STEN?

SCHD yields 3.31% while STEN yields 0.17%, so SCHD currently pays the higher dividend yield.

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