SCHD vs SZC

SCHD vs SZC

Which is better, SCHD or SZC?

We do not have enough on SCHD and SZC to separate them.

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

MetricSCHDSZC
Expense Ratio0.06%-
AUM$112.1B-
Dividend Yield3.00%-
Holdings103-
YTD Price Return+22.21%-
1Y Price Return+23.37%-
3Y Price Return (annualized)+11.37%-
5Y Price Return (annualized)+6.12%-
Volatility (annualized)13.8%-
Max Drawdown-33.4%-
Fund FamilyCharles Schwab Asset ManagementNXG NextGen Infrastructure Income Fund
CategoryEquity-
StyleLarge Cap Value-
InceptionOct 20, 2011-

Not shown on this pair: $10,000 over the window, Top 10 Weight.

Returns are price returns and exclude distributions, because our data feed carries no adjusted close for SZC. We have no price series for SZC, so there is nothing to compare it against.

SCHD vs SZC Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and NXG NextGen Infrastructure Income Fund (SZC) is an ETF from NXG NextGen Infrastructure Income Fund.

Past performance does not guarantee future results.

You are not choosing between two funds in isolation.

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

SCHDSZC

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Is SZC better than SCHD?

We hold very little data on SCHD and SZC, so there is not enough here to separate them. Which one suits a particular account depends on what it is for. This is information, not a recommendation.