SCHD vs THD

SCHD vs THD
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

SCHD has a lower expense ratio. THD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.

Lower Fees: SCHDHigher Returns: THDMore Diversified: SCHD

Side-by-Side Comparison

MetricSCHDTHDWinner
Expense Ratio0.06%0.59%
AUM$108.7B$356M
Dividend Yield3.13%3.50%
Holdings10487
YTD Return+25.69%+26.22%
1Y Return+30.41%+34.33%
3Y Return (annualized)+16.03%+6.41%
5Y Return (annualized)+9.64%+3.09%
Volatility (annualized)13.6%24.2%
Max Drawdown-33.4%-64.2%
Fund FamilyCharles Schwab Asset ManagementiShares by BlackRock (US)
CategoryEquityEquity
InceptionOct 20, 2011Mar 26, 2008

SCHD vs THD Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and iShares MSCI Thailand ETF (THD) is a ETF from iShares by BlackRock (US). Over the past year SCHD returned +30.41% while THD returned +34.33%. Year to date, SCHD is up 25.69% versus a gain of 26.22% for THD.

Over three years, SCHD compounded at +16.03% per year against +6.41% for THD; over five years the annualized figures are +9.64% and +3.09% respectively. Across the full 15-year window we track, SCHD has the edge at +11.46% annualized vs +2.79%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

THD has been the more volatile fund, with annualized monthly volatility of 24.2% 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 -64.2% for THD. 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 0.57. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SCHD charges 0.06% per year while THD charges 0.59%. On a $10,000 position that is $6 vs $59 annually, a gap of $53 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 3.50% for THD.

Holdings Overlap

0.0%overlap

SCHD and THD share 0 holdings out of 183 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 THD?

SCHD has an expense ratio of 0.06% while THD charges 0.59%. SCHD is the cheaper option. On a $10,000 investment, that is $53 per year of difference.

Which performed better, SCHD or THD?

Over the past year SCHD returned +30.41% vs +34.33% for THD, so THD leads on 1-year performance. Over the longest common window we track (15 years), SCHD annualized +11.46% vs +2.79% for THD. Past performance does not guarantee future results.

Which is riskier, SCHD or THD?

THD has been the more volatile fund at 24.2% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs THD -64.2%.

Should I hold both SCHD and THD?

SCHD and THD have a monthly-return correlation of 0.57, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SCHD and THD?

SCHD and THD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 183 unique securities.

Which pays a higher dividend, SCHD or THD?

SCHD yields 3.13% while THD yields 3.50%, so THD currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free