SCHD vs UEVM
SCHD vs UEVM
Schwab US Dividend Equity ETF vs VictoryShares Emerging Markets Value Momentum ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. UEVM offers more diversification with 193 holdings.
Side-by-Side Comparison
| Metric | SCHD | UEVM | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.45% | |
| AUM | $103.7B | $249M | |
| Dividend Yield | 3.31% | 3.60% | |
| Holdings | 104 | 204 | |
| YTD Return | +24.26% | +7.77% | |
| 1Y Return | +31.38% | +16.11% | |
| 3Y Return (annualized) | +15.08% | +16.89% | |
| 5Y Return (annualized) | +9.72% | +8.66% | |
| Volatility (annualized) | 13.6% | 15.6% | |
| Max Drawdown | -33.4% | -48.1% | |
| Fund Family | Charles Schwab Asset Management | Victory Capital Management Inc. | |
| Category | Equity | Equity | |
| Inception | Oct 20, 2011 | Oct 24, 2017 |
SCHD vs UEVM Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and VictoryShares Emerging Markets Value Momentum ETF (UEVM) is a ETF from Victory Capital Management Inc.. Over the past year SCHD returned +31.38% while UEVM returned +16.11%. Year to date, SCHD is up 24.26% versus a gain of 7.77% for UEVM.
Over three years, SCHD compounded at +15.08% per year against +16.89% for UEVM; over five years the annualized figures are +9.72% and +8.66% respectively. Across the full 9-year window we track, SCHD has the edge at +11.39% annualized vs +4.95%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
UEVM has been the more volatile fund, with annualized monthly volatility of 15.6% 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 -48.1% for UEVM. 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 0.72. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SCHD charges 0.06% per year while UEVM charges 0.45%. On a $10,000 position that is $6 vs $45 annually, a gap of $39 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 3.60% for UEVM.
Holdings Overlap
SCHD and UEVM share 1 holdings out of 292 unique holdings combined, representing a 0.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in SCHD | Weight in UEVM | Difference |
|---|---|---|---|
| KMB | 0.93% | 0.60% | 0.33% |
Frequently Asked Questions
Which is cheaper, SCHD or UEVM?
SCHD has an expense ratio of 0.06% while UEVM charges 0.45%. SCHD is the cheaper option. On a $10,000 investment, that is $39 per year of difference.
Which performed better, SCHD or UEVM?
Over the past year SCHD returned +31.38% vs +16.11% for UEVM, so SCHD leads on 1-year performance. Over the longest common window we track (9 years), SCHD annualized +11.39% vs +4.95% for UEVM. Past performance does not guarantee future results.
Which is riskier, SCHD or UEVM?
UEVM has been the more volatile fund at 15.6% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs UEVM -48.1%.
Should I hold both SCHD and UEVM?
SCHD and UEVM have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SCHD and UEVM?
SCHD and UEVM share 1 common holdings with a 0.6% weight overlap. Combined, they hold 292 unique securities.
Which pays a higher dividend, SCHD or UEVM?
SCHD yields 3.31% while UEVM yields 3.60%, so UEVM currently pays the higher dividend yield.
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