SCHD vs VNSE
Schwab US Dividend Equity ETF vs Natixis Vaughan Nelson Select ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | SCHD | VNSE | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.80% | |
| AUM | $103.7B | $14M | |
| Dividend Yield | 3.31% | 0.20% | |
| Holdings | 104 | 28 | |
| YTD Return | +25.33% | +10.66% | |
| 1Y Return | +32.31% | +16.64% | |
| 3Y Return (annualized) | +15.40% | +13.44% | |
| 5Y Return (annualized) | +9.70% | +9.60% | |
| Volatility (annualized) | 13.6% | 16.3% | |
| Max Drawdown | -33.4% | -24.2% | |
| Fund Family | Charles Schwab Asset Management | Natixis Funds | |
| Category | Equity | Equity | |
| Inception | Oct 20, 2011 | Sep 17, 2020 |
SCHD vs VNSE Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Natixis Vaughan Nelson Select ETF (VNSE) is a ETF from Natixis Funds. Over the past year SCHD returned +32.31% while VNSE returned +16.64%. Year to date, SCHD is up 25.33% versus a gain of 10.66% for VNSE.
Over three years, SCHD compounded at +15.40% per year against +13.44% for VNSE; over five years the annualized figures are +9.70% and +9.60% respectively. Across the full 6-year window we track, VNSE has the edge at +14.45% annualized vs +11.45%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VNSE has been the more volatile fund, with annualized monthly volatility of 16.3% 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 -24.2% for VNSE. 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 0.68. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SCHD charges 0.06% per year while VNSE charges 0.80%. On a $10,000 position that is $6 vs $80 annually, a gap of $74 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 0.20% for VNSE.
Holdings Overlap
SCHD and VNSE share 0 holdings out of 127 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 VNSE?
SCHD has an expense ratio of 0.06% while VNSE charges 0.80%. SCHD is the cheaper option. On a $10,000 investment, that is $74 per year of difference.
Which performed better, SCHD or VNSE?
Over the past year SCHD returned +32.31% vs +16.64% for VNSE, so SCHD leads on 1-year performance. Over the longest common window we track (6 years), SCHD annualized +11.45% vs +14.45% for VNSE. Past performance does not guarantee future results.
Which is riskier, SCHD or VNSE?
VNSE has been the more volatile fund at 16.3% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs VNSE -24.2%.
Should I hold both SCHD and VNSE?
SCHD and VNSE have a monthly-return correlation of 0.68, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SCHD and VNSE?
SCHD and VNSE share 0 common holdings with a 0.0% weight overlap. Combined, they hold 127 unique securities.
Which pays a higher dividend, SCHD or VNSE?
SCHD yields 3.31% while VNSE yields 0.20%, so SCHD currently pays the higher dividend yield.
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