SCHD vs VOLT
SCHD vs VOLT
Schwab US Dividend Equity ETF vs Tema Electrification ETF
Quick Verdict
SCHD has a lower expense ratio. VOLT delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | SCHD | VOLT | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.75% | |
| AUM | $103.7B | $758M | |
| Dividend Yield | 3.31% | 0.32% | |
| Holdings | 104 | 31 | |
| YTD Return | +24.26% | +28.12% | |
| 1Y Return | +31.38% | +39.79% | |
| 3Y Return (annualized) | +15.08% | - | |
| 5Y Return (annualized) | +9.72% | - | |
| Volatility (annualized) | 13.6% | 24.4% | |
| Max Drawdown | -33.4% | -23.4% | |
| Fund Family | Charles Schwab Asset Management | Tema Global Limited | |
| Category | Equity | Equity | |
| Inception | Oct 20, 2011 | Dec 3, 2024 |
SCHD vs VOLT Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Tema Electrification ETF (VOLT) is a ETF from Tema Global Limited. Over the past year SCHD returned +31.38% while VOLT returned +39.79%. Year to date, SCHD is up 24.26% versus a gain of 28.12% for VOLT.
Risk: Volatility and Drawdowns
VOLT has been the more volatile fund, with annualized monthly volatility of 24.4% 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 -23.4% for VOLT. 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 0.13. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SCHD charges 0.06% per year while VOLT charges 0.75%. On a $10,000 position that is $6 vs $75 annually, a gap of $69 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 0.32% for VOLT.
Holdings Overlap
SCHD and VOLT share 0 holdings out of 129 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 VOLT?
SCHD has an expense ratio of 0.06% while VOLT charges 0.75%. SCHD is the cheaper option. On a $10,000 investment, that is $69 per year of difference.
Which performed better, SCHD or VOLT?
Over the past year SCHD returned +31.38% vs +39.79% for VOLT, so VOLT leads on 1-year performance. Over the longest common window we track (2 years), SCHD annualized +11.39% vs +28.01% for VOLT. Past performance does not guarantee future results.
Which is riskier, SCHD or VOLT?
VOLT has been the more volatile fund at 24.4% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs VOLT -23.4%.
Should I hold both SCHD and VOLT?
SCHD and VOLT have a monthly-return correlation of 0.13, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SCHD and VOLT?
SCHD and VOLT share 0 common holdings with a 0.0% weight overlap. Combined, they hold 129 unique securities.
Which pays a higher dividend, SCHD or VOLT?
SCHD yields 3.31% while VOLT yields 0.32%, so SCHD currently pays the higher dividend yield.
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