SCHD vs ZAP
Schwab US Dividend Equity ETF vs Global X US Electrification 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 | ZAP | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.50% | |
| AUM | $103.7B | $471M | |
| Dividend Yield | 3.31% | 1.50% | |
| Holdings | 104 | 47 | |
| YTD Return | +25.62% | +11.04% | |
| 1Y Return | +32.62% | +17.77% | |
| 3Y Return (annualized) | +15.58% | - | |
| 5Y Return (annualized) | +9.63% | - | |
| Volatility (annualized) | 13.6% | 15.0% | |
| Max Drawdown | -33.4% | -11.9% | |
| Fund Family | Charles Schwab Asset Management | Global X by mirae Asset | |
| Category | Equity | Equity | |
| Inception | Oct 20, 2011 | Dec 17, 2024 |
SCHD vs ZAP Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Global X US Electrification ETF (ZAP) is a ETF from Global X by mirae Asset. Over the past year SCHD returned +32.62% while ZAP returned +17.77%. Year to date, SCHD is up 25.62% versus a gain of 11.04% for ZAP.
Risk: Volatility and Drawdowns
ZAP has been the more volatile fund, with annualized monthly volatility of 15.0% 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 -11.9% for ZAP. 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 ZAP charges 0.50%. On a $10,000 position that is $6 vs $50 annually, a gap of $44 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 1.50% for ZAP.
Holdings Overlap
SCHD and ZAP share 1 holdings out of 128 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in SCHD | Weight in ZAP | Difference |
|---|---|---|---|
| CWEN | 0.11% | 0.31% | 0.20% |
Frequently Asked Questions
Which is cheaper, SCHD or ZAP?
SCHD has an expense ratio of 0.06% while ZAP charges 0.50%. SCHD is the cheaper option. On a $10,000 investment, that is $44 per year of difference.
Which performed better, SCHD or ZAP?
Over the past year SCHD returned +32.62% vs +17.77% for ZAP, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), SCHD annualized +11.47% vs +23.31% for ZAP. Past performance does not guarantee future results.
Which is riskier, SCHD or ZAP?
ZAP has been the more volatile fund at 15.0% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs ZAP -11.9%.
Should I hold both SCHD and ZAP?
SCHD and ZAP 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 ZAP?
SCHD and ZAP share 1 common holdings with a 0.1% weight overlap. Combined, they hold 128 unique securities.
Which pays a higher dividend, SCHD or ZAP?
SCHD yields 3.31% while ZAP yields 1.50%, so SCHD currently pays the higher dividend yield.
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