SCHD vs ZINC
Schwab US Dividend Equity ETF vs Zacks Income ETF
Which is better, SCHD or ZINC?
Large Cap Value against All Cap Blend.
SCHD has a lower expense ratio.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | SCHD | ZINC |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.55% |
| AUM | $108.9B | $9M |
| Dividend Yield | 3.00% | 0.00% |
| Holdings | 206 | 54 |
| YTD Return | +20.89%Best | +0.49% |
| 1Y Return | +23.87% | - |
| 3Y Return (annualized) | +16.42% | - |
| 5Y Return (annualized) | +9.40% | - |
| Fund Family | Charles Schwab Asset Management | Zacks |
| Category | Equity | Equity |
| Style | Large Cap Value | All Cap Blend |
| Inception | Oct 20, 2011 | Jun 2, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
SCHD vs ZINC growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
SCHD vs ZINC Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Zacks Income ETF (ZINC) is an ETF from Zacks. Year to date, SCHD is up 20.89% versus a gain of 0.49% for ZINC.
Past performance does not guarantee future results.
Fees and Cost Over Time
SCHD charges 0.06% per year while ZINC charges 0.55%. On a $10,000 position that is $6 vs $55 annually, a gap of $49 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 0.00% for ZINC.
Holdings Overlap
At least 21.9% of SCHD's money is in holdings ZINC also owns.
Stated as a floor: for ZINC, our book for it covers 94.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
SCHD and ZINC share little of their money.
15 positions in common, counted across the 99 positions we hold weights for in SCHD and 55 in ZINC, against full books of 206 and 54.
Top Shared Holdings
| Stock | Weight in SCHD | Weight in ZINC | Difference |
|---|---|---|---|
| CVXChevron Corp | 4.29% | 3.39% | 0.90% |
| MOAltria Group Inc. | 2.88% | 4.55% | 1.67% |
| VZVerizon Communications Inc Vz | 4.12% | 1.85% | 2.27% |
| FITBFifth Third Bancorp | 1.24% | 2.72% | 1.48% |
| FFord Motor Co | 1.37% | 2.43% | 1.06% |
| TROWT Rowe Price Grp | 0.57% | 2.88% | 2.31% |
| OKEOneok Inc. | 1.52% | 1.53% | 0.01% |
| ADMArcher-daniels D | 1.05% | 2.00% | 0.95% |
| GISGeneral Mills In | 0.48% | 2.54% | 2.06% |
| TGTTARGET CORP | 1.77% | 0.95% | 0.82% |
21.9% of SCHD is already inside ZINC.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SCHD or ZINC?
SCHD has an expense ratio of 0.06% while ZINC charges 0.55%. SCHD is the cheaper option, by $49 a year on a $10,000 investment.
What is the holdings overlap between SCHD and ZINC?
At least 21.9% of SCHD's money is in holdings ZINC also owns. Our book for ZINC is partial, so the real figure is this or higher. They hold 15 positions in common, counted across the 99 positions we hold weights for in SCHD and 55 in ZINC.
Which pays a higher dividend, SCHD or ZINC?
SCHD yields 3.00% while ZINC yields 0.00%, so SCHD currently pays the higher dividend yield.
Is ZINC better than SCHD?
SCHD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.