SCHD vs ZIPP
Schwab US Dividend Equity ETF vs STKd 100% UBER & 100% TSLA ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 103 holdings.
Side-by-Side Comparison
| Metric | SCHD | ZIPP | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 1.29% | |
| AUM | $112.2B | $760,824.19 | |
| Dividend Yield | 3.13% | 0.00% | |
| Holdings | 103 | 4 | |
| YTD Return | +27.89% | +64.99% | |
| 1Y Return | +29.93% | - | |
| 3Y Return (annualized) | +16.13% | - | |
| 5Y Return (annualized) | +10.00% | - | |
| Volatility (annualized) | 13.6% | - | |
| Max Drawdown | -33.4% | -35.4% | |
| Fund Family | Charles Schwab Asset Management | Quantify Funds | |
| Category | Equity | Alternative | |
| Inception | Oct 20, 2011 | Mar 5, 2025 |
SCHD vs ZIPP Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and STKd 100% UBER & 100% TSLA ETF (ZIPP) is a ETF from Quantify Funds. Year to date, SCHD is up 27.89% versus a gain of 64.99% for ZIPP.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -33.4% for SCHD and -35.4% for ZIPP. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
SCHD charges 0.06% per year while ZIPP charges 1.29%. On a $10,000 position that is $6 vs $129 annually, a gap of $123 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 0.00% for ZIPP.
Holdings Overlap
SCHD and ZIPP share 0 holdings out of 101 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 ZIPP?
SCHD has an expense ratio of 0.06% while ZIPP charges 1.29%. SCHD is the cheaper option. On a $10,000 investment, that is $123 per year of difference.
What is the holdings overlap between SCHD and ZIPP?
SCHD and ZIPP share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, SCHD or ZIPP?
SCHD yields 3.13% while ZIPP yields 0.00%, so SCHD currently pays the higher dividend yield.
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