Screener
FDIV vs SCHD
MarketDesk Focused U.S. Dividend ETF vs Schwab U.S. Dividend Equity ETF
Key differences
Both FDIV and SCHD are equity ETFs. FDIV charges 0.35% a year and SCHD 0.06%. The main difference: FDIV follows a active selection strategy; SCHD uses index tracking.
- FDIV follows a active selection strategy; SCHD uses index tracking.
- SCHD costs 0.29% less per year.
- SCHD is much larger than FDIV. Larger funds are usually more liquid and less likely to close.
- SCHD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FDIV | SCHD | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.06% |
| Fund size (AUM) | $70M | $94.9B |
| Since | 2023 | 2011 |
| Dividend yield | 2.86% | 3.25% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +10.2% | +26.9% |
| CAGR 3Y | N/A | +15.3% |
| CAGR 5Y | N/A | +8.8% |
| Sharpe 3Y | N/A | 0.89 |
| Volatility 1Y | 12.84% | 10.93% |
| Max drawdown | -18.60% | -33.37% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.