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FDIV vs SCHY

MarketDesk Focused U.S. Dividend ETF vs Schwab International Dividend Equity ETF

FDIV

MarketDesk Focused U.S. Dividend ETF

Annual cost

0.35%

Fund size

$70M

SCHY

Schwab International Dividend Equity ETF

Annual cost

0.08%

Fund size

$2.3B

Key differences

Both FDIV and SCHY are equity ETFs. FDIV charges 0.35% a year and SCHY 0.08%. The main difference: FDIV follows a active selection strategy; SCHY uses index tracking.

  • FDIV follows a active selection strategy; SCHY uses index tracking.
  • FDIV covers North America; SCHY covers global markets excluding the US.
  • SCHY costs 0.27% less per year.
  • SCHY is much larger than FDIV. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

FDIVSCHY
Annual cost (TER)0.35%0.08%
Fund size (AUM)$70M$2.3B
Since20232021
Dividend yield2.86%3.40%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyactive selectionindex tracking
CAGR 1Y+10.2%+23.5%
CAGR 3YN/A+16.2%
CAGR 5YN/A+8.3%
Sharpe 3YN/A1.00
Volatility 1Y12.84%12.07%
Max drawdown-18.60%-24.03%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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