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HDEF vs SCHD

Xtrackers MSCI EAFE High Dividend Yield Equity ETF vs Schwab U.S. Dividend Equity ETF

HDEF

Xtrackers MSCI EAFE High Dividend Yield Equity ETF

Xtrackers

Annual cost

0.09%

Fund size

$2.3B

SCHD

Schwab U.S. Dividend Equity ETF

Schwab ETFs

Annual cost

0.06%

Fund size

$91.1B

Key differences

  • SCHD is significantly larger than HDEF — larger funds tend to be more liquid and less likely to close.
  • HDEF covers global markets; SCHD covers north america.

Side-by-side comparison

HDEFSCHD
Annual cost (TER)0.09%0.06%
Fund size (AUM)$2.3B$91.1B
Since20152011
Dividend yield3.54%3.29%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+20.0%+31.1%
CAGR 3Y+17.1%+16.2%
CAGR 5Y+10.5%+8.7%
Sharpe 3Y1.000.95
Volatility 1Y11.60%11.01%
Max drawdown-36.43%-33.37%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to HDEF and SCHD