Screener
SCHD vs FDIV
Schwab U.S. Dividend Equity ETF vs MarketDesk Focused U.S. Dividend ETF
Key differences
Both SCHD and FDIV are equity ETFs. SCHD charges 0.06% a year and FDIV 0.35%. The main difference: SCHD follows a index tracking strategy; FDIV uses active selection.
- SCHD follows a index tracking strategy; FDIV uses active selection.
- 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
| SCHD | FDIV | |
|---|---|---|
| Annual cost (TER) | 0.06% | 0.35% |
| Fund size (AUM) | $94.9B | $70M |
| Since | 2011 | 2023 |
| Dividend yield | 3.25% | 2.86% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +26.9% | +10.2% |
| CAGR 3Y | +15.3% | N/A |
| CAGR 5Y | +8.8% | N/A |
| Sharpe 3Y | 0.89 | N/A |
| Volatility 1Y | 10.93% | 12.84% |
| Max drawdown | -33.37% | -18.60% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.