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SCHD vs HDV

Schwab U.S. Dividend Equity ETF vs iShares Core High Dividend ETF

SCHD

Schwab U.S. Dividend Equity ETF

Annual cost

0.06%

Fund size

$94.9B

HDV

iShares Core High Dividend ETF

Annual cost

0.08%

Fund size

$13.4B

Key differences

Both SCHD and HDV are equity ETFs. SCHD charges 0.06% a year and HDV 0.08%. The main difference: SCHD is much larger than HDV. Larger funds are usually more liquid and less likely to close.

  • SCHD is much larger than HDV. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

SCHDHDV
Annual cost (TER)0.06%0.08%
Fund size (AUM)$94.9B$13.4B
Since20112011
Dividend yield3.25%2.91%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.6%+22.4%
CAGR 3Y+15.9%+15.9%
CAGR 5Y+8.5%+10.8%
Sharpe 3Y0.921.04
Volatility 1Y10.98%9.71%
Max drawdown-33.37%-37.04%

Similar to SCHD and HDV