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SCHD vs HIDV

Schwab U.S. Dividend Equity ETF vs AB US High Dividend ETF

SCHD

Schwab U.S. Dividend Equity ETF

Annual cost

0.06%

Fund size

$94.9B

HIDV

AB US High Dividend ETF

Annual cost

0.35%

Fund size

$192M

Key differences

Both SCHD and HIDV are equity ETFs. SCHD charges 0.06% a year and HIDV 0.35%. The main difference: SCHD follows a index tracking strategy; HIDV uses active selection.

  • SCHD follows a index tracking strategy; HIDV uses active selection.
  • SCHD costs 0.29% less per year.
  • SCHD is much larger than HIDV. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, HIDV has delivered higher annualized returns.
  • SCHD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCHDHIDV
Annual cost (TER)0.06%0.35%
Fund size (AUM)$94.9B$192M
Since20112023
Dividend yield3.25%2.25%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+25.7%+24.4%
CAGR 3Y+15.2%+21.2%
CAGR 5Y+8.4%N/A
Sharpe 3Y0.881.15
Volatility 1Y10.93%12.03%
Max drawdown-33.37%-18.76%

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

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