CDPI vs SCHD
Columbia High Dividend Premium Income ETF vs Schwab US Dividend Equity ETF
Which is better, CDPI or SCHD?
All Cap Blend against Large Cap Value.
SCHD has a lower expense ratio.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | CDPI | SCHD |
|---|---|---|
| Expense Ratio | 0.45% | 0.06%Best |
| AUM | $6M | $111.6B |
| Dividend Yield | 0.69% | 3.24% |
| Holdings | 87 | 206 |
| YTD Return | -0.10% | +24.55%Best |
| 1Y Return | - | +29.85% |
| 3Y Return (annualized) | - | +16.64% |
| 5Y Return (annualized) | - | +9.54% |
| Fund Family | Columbia Threadneedle Investments | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | All Cap Blend | Large Cap Value |
| Inception | Jul 14, 2026 | Oct 20, 2011 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
CDPI vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
CDPI vs SCHD Performance
Columbia High Dividend Premium Income ETF (CDPI) is an ETF from Columbia Threadneedle Investments and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, CDPI is down 0.10% versus a gain of 24.55% for SCHD.
Past performance does not guarantee future results.
Fees and Cost Over Time
CDPI charges 0.45% per year while SCHD charges 0.06%. On a $10,000 position that is $45 vs $6 annually, a gap of $39 per year that compounds over a long holding period. On income, CDPI currently yields 0.69% against 3.24% for SCHD.
Holdings Overlap
At least 61.2% of SCHD's money is in holdings CDPI also owns.
Stated as a floor: for CDPI, our book for it covers 80.2% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
The two portfolios partly overlap.
24 positions in common, counted across the 83 positions we hold weights for in CDPI and 98 in SCHD, against full books of 87 and 206.
Top Shared Holdings
| Stock | Weight in CDPI | Weight in SCHD | Difference |
|---|---|---|---|
| TXNTexas Instrument Inc | 1.28% | 4.89% | 3.61% |
| CVXChevron Corp | 1.89% | 4.14% | 2.25% |
| MRKMerck & Company Inc | 1.82% | 4.04% | 2.22% |
| VZVerizon Communic | 1.11% | 3.88% | 2.77% |
| KOCoca Cola Co. | 0.83% | 4.12% | 3.29% |
| PGProcter & Gamble Company | 0.68% | 4.16% | 3.48% |
| PEPPepsico Inc. | 1.03% | 3.80% | 2.77% |
| HDHome Depot Inc/The | 0.98% | 3.77% | 2.79% |
| UNHUnitedhealth Group Incorporated | 0.77% | 3.95% | 3.18% |
| AMGNAmgen Inc. | 0.61% | 3.86% | 3.25% |
61.2% of SCHD is already inside CDPI.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CDPI or SCHD?
CDPI has an expense ratio of 0.45% while SCHD charges 0.06%. SCHD is the cheaper option, by $39 a year on a $10,000 investment.
What is the holdings overlap between CDPI and SCHD?
At least 61.2% of SCHD's money is in holdings CDPI also owns. Our book for CDPI is partial, so the real figure is this or higher. They hold 24 positions in common, counted across the 83 positions we hold weights for in CDPI and 98 in SCHD.
Which pays a higher dividend, CDPI or SCHD?
CDPI yields 0.69% while SCHD yields 3.24%, so SCHD currently pays the higher dividend yield.
Is SCHD better than CDPI?
SCHD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.