EERN vs SCHD
DriveWealth Power Saver ETF vs Schwab US Dividend Equity ETF
Which is better, EERN or SCHD?
Diversified Sectoral Bond against Large Cap Value.
SCHD led over 1Y and the full window.
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 | EERN | SCHD |
|---|---|---|
| Expense Ratio | - | 0.06% |
| AUM | $167,623.35 | $111.6B |
| Dividend Yield | 545.96% | 3.24% |
| Holdings | 13 | 206 |
| Volatility (annualized) | 17.8% | 15.1%Best |
| Max Drawdown | -21.8% | -13.6%Best |
| $10,000 over 1.1 years | $9,611 | $10,035Best |
| Fund Family | DRIVE WEALTH | Charles Schwab Asset Management |
| Category | Fixed Income | Equity |
| Style | Diversified Sectoral Bond | Large Cap Value |
| Inception | Jul 26, 2021 | Oct 20, 2011 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.
The two price series end 1507 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. EERN has data through Aug 29, 2022 and SCHD through Oct 14, 2026.
Volatility and max drawdown, and the $10,000 over 1.1 years row, are measured over the window both funds cover: Jul 27, 2021 to Aug 29, 2022 (1.1 years).
Risk: Volatility and Drawdowns
EERN has been the more volatile fund, with annualized monthly volatility of 17.8% compared with 15.1% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -21.8% for EERN and -13.6% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.66. They move together some of the time, and apart the rest.
You are not choosing between two funds in isolation.
Whichever of EERN and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is riskier, EERN or SCHD?
EERN has been the more volatile fund at 17.8% annualized versus 15.1% for SCHD. Worst drawdown: EERN -21.8% vs SCHD -13.6%.
Should I hold both EERN and SCHD?
EERN and SCHD have a monthly-return correlation of 0.66, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, EERN or SCHD?
EERN yields 545.96% while SCHD yields 3.24%, so EERN currently pays the higher dividend yield.
Is SCHD better than EERN?
SCHD led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.