EYLD vs SCHD
Cambria Emerging Shareholder Yield ETF vs Schwab US Dividend Equity ETF
Which is better, EYLD or SCHD?
All Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. EYLD led over 1Y, 3Y, 5Y 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 | EYLD | SCHD |
|---|---|---|
| Expense Ratio | 0.65% | 0.06%Best |
| AUM | $929M | $111.6B |
| Dividend Yield | 4.45% | 3.24% |
| Holdings | 127 | 206 |
| YTD Return | +23.39% | +24.55%Best |
| 1Y Return | +33.27%Best | +29.85% |
| 3Y Return (annualized) | +22.75%Best | +16.64% |
| 5Y Return (annualized) | +11.52%Best | +9.54% |
| Volatility (annualized) | 17.0% | 15.3%Best |
| Max Drawdown | -41.8% | -33.4%Best |
| $10,000 over 5 years | $17,249Best | $15,771 |
| Fund Family | Cambria Investment Management | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | All Cap Blend | Large Cap Value |
| Inception | Jul 13, 2016 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jul 14, 2016 to Oct 14, 2026 (10.3 years).
EYLD 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 covers the 10.3 years both funds cover.
EYLD vs SCHD Performance
Cambria Emerging Shareholder Yield ETF (EYLD) is an ETF from Cambria Investment Management and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year EYLD returned +33.27% while SCHD returned +29.85%. Year to date, EYLD is up 23.39% versus a gain of 24.55% for SCHD.
Over three years, EYLD compounded at +22.75% per year against +16.64% for SCHD; over five years the annualized figures are +11.52% and +9.54% respectively. Across the full 10-year window we track, EYLD has the edge at +11.64% annualized vs +10.94%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EYLD has been the more volatile fund, with annualized monthly volatility of 17.0% compared with 15.3% 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 -41.8% for EYLD and -33.4% 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 0.67. They move together some of the time, and apart the rest.
Fees and Cost Over Time
EYLD charges 0.65% per year while SCHD charges 0.06%. On a $10,000 position that is $65 vs $6 annually, a gap of $59 per year that compounds over a long holding period. On income, EYLD currently yields 4.45% against 3.24% for SCHD.
Holdings Overlap
We hold position weights for 2 holdings in EYLD and 98 in SCHD, totalling 0.4% and 99.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 2 positions we hold weights for in EYLD and 98 in SCHD, against full books of 127 and 206.
You are not choosing between two funds in isolation.
Whichever of EYLD 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 cheaper, EYLD or SCHD?
EYLD has an expense ratio of 0.65% while SCHD charges 0.06%. SCHD is the cheaper option, by $59 a year on a $10,000 investment.
Which performed better, EYLD or SCHD?
Over the past year EYLD returned +33.27% vs +29.85% for SCHD, so EYLD leads on 1-year performance. Over the longest common window we track (10 years), EYLD annualized +11.64% vs +10.94% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EYLD or SCHD?
EYLD has been the more volatile fund at 17.0% annualized versus 15.3% for SCHD. Worst drawdown: EYLD -41.8% vs SCHD -33.4%.
Should I hold both EYLD and SCHD?
EYLD and SCHD have a monthly-return correlation of 0.67, 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, EYLD or SCHD?
EYLD yields 4.45% while SCHD yields 3.24%, so EYLD currently pays the higher dividend yield.
Is SCHD better than EYLD?
SCHD has a lower expense ratio. EYLD led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.