FEVR vs SCHD
Inspire Faithward Large Cap Momentum ESG ETF vs Schwab US Dividend Equity ETF
Which is better, FEVR or SCHD?
Large Cap Growth 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 | FEVR | SCHD |
|---|---|---|
| Expense Ratio | - | 0.06% |
| AUM | $4M | $111.6B |
| Dividend Yield | 2.00% | 3.24% |
| Holdings | 37 | 206 |
| Volatility (annualized) | 22.8% | 17.1%Best |
| Max Drawdown | -35.4% | -16.9%Best |
| $10,000 over 1.9 years | $9,026 | $12,430Best |
| Fund Family | Inspire ETFs | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Dec 7, 2020 | 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 1426 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. FEVR has data through Nov 18, 2022 and SCHD through Oct 14, 2026.
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Dec 8, 2020 to Nov 18, 2022 (1.9 years).
Risk: Volatility and Drawdowns
FEVR has been the more volatile fund, with annualized monthly volatility of 22.8% compared with 17.1% 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 -35.4% for FEVR and -16.9% 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 0.61. They move together some of the time, and apart the rest.
You are not choosing between two funds in isolation.
Whichever of FEVR 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, FEVR or SCHD?
FEVR has been the more volatile fund at 22.8% annualized versus 17.1% for SCHD. Worst drawdown: FEVR -35.4% vs SCHD -16.9%.
Should I hold both FEVR and SCHD?
FEVR and SCHD have a monthly-return correlation of 0.61, 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, FEVR or SCHD?
FEVR yields 2.00% while SCHD yields 3.24%, so SCHD currently pays the higher dividend yield.
Is SCHD better than FEVR?
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.