HYDR vs SCHD
Global X Hydrogen ETF vs Schwab US Dividend Equity ETF
Which is better, HYDR or SCHD?
SCHD has been ahead.
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y, 5Y and the full window. SCHD is less concentrated, with 41.6% of the fund in its ten largest positions against 73.5%.
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 | HYDR | SCHD |
|---|---|---|
| Expense Ratio | 0.50% | 0.06%Best |
| AUM | $88M | $111.6B |
| Dividend Yield | 2.99% | 3.24% |
| Holdings | 28 | 206 |
| YTD Return | +16.51% | +24.55%Best |
| 1Y Return | -10.18% | +29.85%Best |
| 3Y Return (annualized) | +6.18% | +16.64%Best |
| 5Y Return (annualized) | -18.78% | +9.54%Best |
| Volatility (annualized) | 58.1% | 14.9%Best |
| Max Drawdown | -89.3% | -16.9%Best |
| $10,000 over 5 years | $3,534 | $15,771Best |
| Top 10 Weight | 73.5% | 41.6%Best |
| Fund Family | Global X by mirae Asset | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Jul 12, 2021 | Oct 20, 2011 |
Volatility and max drawdown are measured over the window both funds cover: Jul 14, 2021 to Oct 14, 2026 (5.3 years).
HYDR 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 5.3 years both funds cover.
HYDR vs SCHD Performance
Global X Hydrogen ETF (HYDR) is an ETF from Global X by mirae Asset and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year HYDR returned -10.18% while SCHD returned +29.85%. Year to date, HYDR is up 16.51% versus a gain of 24.55% for SCHD.
Over three years, HYDR compounded at +6.18% per year against +16.64% for SCHD; over five years the annualized figures are -18.78% and +9.54% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HYDR has been the more volatile fund, with annualized monthly volatility of 58.1% compared with 14.9% 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 -89.3% for HYDR 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 0.38. They move together some of the time, and apart the rest.
Fees and Cost Over Time
HYDR charges 0.50% per year while SCHD charges 0.06%. On a $10,000 position that is $50 vs $6 annually, a gap of $44 per year that compounds over a long holding period. On income, HYDR currently yields 2.99% against 3.24% for SCHD.
Holdings Overlap
We hold position weights for 25 holdings in HYDR and 98 in SCHD, totalling 99.9% 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 25 positions we hold weights for in HYDR and 98 in SCHD, against full books of 28 and 206.
What only one of them owns
Our book lists 97 positions for SCHD that do not appear in our book for HYDR (99.8% of the fund), and 6 for HYDR that do not appear in SCHD (39.0%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of HYDR 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, HYDR or SCHD?
HYDR has an expense ratio of 0.50% while SCHD charges 0.06%. SCHD is the cheaper option, by $44 a year on a $10,000 investment.
Which performed better, HYDR or SCHD?
Over the past year HYDR returned -10.18% vs +29.85% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HYDR or SCHD?
HYDR has been the more volatile fund at 58.1% annualized versus 14.9% for SCHD. Worst drawdown: HYDR -89.3% vs SCHD -16.9%.
Should I hold both HYDR and SCHD?
HYDR and SCHD have a monthly-return correlation of 0.38, 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, HYDR or SCHD?
HYDR yields 2.99% while SCHD yields 3.24%, so SCHD currently pays the higher dividend yield.
Is SCHD better than HYDR?
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y, 5Y and the full window. SCHD is less concentrated, with 41.6% of the fund in its ten largest positions against 73.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.