SCHD vs SDOG
Schwab US Dividend Equity ETF vs ALPS Sector Dividend Dogs ETF
Which is better, SCHD or SDOG?
Each has led over a different period.
SCHD has a lower expense ratio. SCHD led over 1Y and the full window, SDOG over 3Y and 5Y. The two have moved almost in lockstep, correlation 0.93. SDOG is less concentrated, with 21.7% of the fund in its ten largest positions against 41.6%.
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 | SCHD | SDOG |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.36% |
| AUM | $111.6B | $1.4B |
| Dividend Yield | 3.24% | 3.60% |
| Holdings | 206 | 51 |
| YTD Return | +24.55%Best | +17.56% |
| 1Y Return | +29.85%Best | +21.61% |
| 3Y Return (annualized) | +16.64% | +18.86%Best |
| 5Y Return (annualized) | +9.54% | +9.97%Best |
| Volatility (annualized) | 13.9%Best | 15.8% |
| Max Drawdown | -33.4%Best | -46.4% |
| $10,000 over 5 years | $15,771 | $16,083Best |
| Top 10 Weight | 41.6% | 21.7%Best |
| Fund Family | Charles Schwab Asset Management | ALPS Advisors |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Oct 20, 2011 | Jun 29, 2012 |
Volatility and max drawdown are measured over the window both funds cover: Jun 29, 2012 to Oct 14, 2026 (14.3 years).
SCHD vs SDOG 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 14.3 years both funds cover.
SCHD vs SDOG Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and ALPS Sector Dividend Dogs ETF (SDOG) is an ETF from ALPS Advisors. Over the past year SCHD returned +29.85% while SDOG returned +21.61%. Year to date, SCHD is up 24.55% versus a gain of 17.56% for SDOG.
Over three years, SCHD compounded at +16.64% per year against +18.86% for SDOG; over five years the annualized figures are +9.54% and +9.97% respectively. Across the full 14-year window we track, SCHD has the edge at +11.01% annualized vs +9.02%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SDOG has been the more volatile fund, with annualized monthly volatility of 15.8% compared with 13.9% 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 -33.4% for SCHD and -46.4% for SDOG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
SCHD charges 0.06% per year while SDOG charges 0.36%. On a $10,000 position that is $6 vs $36 annually, a gap of $30 per year that compounds over a long holding period. On income, SCHD currently yields 3.24% against 3.60% for SDOG.
Holdings Overlap
46.5% of SCHD's money is in holdings SDOG also owns. 43.7% of SDOG's money is in holdings SCHD also owns.
The two portfolios partly overlap.
22 positions in common, counted across the 98 positions we hold weights for in SCHD and 51 in SDOG, against full books of 206 and 51.
What only one of them owns
Measured across the 98 and 51 positions we hold weights for.
SCHD holds 75 positions SDOG does not, 53.3% of the fund.
Largest: QCOM 4.61%, PG 4.16%, KO 4.12%, UNH 3.95%, AMGN 3.86%
Top Shared Holdings
| Stock | Weight in SCHD | Weight in SDOG | Difference |
|---|---|---|---|
| TXNTexas Instruments Inc. | 4.89% | 2.28% | 2.61% |
| CVXChevron Corp Com USD.75 | 4.14% | 2.01% | 2.13% |
| MRKMerck & Co. Inc. | 4.04% | 2.09% | 1.95% |
| COPConocophillips Co | 3.91% | 1.92% | 1.99% |
| VZVerizon Communications Inc Com Usd1 | 3.88% | 1.89% | 1.99% |
| ACNAccenture Plc | 3.13% | 2.25% | 0.88% |
| BMYBristol-Myers Squibb Co. | 3.21% | 2.00% | 1.21% |
| MOAltria Group Inc. | 2.89% | 2.03% | 0.86% |
| LMTLockheed Martin Corp | 2.64% | 2.01% | 0.63% |
| EOGEog Resources Inc | 1.91% | 2.00% | 0.09% |
46.5% of SCHD is already inside SDOG.
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, SCHD or SDOG?
SCHD has an expense ratio of 0.06% while SDOG charges 0.36%. SCHD is the cheaper option, by $30 a year on a $10,000 investment.
Which performed better, SCHD or SDOG?
Over the past year SCHD returned +29.85% vs +21.61% for SDOG, so SCHD leads on 1-year performance. Over the longest common window we track (14 years), SCHD annualized +11.01% vs +9.02% for SDOG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCHD or SDOG?
SDOG has been the more volatile fund at 15.8% annualized versus 13.9% for SCHD. Worst drawdown: SCHD -33.4% vs SDOG -46.4%.
Should I hold both SCHD and SDOG?
SCHD and SDOG have a monthly-return correlation of 0.93, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between SCHD and SDOG?
46.5% of SCHD's money is in holdings SDOG also owns. 43.7% of SDOG's is in holdings SCHD also owns. They hold 22 positions in common, counted across the 98 positions we hold weights for in SCHD and 51 in SDOG.
Which pays a higher dividend, SCHD or SDOG?
SCHD yields 3.24% while SDOG yields 3.60%, so SDOG currently pays the higher dividend yield.
Is SDOG better than SCHD?
SCHD has a lower expense ratio. SCHD led over 1Y and the full window, SDOG over 3Y and 5Y. The two have moved almost in lockstep, correlation 0.93. SDOG is less concentrated, with 21.7% of the fund in its ten largest positions against 41.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.