SCHD vs SMHC

SCHD vs SMHC

Which is better, SCHD or SMHC?

Large Cap Value against Large Cap Blend.

SCHD has a lower expense ratio.

Lower Fees: SCHD

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

MetricSCHDSMHC
Expense Ratio0.06%Best0.65%
AUM$111.6B$14M
Dividend Yield3.24%0.00%
Holdings20657
YTD Return+24.55%Best-37.22%
1Y Return+29.85%-
3Y Return (annualized)+16.64%-
5Y Return (annualized)+9.54%-
Fund FamilyCharles Schwab Asset ManagementVanEck
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionOct 20, 2011Jun 23, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

SCHD vs SMHC 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

SCHD vs SMHC Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and VanEck China Semiconductor ETF (SMHC) is an ETF from VanEck. Year to date, SCHD is up 24.55% versus a loss of 37.22% for SMHC.

Past performance does not guarantee future results.

Fees and Cost Over Time

SCHD charges 0.06% per year while SMHC charges 0.65%. On a $10,000 position that is $6 vs $65 annually, a gap of $59 per year that compounds over a long holding period. On income, SCHD currently yields 3.24% against 0.00% for SMHC.

Holdings Overlap

We hold position weights for 98 holdings in SCHD and 25 in SMHC, totalling 99.8% and 94.0% 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 98 positions we hold weights for in SCHD and 25 in SMHC, against full books of 206 and 57.

You are not choosing between two funds in isolation.

Whichever of SCHD and SMHC you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SCHDSMHC

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or SMHC?

SCHD has an expense ratio of 0.06% while SMHC charges 0.65%. SCHD is the cheaper option, by $59 a year on a $10,000 investment.

Which pays a higher dividend, SCHD or SMHC?

SCHD yields 3.24% while SMHC yields 0.00%, so SCHD currently pays the higher dividend yield.

Is SMHC better than SCHD?

SCHD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.