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SCHD vs. SCHB

Schwab US Dividend Equity ETF

SCHD
$--
vs

Schwab U.S. Broad Market ETF

SCHB
$--

Correlation

SCHDSchwab US Dividend Equity ETF
SCHBSchwab U.S. Broad Market ETF

What is SCHD?

The ETF seeks investment results that track, as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Dividend 100 Index. Provides exposure to high dividend yielding stocks issued by U.S. companies that have a record of consistently paying dividends and have strong relative fundamental strength based on select financial ratios.

Snapshot
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SCHD Schwab US Dividend Equity ETF
SCHB Schwab U.S. Broad Market ETF
Inception date
Oct 20, 2011
Nov 3, 2009
Expense ratio
0.06%
0.03%
SCHD has a higher expense ratio than SCHB by 0.03%. This can indicate that it’s more expensive to invest in SCHD than SCHB.
Type
US Equities
US Equities
SCHD targets investing in US Equities, while SCHB targets investing in US Equities.
Fund owner
Schwab
Schwab
SCHD is managed by Schwab, while SCHB is managed by Schwab.
Volume (1m avg. daily)
$191,902,599
$35,304,784
Both SCHD and SCHB are considered high-volume assets. They’re less likely to be affected by issues like slippage and failed orders on Composer than low-volume assets.
AUM
$47,737,029,197
$22,376,795,984
SCHD has more assets under management than SCHB by $25,360,233,213. Higher AUM can be associated with better liquidity and lower slippage in trading.
Associated index
Dow Jones U.S. Dividend 100 Index
Dow Jones U.S. Broad Stock Market Index
SCHD is based off of the Dow Jones U.S. Dividend 100 Index, while SCHB is based off of the Dow Jones U.S. Broad Stock Market Index
Inverse/Leveraged
No
No
SCHD and SCHB use the same leverage ratio. Inverse and leveraged ETFs can be used to either take an opposite position or amplify returns of a given index.
Passive/Active
Passive
Passive
SCHD and SCHB both use a Passive investing strategy. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.
Dividend
Yes
No
SCHD may offer dividends, while SCHB does not. The frequency and yield of the dividend for SCHD may vary.
Prospectus
Neither SCHD nor SCHB require a K1.

Automated Strategies
Related toSCHD

#OPUS-12

Opus-12

Category

Opus, Investing for the Long-Term

Risk Rating

Moderate

Automated Strategies
Related toSCHB

#WIR

When Inflation is Rising

Category

Living With High Inflation, Worried about Inflation?

Risk Rating

Moderate

Create your own algorithmic
trading strategy

Disclaimers

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We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

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We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.