CRUX vs SCHD
CRUX vs SCHD
Columbia Core Bond ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. CRUX offers more diversification with 188 holdings.
Side-by-Side Comparison
| Metric | CRUX | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.32% | 0.06% | |
| AUM | - | $103.7B | |
| Dividend Yield | 1.06% | 3.31% | |
| Holdings | 501 | 104 | |
| YTD Return | -1.13% | +23.02% | |
| 1Y Return | - | +30.75% | |
| 3Y Return (annualized) | - | +14.89% | |
| 5Y Return (annualized) | - | +9.38% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -2.0% | -33.4% | |
| Fund Family | Columbia Threadneedle Investments | Charles Schwab Asset Management | |
| Category | Fixed Income | Equity | |
| Inception | Mar 16, 2026 | Oct 20, 2011 |
CRUX vs SCHD Performance
Columbia Core Bond ETF (CRUX) is a ETF from Columbia Threadneedle Investments and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, CRUX is down 1.13% versus a gain of 23.02% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -2.0% for CRUX and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
CRUX charges 0.32% per year while SCHD charges 0.06%. On a $10,000 position that is $32 vs $6 annually, a gap of $26 per year that compounds over a long holding period. On income, CRUX currently yields 1.06% against 3.31% for SCHD.
Holdings Overlap
CRUX and SCHD share 1 holdings out of 287 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in CRUX | Weight in SCHD | Difference |
|---|---|---|---|
| GVMXX | 10.48% | 0.04% | 10.44% |
Frequently Asked Questions
Which is cheaper, CRUX or SCHD?
CRUX has an expense ratio of 0.32% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $26 per year of difference.
What is the holdings overlap between CRUX and SCHD?
CRUX and SCHD share 1 common holdings with a 0.0% weight overlap. Combined, they hold 287 unique securities.
Which pays a higher dividend, CRUX or SCHD?
CRUX yields 1.06% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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