EVMO vs SCHD
EVMO vs SCHD
Eaton Vance Mortgage Opportunities ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | EVMO | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.06% | |
| AUM | - | $103.7B | |
| Dividend Yield | - | 3.31% | |
| Holdings | 726 | 104 | |
| YTD Return | +0.68% | +22.69% | |
| 1Y Return | +4.00% | +30.94% | |
| 3Y Return (annualized) | - | +14.20% | |
| 5Y Return (annualized) | - | +9.59% | |
| Volatility (annualized) | - | 13.7% | |
| Max Drawdown | -1.9% | -33.4% | |
| Fund Family | Eaton Vance | Charles Schwab Asset Management | |
| Category | Fixed Income | Equity | |
| Inception | Mar 31, 1987 | Oct 20, 2011 |
EVMO vs SCHD Performance
Eaton Vance Mortgage Opportunities ETF (EVMO) is a ETF from Eaton Vance and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year EVMO returned +4.00% while SCHD returned +30.94%. Year to date, EVMO is up 0.68% versus a gain of 22.69% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -1.9% for EVMO 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
EVMO charges 0.45% per year while SCHD charges 0.06%. On a $10,000 position that is $45 vs $6 annually, a gap of $39 per year that compounds over a long holding period.
Holdings Overlap
EVMO and SCHD share 0 holdings out of 157 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, EVMO or SCHD?
EVMO has an expense ratio of 0.45% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $39 per year of difference.
Which performed better, EVMO or SCHD?
Over the past year EVMO returned +4.00% vs +30.94% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between EVMO and SCHD?
EVMO and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 157 unique securities.
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