EVUS vs SCHD
EVUS vs SCHD
ishares ESG Aware MSCI USA Value ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. EVUS offers more diversification with 223 holdings.
Side-by-Side Comparison
| Metric | EVUS | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.06% | |
| AUM | $362M | $103.7B | |
| Dividend Yield | 1.52% | 3.31% | |
| Holdings | 226 | 104 | |
| YTD Return | +14.90% | +23.31% | |
| 1Y Return | +23.70% | +30.42% | |
| 3Y Return (annualized) | +15.73% | +14.66% | |
| 5Y Return (annualized) | - | +9.59% | |
| Volatility (annualized) | 12.3% | 13.6% | |
| Max Drawdown | -15.7% | -33.4% | |
| Fund Family | iShares by BlackRock (US) | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jan 31, 2023 | Oct 20, 2011 |
EVUS vs SCHD Performance
ishares ESG Aware MSCI USA Value ETF (EVUS) is a ETF from iShares by BlackRock (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year EVUS returned +23.70% while SCHD returned +30.42%. Year to date, EVUS is up 14.90% versus a gain of 23.31% for SCHD.
Over three years, EVUS compounded at +15.73% per year against +14.66% for SCHD. Across the full 4-year window we track, EVUS has the edge at +13.28% annualized vs +11.34%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 12.3% for EVUS. 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 -15.7% for EVUS and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.87. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EVUS charges 0.18% per year while SCHD charges 0.06%. On a $10,000 position that is $18 vs $6 annually, a gap of $12 per year that compounds over a long holding period. On income, EVUS currently yields 1.52% against 3.31% for SCHD.
Holdings Overlap
EVUS and SCHD share 29 holdings out of 294 unique holdings combined, representing a 14.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in EVUS | Weight in SCHD | Difference |
|---|---|---|---|
| UNH | 0.94% | 4.54% | 3.60% |
| HD | 1.26% | 4.16% | 2.90% |
| PG | 1.19% | 4.15% | 2.96% |
| MRK | Pro | Pro | Pro |
| KO | Pro | Pro | Pro |
| ABT | Pro | Pro | Pro |
| AMGN | Pro | Pro | Pro |
| TXN | Pro | Pro | Pro |
| VZ | Pro | Pro | Pro |
| CVX | Pro | Pro | Pro |
See all 10 holdings EVUS shares with SCHD Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, EVUS or SCHD?
EVUS has an expense ratio of 0.18% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $12 per year of difference.
Which performed better, EVUS or SCHD?
Over the past year EVUS returned +23.70% vs +30.42% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (4 years), EVUS annualized +13.28% vs +11.34% for SCHD. Past performance does not guarantee future results.
Which is riskier, EVUS or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 12.3% for EVUS. Worst drawdown: EVUS -15.7% vs SCHD -33.4%.
Should I hold both EVUS and SCHD?
EVUS and SCHD have a monthly-return correlation of 0.87, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EVUS and SCHD?
EVUS and SCHD share 29 common holdings with a 14.2% weight overlap. Combined, they hold 294 unique securities.
Which pays a higher dividend, EVUS or SCHD?
EVUS yields 1.52% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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