HEDG vs SCHD
HEDG vs SCHD
Equable Shares Hedged Equity ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | HEDG | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.96% | 0.06% | |
| AUM | $424M | $103.7B | |
| Dividend Yield | 2.34% | 3.31% | |
| Holdings | 9 | 104 | |
| YTD Return | +5.17% | +24.26% | |
| 1Y Return | - | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -3.9% | -33.4% | |
| Fund Family | Equable Shares | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Oct 13, 2025 | Oct 20, 2011 |
HEDG vs SCHD Performance
Equable Shares Hedged Equity ETF (HEDG) is a ETF from Equable Shares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, HEDG is up 5.17% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -3.9% for HEDG 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
HEDG charges 0.96% per year while SCHD charges 0.06%. On a $10,000 position that is $96 vs $6 annually, a gap of $90 per year that compounds over a long holding period. On income, HEDG currently yields 2.34% against 3.31% for SCHD.
Holdings Overlap
HEDG and SCHD share 0 holdings out of 105 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, HEDG or SCHD?
HEDG has an expense ratio of 0.96% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $90 per year of difference.
What is the holdings overlap between HEDG and SCHD?
HEDG and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 105 unique securities.
Which pays a higher dividend, HEDG or SCHD?
HEDG yields 2.34% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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