HEMI vs SCHD
HEMI vs SCHD
Hartford Equity Premium Income 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 | HEMI | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.49% | 0.06% | |
| AUM | $35M | $103.7B | |
| Dividend Yield | 4.98% | 3.31% | |
| Holdings | 87 | 104 | |
| YTD Return | +4.81% | +23.53% | |
| 1Y Return | - | +30.95% | |
| 3Y Return (annualized) | - | +14.72% | |
| 5Y Return (annualized) | - | +9.56% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -9.8% | -33.4% | |
| Fund Family | Hartford Funds | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Dec 16, 2025 | Oct 20, 2011 |
HEMI vs SCHD Performance
Hartford Equity Premium Income ETF (HEMI) is a ETF from Hartford Funds and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, HEMI is up 4.81% versus a gain of 23.53% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -9.8% for HEMI 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
HEMI charges 0.49% per year while SCHD charges 0.06%. On a $10,000 position that is $49 vs $6 annually, a gap of $43 per year that compounds over a long holding period. On income, HEMI currently yields 4.98% against 3.31% for SCHD.
Holdings Overlap
HEMI and SCHD share 4 holdings out of 173 unique holdings combined, representing a 3.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in HEMI | Weight in SCHD | Difference |
|---|---|---|---|
| MRK | 1.33% | 4.32% | 2.99% |
| TXN | 1.33% | 3.70% | 2.37% |
| EOG | 0.55% | 1.98% | 1.43% |
| FITB | Pro | Pro | Pro |
See all 4 holdings HEMI 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, HEMI or SCHD?
HEMI has an expense ratio of 0.49% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $43 per year of difference.
What is the holdings overlap between HEMI and SCHD?
HEMI and SCHD share 4 common holdings with a 3.9% weight overlap. Combined, they hold 173 unique securities.
Which pays a higher dividend, HEMI or SCHD?
HEMI yields 4.98% while SCHD yields 3.31%, so HEMI currently pays the higher dividend yield.
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