HYLB vs SCHD

Quick Verdict

HYLB has a lower expense ratio. SCHD delivered stronger 1-year returns. HYLB offers more diversification with 1053 holdings.

Lower Fees: HYLBHigher Returns: SCHDMore Diversified: HYLB

Side-by-Side Comparison

MetricHYLBSCHDWinner
Expense Ratio0.05%0.06%
AUM$3.5B$103.7B
Dividend Yield6.47%3.31%
Holdings1,268104
YTD Return+1.43%+23.02%
1Y Return+4.64%+30.75%
3Y Return (annualized)+8.30%+14.89%
5Y Return (annualized)+3.84%+9.38%
Volatility (annualized)7.4%13.6%
Max Drawdown-24.7%-33.4%
Fund FamilyXtrackers ETFsCharles Schwab Asset Management
CategoryFixed IncomeEquity
InceptionDec 6, 2016Oct 20, 2011

HYLB vs SCHD Performance

Xtrackers USD High Yield Corporate Bond ETF (HYLB) is a ETF from Xtrackers ETFs and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year HYLB returned +4.64% while SCHD returned +30.75%. Year to date, HYLB is up 1.43% versus a gain of 23.02% for SCHD.

Over three years, HYLB compounded at +8.30% per year against +14.89% for SCHD; over five years the annualized figures are +3.84% and +9.38% respectively. Across the full 10-year window we track, SCHD has the edge at +11.33% annualized vs +2.14%. 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 7.4% for HYLB. 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 -24.7% for HYLB 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 0.73. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

HYLB charges 0.05% per year while SCHD charges 0.06%. On a $10,000 position that is $5 vs $6 annually, a gap of $1 per year that compounds over a long holding period. On income, HYLB currently yields 6.47% against 3.31% for SCHD.

Holdings Overlap

0.0%overlap

HYLB and SCHD share 0 holdings out of 1153 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, HYLB or SCHD?

HYLB has an expense ratio of 0.05% while SCHD charges 0.06%. HYLB is the cheaper option. On a $10,000 investment, that is $1 per year of difference.

Which performed better, HYLB or SCHD?

Over the past year HYLB returned +4.64% vs +30.75% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (10 years), HYLB annualized +2.14% vs +11.33% for SCHD. Past performance does not guarantee future results.

Which is riskier, HYLB or SCHD?

SCHD has been the more volatile fund at 13.6% annualized versus 7.4% for HYLB. Worst drawdown: HYLB -24.7% vs SCHD -33.4%.

Should I hold both HYLB and SCHD?

HYLB and SCHD have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between HYLB and SCHD?

HYLB and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1153 unique securities.

Which pays a higher dividend, HYLB or SCHD?

HYLB yields 6.47% while SCHD yields 3.31%, so HYLB currently pays the higher dividend yield.

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