What are the main differences in investment strategy between SCHD and SDIV?

SCHD invests in U.S. large-cap value stocks with stable dividend histories, while SDIV targets global small/mid-cap equities with high yields. These strategies suit different risk-return preferences.

How do the dividend yields of SCHD and SDIV compare?

SCHD yields 3.11%, while SDIV yields 9.06%, indicating SDIV generates significantly more income per share. These figures represent distributions as a percentage of current share price.

What are the expense ratios for SCHD and SDIV?

SCHD has a 0.06% expense ratio, while SDIV has a 0.58% expense ratio. This means SDIV's annual fees are 0.52 percentage points higher than SCHD's, affecting net returns over time.

Which index does SCHD track, and what does it hold?

The specific index SCHD tracks is currently listed as not available. It holds U.S. large-cap value stocks with strong dividend records.

Which index does SDIV track, and what does it hold?

The index SDIV tracks is currently listed as not available. It holds global small and mid-cap stocks with high yields.

How much of SCHD's portfolio is concentrated in its top holdings?

SCHD's top ten holdings each represent under 5% of the fund, with the largest at 4.89%. This limits concentration risk but may dilute individual stock impact.

How diversified is SDIV's top holdings?

SDIV's top holdings are highly diluted, with the largest position at 1.84%. This indicates extreme portfolio fragmentation across global small/mid-cap stocks.

What does SCHD's net asset value (NAV) represent?

SCHD's NAV is $112.8 billion, reflecting the total value of its underlying assets minus liabilities. This measure provides insight into the fund's size and liquidity.

What does SDIV's net asset value (NAV) represent?

SDIV's NAV is $1.2 billion, reflecting the total value of its underlying assets minus liabilities. This measure provides insight into the fund's size and liquidity.

How does liquidity differ between SCHD and SDIV?

SCHD's $112.8 billion in net assets supports high liquidity with minimal trading friction. SDIV's $1.2 billion in assets provides reasonable liquidity for standard trading volumes but less than SCHD.

What is a potential risk associated with SDIV's strategy?

SDIV's focus on global small/mid-cap stocks introduces higher volatility compared to large-cap alternatives. The high yield compensates for this elevated risk profile.

What is a potential risk associated with SCHD's strategy?

SCHD lacks explicit international diversification as a U.S.-focused fund, concentrating exposure solely within the domestic economy. This could impact resilience during U.S. market downturns.

SCHD vs SDIV

Two funds, one decision: we compare cost, performance and what each ETF actually holds in October 2026.

Compare the US Dividend Equity ETF Schwab (SCHD) and Global X SuperDividend ETF (SDIV). Explore fees, holdings, dividends, and how each fund tracks its market. SCHD costs 0.06% with a 3.11% yield. SDIV costs 0.58% with a 9.06% yield. Review differences in size, strategy, and top assets to understand your options. Educational content, not financial advice.

Fund Snapshot

Key Fund Metrics

SCHD

Metric

SDIV

0.06%

Expense Ratio

0.58%

3.11%

Dividend Yield

9.06%

$112.77B

Net Assets

$1.20B

102

Holdings

118

Oct 20, 2011

Inception Date

Jun 8, 2011

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Index Tracked

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Large Value

Fund Category

Global Small/Mid Stock

SCHD costs about $52.00 less per year for every $10,000 invested.

Shared Top Holdings

These funds do not share any of their top holdings.

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Investment Analysis

SCHD

Pros

Schwab US Dividend Equity ETF offers low annual costs with a 0.06% expense ratio, supporting efficient long-term wealth accumulation.
The fund maintains substantial liquidity and stability through $112.8 billion in net assets, reducing trading friction for investors.
A yield of 3.11% complements its focus on established companies, providing a balanced income stream from large-cap value stocks.

Considerations

Schwab US Dividend Equity ETF tracks a specific index, but the exact methodology is currently listed as not available.
The top ten holdings account for a modest portion of the portfolio, limiting concentration risk but potentially diluting impact.
As a US-focused large value fund, it lacks explicit international diversification, concentrating exposure within the domestic economy.

SDIV

Pros

Global X SuperDividend ETF provides a high income yield of 9.06%, appealing to investors seeking maximum distributions.
The fund's global small/mid-cap focus allows for diversification across various geographic markets and sector opportunities.
With $1.2 billion in assets, the fund is large enough to offer reasonable liquidity for standard trading volumes.

Considerations

The 0.58% expense ratio is significantly higher than many comparable ETFs, which can erode net returns over time.
Top holdings are highly diluted, with the largest single position representing only 1.84% of assets, indicating extreme fragmentation.
As a global small/mid-cap fund, it faces higher volatility and risk compared to large-cap alternatives, despite the high yield.

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About SCHD and SDIV

SCHD (SCHD)

SCHD (Schwab US Dividend Equity ETF) is an exchange‑traded fund that aims to provide exposure to high-quality U.S. companies that have a history of paying dividends. Managed by Charles Schwab, the ETF screens for firms with stable earnings, reasonable payout ratios and consistent dividend records, concentrating on large‑cap names across a range of sectors. Investors often use SCHD for income and as a core holding to capture dividend yield with the diversification and liquidity of an ETF. It is designed to be a low‑cost, transparent vehicle, though dividends and share prices can fall and past performance is not a guarantee of future results. Suitable for investors seeking income and long‑term total return, it may not fit those focused solely on capital growth or who require guarantees. As with any investment, consider costs, tax treatment and how it fits your wider portfolio before investing.

SDIV (SDIV)

Global X SuperDividend ETF (SDIV) is an exchange-traded fund that seeks to provide high income by investing in a broad selection of high dividend‑yielding equities from around the world. The fund typically holds a large number of dividend-paying companies, often equally weighted, and rebalances periodically to maintain its yield focus. Investors should know that SDIV is income-oriented and may deliver a higher distribution yield than broad-market ETFs, but that yield can fluctuate and is not guaranteed. The strategy can concentrate in sectors and regions where dividend yields are currently high, which may increase volatility and introduce sector, currency and geopolitical risks. SDIV may also have greater exposure to smaller-cap or cyclical companies and to securities with less predictable payouts. This makes it potentially suitable for income-seeking, risk-tolerant investors as part of a diversified portfolio, but not a substitute for assessing individual needs or seeking personalised financial advice.

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SCHD vs SDIV

Fund Snapshot