SCHD vs HDV Stock Comparison: AI Score, Valuation, Performance and Upside
SCHD and HDV sit in related but distinct corners of the ETF landscape — SCHD centers on quality-screened dividend growth at a very low cost, while HDV focuses on higher current income than growth-oriented dividend funds. Investors choosing between them should weigh how each fund's strategy lines up with their own goals rather than assuming they're interchangeable.
Choosing between SCHD and HDV comes down to which specific exposure — quality-screened dividend growth at a very low cost or higher current income than growth-oriented dividend funds — better matches the role you want this holding to play in a diversified portfolio.
SCHD holds the edge across 3 of 5 key metrics in this comparison. SCHD has delivered stronger 1-year price return (+27.20% vs +21.86% for HDV).
- want quality-screened dividend growth at a very low cost
- prefer Charles Schwab's approach and fund lineup
- value rigorous quality and dividend-growth screening process
- are comfortable with excludes REITs and many high-yield sectors by design
- want higher current income than growth-oriented dividend funds
- prefer iShares (BlackRock)'s approach and fund lineup
- value typically higher current dividend yield than dividend-growth-focused peers
- are comfortable with more concentrated sector exposure, often energy and healthcare heavy
| Metric | SCHD | HDV |
|---|---|---|
| ETF scorei | 88.0 | 83.0 |
| Latest closei | $33.68 | $28.74 |
| 1M returni | -4.02% | -3.79% |
| 6M returni | +12.65% | +10.46% |
| 1Y returni | +27.20% | +21.86% |
The ETF score weights long-term returns and risk-adjusted performance most heavily, but still rewards low expense ratios, larger fund size, and broader diversification — so it can favor low-cost, broad, mega-cap funds over smaller thematic or actively-managed funds even when the latter have delivered stronger returns.
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | SCHD | HDV |
|---|---|---|
| 1Y ago | $13.19K (+31.9%) started 2025-09-18 | $12.59K (+25.9%) started 2025-09-18 |
| 5Y ago | $19.7K (+97.0%) started 2021-09-20 | $22.4K (+124.0%) started 2021-09-20 |
| 10Y ago | $50.11K (+401.1%) started 2016-09-19 | $39.95K (+299.5%) started 2016-09-19 |
Hypothetical — past performance does not guarantee future results.
| Metric | SCHD | HDV |
|---|---|---|
| Expense ratioi | 0.06% | 0.08% |
| Total assets (AUM)i | $112.34B | $15.49B |
| Dividend yieldi | 3.00% | 3.34% |
| Trailing P/Ei | 18.59 | 21.49 |
| Betai | 0.71 | 0.56 |
| 52-week change | 27.20% | 21.86% |
| Metric | SCHD | HDV |
|---|---|---|
| 1Y returni | +27.20% | +21.86% |
| 6M returni | +12.65% | +10.46% |
| 1M returni | -4.02% | -3.79% |
| 1Y Sharpe ratio | 1.81 | 1.45 |
| Betai | 0.71 | 0.56 |
| Dividend yieldi | 3.00% | 3.34% |
| 5Y CAGR | +10.16% | +12.86% |
Over the past year, SCHD and HDV have moved strongly in the same direction (correlation of 0.85), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | SCHD | HDV |
|---|---|---|---|
| 1Y | Growthi | +27.20% | +21.86% |
| CAGRi | +27.22% | +21.88% | |
| Volatilityi | 11.18% | 10.97% | |
| Sharpe ratioi | 1.81 | 1.45 | |
| Sortino ratioi | 2.99 | 2.31 | |
| Max drawdowni | 4.61% | 5.18% | |
| Current drawdowni | 4.35% | 3.79% | |
| Avg drawdowni | 1.26% | 1.45% | |
| Ulcer Indexi | 1.75% | 1.97% | |
| Max daily dropi | 1.84% | 1.78% | |
| Max wkly dropi | 3.17% | 3.72% | |
| 5Y | Growthi | +62.12% | +82.99% |
| CAGRi | +10.16% | +12.86% | |
| Volatilityi | 14.38% | 12.94% | |
| Sharpe ratioi | 0.43 | 0.66 | |
| Sortino ratioi | 0.62 | 0.94 | |
| Max drawdowni | 16.84% | 15.42% | |
| Current drawdowni | 4.35% | 3.79% | |
| Avg drawdowni | 4.38% | 2.68% | |
| Ulcer Indexi | 5.69% | 3.81% | |
| Max daily dropi | 5.42% | 6.03% | |
| Max wkly dropi | 12.74% | 10.04% | |
| 10Y | Growthi | +237.28% | +156.73% |
| CAGRi | +12.93% | +9.89% | |
| Volatilityi | 16.72% | 15.77% | |
| Sharpe ratioi | 0.54 | 0.39 | |
| Sortino ratioi | 0.77 | 0.55 | |
| Max drawdowni | 33.37% | 37.04% | |
| Current drawdowni | 4.35% | 3.79% | |
| Avg drawdowni | 3.99% | 3.63% | |
| Ulcer Indexi | 5.83% | 5.80% | |
| Max daily dropi | 9.95% | 9.61% | |
| Max wkly dropi | 18.00% | 19.25% |
| Category | SCHD | HDV |
|---|---|---|
| Fund name | Schwab U.S. Dividend Equity ETF | iShares Core High Dividend ETF |
| Type | ETF | ETF |
| Expense ratioi | 0.06% | 0.08% |
| Total assets (AUM)i | $112.34B | $15.49B |
| Dividend yieldi | 3.00% | 3.34% |
- Rigorous quality and dividend-growth screening process
- One of the lowest expense ratios among dividend ETFs
- Strong long-term track record combining yield and price growth
- Typically higher current dividend yield than dividend-growth-focused peers
- Screens for financial health to avoid dividend-cutting risk
- Low expense ratio in the iShares Core lineup
- Excludes REITs and many high-yield sectors by design
- Can lag pure high-yield funds during income-focused rallies
- Concentrated toward mature, slower-growing dividend payers
- More concentrated sector exposure, often energy and healthcare heavy
- Less emphasis on dividend growth than SCHD
- Fewer holdings than broader dividend funds
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