SCHD vs NOBL ETF Comparison: AI Score, Valuation, Performance and Upside
SCHD and NOBL are both dividend strategies built on different tests. SCHD screens for financial quality and combines yield with growth across roughly one hundred holdings, producing a higher yield with sector concentration. NOBL requires twenty-five consecutive years of increases and weights holdings equally, producing a defensive roster with a demanding durability test and typically a lower yield.
Use this SCHD vs NOBL comparison to decide what you want a dividend to prove. A long unbroken increase streak is evidence of durability but says nothing about current valuation or yield. Quality screens on cash flow and returns assess the present ability to pay, which admits newer companies and produces a higher yield with more concentration.
SCHD holds the edge across 5 of 5 key metrics in this comparison. SCHD has delivered stronger 1-year price return (+27.36% vs +10.56% for NOBL).
- Want a higher dividend yield with quality screens behind it
- Value cash flow and return on equity tests over streak length
- Prefer very low cost for a screened strategy
- Accept concentration and meaningful annual reconstitution changes
- Want a demanding multi-decade dividend increase requirement
- Value equal weighting that avoids single-position concentration
- Prefer defensive sector exposure for downside resilience
- Accept a lower yield and higher cost than the cheapest alternatives
| Metric | SCHD | NOBL |
|---|---|---|
| ETF scorei | 87.0 | 60.0 |
| Latest closei | $33.21 | $54.97 |
| 1M returni | -4.49% | -6.05% |
| 6M returni | +10.85% | +6.26% |
| 1Y returni | +27.36% | +10.56% |
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 | NOBL |
|---|---|---|
| 1Y ago | $13.19K (+31.9%) started 2025-09-25 | $11.3K (+13.0%) started 2025-09-25 |
| 5Y ago | $19.06K (+90.6%) started 2021-09-27 | $15.01K (+50.1%) started 2021-09-27 |
| 10Y ago | $49.91K (+399.1%) started 2016-09-26 | $32.12K (+221.2%) started 2016-09-26 |
Hypothetical — past performance does not guarantee future results.
| Metric | SCHD | NOBL |
|---|---|---|
| Expense ratioi | 0.06% | 0.35% |
| Total assets (AUM)i | $112.34B | $11.8B |
| Dividend yieldi | 3.00% | 2.01% |
| Trailing P/Ei | 18.33 | 21.68 |
| Betai | 0.71 | 0.75 |
| 52-week change | 27.36% | 10.56% |
| Metric | SCHD | NOBL |
|---|---|---|
| 1Y returni | +27.36% | +10.56% |
| 6M returni | +10.85% | +6.26% |
| 1M returni | -4.49% | -6.05% |
| 1Y Sharpe ratio | 1.83 | 0.53 |
| Betai | 0.71 | 0.75 |
| Dividend yieldi | 3.00% | 2.01% |
| 5Y CAGR | +9.43% | +6.09% |
Over the past year, SCHD and NOBL have moved strongly in the same direction (correlation of 0.81), 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 | NOBL |
|---|---|---|---|
| 1Y | Growthi | +27.36% | +10.56% |
| CAGRi | +27.38% | +10.57% | |
| Volatilityi | 11.17% | 11.77% | |
| Sharpe ratioi | 1.83 | 0.53 | |
| Sortino ratioi | 3.01 | 0.79 | |
| Max drawdowni | 5.24% | 9.11% | |
| Current drawdowni | 4.93% | 6.47% | |
| Avg drawdowni | 1.35% | 2.56% | |
| Ulcer Indexi | 1.87% | 3.59% | |
| Max daily dropi | 1.84% | 1.79% | |
| Max wkly dropi | 3.17% | 3.74% | |
| 5Y | Growthi | +56.85% | +34.34% |
| CAGRi | +9.43% | +6.09% | |
| Volatilityi | 14.36% | 14.47% | |
| Sharpe ratioi | 0.39 | 0.17 | |
| Sortino ratioi | 0.56 | 0.24 | |
| Max drawdowni | 16.84% | 17.92% | |
| Current drawdowni | 4.93% | 6.47% | |
| Avg drawdowni | 4.40% | 4.45% | |
| Ulcer Indexi | 5.70% | 5.70% | |
| Max daily dropi | 5.42% | 5.19% | |
| Max wkly dropi | 12.74% | 10.95% | |
| 10Y | Growthi | +234.90% | +153.26% |
| CAGRi | +12.85% | +9.74% | |
| Volatilityi | 16.72% | 16.61% | |
| Sharpe ratioi | 0.54 | 0.37 | |
| Sortino ratioi | 0.76 | 0.52 | |
| Max drawdowni | 33.37% | 35.43% | |
| Current drawdowni | 4.93% | 6.47% | |
| Avg drawdowni | 4.00% | 3.93% | |
| Ulcer Indexi | 5.83% | 5.77% | |
| Max daily dropi | 9.95% | 10.17% | |
| Max wkly dropi | 18.00% | 16.60% |
| Category | SCHD | NOBL |
|---|---|---|
| Fund name | Schwab U.S. Dividend Equity ETF | ProShares S&P 500 Dividend Aristocrats ETF |
| Type | ETF | ETF |
| Expense ratioi | 0.06% | 0.35% |
| Total assets (AUM)i | $112.34B | $11.8B |
| Dividend yieldi | 3.00% | 2.01% |
- Quality screens on cash flow and returns aim to avoid unsustainable dividends
- Combines yield with dividend growth rather than chasing the highest payers
- Very low cost for a screened dividend strategy
- A quarter century of consecutive increases is a demanding test of business durability
- Equal weighting avoids concentration in any single holding
- Tends to hold up relatively well in market declines given its defensive sector mix
- Roughly one hundred holdings means meaningful concentration by sector and position
- Annual reconstitution can shift sector weights substantially in a single step
- Excludes many large companies whose dividend history is too short to qualify
- The long history requirement excludes newer companies regardless of current quality
- Yield is often modest, since consistent growers are not usually high yielders
- Costs more to own than the cheapest dividend ETFs
Compare more than two at a time
This page is a fixed writeup on SCHD and NOBL. Our comparison engine is the interactive version: load up to five tickers, switch timeframes, and get the correlation, drawdown, and overlap analysis that a static page can't show.
Add three more names beside SCHD and NOBL, mixing stocks and ETFs in the same table — useful when the real question is which of a whole peer group to own.
AI score, forward P/E, analyst target upside, operating margin, and revenue growth are scored head-to-head, with a running tally of which ticker leads on how many metrics.
Volatility, Sharpe and Sortino ratios, maximum, current, and average drawdown, Ulcer Index, and worst single-day and single-week drops across every timeframe.
Pairwise daily-return correlation for every combination, so you can see whether two holdings actually diversify each other or just move together.
A scatter plot of forward P/E against return on equity, plus drawdown and 30-day rolling volatility charts, to separate what is cheap from what is merely beaten down.
For ETFs, a top-holdings comparison that exposes hidden overlap between funds. Every comparison exports to CSV for your own spreadsheet work.
Two comparisons a week are free without an account. A 14-day trial removes the limit and adds AI price forecasts, stock rankings, saved watchlists, and the intrinsic value calculator — no credit card required.
Want deeper AI forecasts?
This comparison page is public and free forever. Subscribers can unlock saved watchlists, full AI rankings, detailed forecasts, and interactive analysis tools.