DIVZvsSCHDETF Comparison
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Opal Dividend Income ETF - USD (DIVZ) belongs to the Uncategorized Equities segment. Schwab U.S. Dividend Equity ETF (SCHD) is part of the US High Dividend segment. DIVZ's top 3 sector exposures are Consumer Non-Cyclicals, Healthcare and Energy. In contrast, SCHD's top sector exposures are Healthcare, Consumer Non-Cyclicals and Energy. DIVZ is more expensive with a Total Expense Ratio (TER) of 0.65%, versus 0.06% for SCHD. DIVZ is up 7.65% year-to-date (YTD) with +$82M in YTD flows. SCHD performs better with 29.23% YTD performance, and +$19.50B in YTD flows. Run a side-by-side ETF comparison of DIVZ and SCHD below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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DIVZ vs SCHD performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 08/28/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | DIVZ SCHD | -1.93%+2.98% | +2.62%+7.82% | +7.65%+29.23% | +9.70%+30.00% | +53.62%+58.49% | +56.12%+61.22% |
| Flows | DIVZ SCHD | +$10M+$4.40B | +$56M+$10.10B | +$82M+$19.50B | +$104M+$19.89B | +$197M+$36.29B | +$223M+$59.41B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | DIVZ SCHD | +10.82%+11.93% | +9.92%+11.19% | +11.14%+13.22% | +12.79%+14.45% |
| Max drawdown | DIVZ SCHD | -2.79%-2.93% | -5.89%-4.68% | -9.07%-16.07% | -15.37%-16.85% |
| Max drawdown duration | DIVZ SCHD | 31d31d | 143d58d | 73d402d | 651d714d |
Trading data
DIVZ | SCHD | |
Last sale 8/28/2026 at 1:30 PM | $38.48 | $34.90 |
| Previous close 08/28/2026 | $38.52 | $34.83 |
| Consolidated volume 08/28/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of July 31, 2026
1-year trailing difference
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DIVZ
is actively managed and doesn’t replicate an indexDIVZ | SCHD | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 8/28/2026 at 1:30 PM
Live
Closed
DIVZ | SCHD | |
|---|---|---|
| Last price | $38.48 | $34.90 |
| 1D performance | -0.09% | +0.20% |
| AuM | $307.87 M | $112.21 B |
| E/R | 0.65% | 0.06% |
Characteristics
DIVZ | SCHD | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | TrueShares | Schwab ETFs |
| Benchmark | - | Dow Jones U.S. Dividend 100 Index |
| N° of holdings | 30 | 99 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | January 28, 2021 | October 20, 2011 |
| ESG | No | No |
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Exposure
Countries
DIVZ
USA
93.03%
Other
6.97%
SCHD
USA
97.33%
Other
2.67%
Sectors
DIVZ
Consumer Non-Cycl.
19.27%
Healthcare
19.17%
Energy
14.98%
Utilities
12.88%
Industrials
10.27%
Finance
9.36%
Other
14.06%
SCHD
Healthcare
20.88%
Consumer Non-Cycl.
20.19%
Energy
14.81%
Finance
10.46%
Technology
9.72%
Industrials
7.48%
Other
16.48%
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Diversification
DIVZ
Total weight of top 15 holdings out of 15
65.51%
SCHD
Total weight of top 15 holdings out of 15
58.01%
Top 15 holdings
Data as of July 31, 2026
DIVZ
Philip Morris International, Inc.
5.96%
UnitedHealth Group, Inc.
5.80%
MPLX LP
5.67%
Verizon Communications, Inc.
5.63%
Johnson & Johnson
4.75%
Chevron Corp.
4.64%
NextEra Energy, Inc.
4.56%
United Parcel Service, Inc.
4.37%
CME Group, Inc.
3.71%
British American Tobacco plc
3.70%
The Home Depot, Inc.
3.54%
RTX Corp.
3.39%
AbbVie, Inc.
3.39%
American Electric Power Co., Inc.
3.27%
Enbridge, Inc.
3.14%
SCHD
Abbott Laboratories
4.64%
Merck & Co., Inc.
4.41%
Amgen, Inc.
4.29%
UnitedHealth Group, Inc.
4.28%
The Home Depot, Inc.
4.15%
The Coca-Cola Co.
4.13%
Procter & Gamble Co.
4.10%
Verizon Communications, Inc.
3.93%
Chevron Corp.
3.87%
PepsiCo, Inc.
3.79%
ConocoPhillips
3.59%
Texas Instruments Incorporated
3.50%
Bristol Myers Squibb Co.
3.26%
Altria Group, Inc.
3.10%
Lockheed Martin Corp.
2.97%
Frequently asked questions about DIVZ and SCHD
How have the DIVZ and SCHD ETFs performed in 2026?
As of August 28, 2026, DIVZ is up 7.65% year-to-date (YTD), while SCHD has returned 29.23%. That puts SCHD better performer ahead so far this year.
Which ETF is attracting more investor money: DIVZ or SCHD?
Year-to-date, the DIVZ ETF saw +$82M in flows, compared to +$19.50B for SCHD.
Which ETF is more volatile: DIVZ or SCHD?
Over the past year, DIVZ had a volatility of 9.92%, while SCHD experienced 11.19%.
Which ETF is bigger: DIVZ or SCHD?
As of August 28, 2026, DIVZ holds $307.87 M in assets under management (AUM), while SCHD manages $112.21 B.
What sectors do the DIVZ and SCHD ETFs invest in?
DIVZ leans toward sectors like Consumer Non-Cyclicals, Healthcare and Energy. Meanwhile, SCHD focuses on Healthcare, Consumer Non-Cyclicals and Energy.
What are the top holdings of the DIVZ ETF and SCHD ETF?
DIVZ top holdings include Philip Morris International, Inc., UnitedHealth Group, Inc. and MPLX LP. SCHD holds in its top three: Abbott Laboratories, Merck & Co., Inc. and Amgen, Inc..
Which ETF is more diversified: DIVZ or SCHD?
DIVZ holds 30 securities with 65.51% of its assets in the top 15. SCHD has 99 securities and a top 15 weight of 58.01%.
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Latest news about DIVZ & SCHD
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Ask the Manager: Austin Graff on Why Dividend Durability Matters
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