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 Healthcare, Energy and Utilities. 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 4.94% year-to-date (YTD) with +$88M in YTD flows. SCHD performs better with 25.91% YTD performance, and +$23.87B 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 10/14/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | DIVZ SCHD | -1.80%-1.01% | -1.03%+5.61% | +4.94%+25.91% | +6.13%+29.95% | +52.19%+58.61% | +52.60%+57.85% |
| Flows | DIVZ SCHD | +$3M+$3.03B | +$33M+$10.16B | +$88M+$23.87B | +$103M+$24.04B | +$203M+$40.16B | +$227M+$62.44B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | DIVZ SCHD | +8.38%+11.38% | +9.88%+11.26% | +11.04%+13.22% | +12.69%+14.40% |
| Max drawdown | DIVZ SCHD | -7.13%-6.85% | -7.13%-6.85% | -9.07%-16.07% | -15.37%-16.85% |
| Max drawdown duration | DIVZ SCHD | 78d51d | 78d51d | 73d402d | 651d714d |
Trading data
DIVZ | SCHD | |
Last sale 10/15/2026 at 1:30 PM | $37.52 | $34.10 |
| Previous close 10/14/2026 | $37.43 | $33.71 |
| Consolidated volume 10/14/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 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 10/15/2026 at 1:30 PM
Live
Closed
DIVZ | SCHD | |
|---|---|---|
| Last price | $37.52 | $34.10 |
| 1D performance | +0.24% | +1.16% |
| AuM | $305.75 M | $112.83 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 | 29 | 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
96.79%
Other
3.21%
SCHD
USA
96.96%
Other
3.04%
Sectors
DIVZ
Healthcare
19.18%
Energy
16.4%
Utilities
12.18%
Consumer Non-Cycl.
12.17%
Industrials
10.25%
Technology
10.14%
Other
19.67%
SCHD
Healthcare
22.01%
Consumer Non-Cycl.
19.65%
Energy
15.17%
Finance
10.2%
Technology
9.47%
Other
23.5%
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Diversification
DIVZ
Total weight of top 15 holdings out of 15
66.18%
SCHD
Total weight of top 15 holdings out of 15
58.21%
Top 15 holdings
Data as of August 31, 2026
DIVZ
Verizon Communications, Inc.
6.03%
Philip Morris International, Inc.
5.86%
MPLX LP
5.75%
UnitedHealth Group, Inc.
5.47%
Johnson & Johnson
4.94%
Chevron Corp.
4.87%
United Parcel Service, Inc.
4.38%
NextEra Energy, Inc.
4.33%
CME Group, Inc.
3.97%
Microsoft Corp.
3.82%
The Home Depot, Inc.
3.50%
AbbVie, Inc.
3.47%
Brookfield Infrastructure Corp.
3.36%
RTX Corp.
3.28%
The Hershey Co.
3.16%
SCHD
Merck & Co., Inc.
5.03%
Abbott Laboratories
4.92%
Amgen, Inc.
4.82%
The Coca-Cola Co.
4.30%
Verizon Communications, Inc.
3.98%
The Home Depot, Inc.
3.97%
ConocoPhillips
3.91%
Chevron Corp.
3.89%
UnitedHealth Group, Inc.
3.87%
Procter & Gamble Co.
3.83%
PepsiCo, Inc.
3.69%
Bristol Myers Squibb Co.
3.37%
Texas Instruments Incorporated
3.10%
Accenture Plc
2.79%
Altria Group, Inc.
2.76%
Frequently asked questions about DIVZ and SCHD
How have the DIVZ and SCHD ETFs performed in 2026?
As of October 14, 2026, DIVZ is up 4.94% year-to-date (YTD), while SCHD has returned 25.91%. 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 +$88M in flows, compared to +$23.87B for SCHD.
Which ETF is more volatile: DIVZ or SCHD?
Over the past year, DIVZ had a volatility of 9.88%, while SCHD experienced 11.26%.
Which ETF is bigger: DIVZ or SCHD?
As of October 14, 2026, DIVZ holds $305.75 M in assets under management (AUM), while SCHD manages $112.83 B.
What sectors do the DIVZ and SCHD ETFs invest in?
DIVZ leans toward sectors like Healthcare, Energy and Utilities. 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 Verizon Communications, Inc., Philip Morris International, Inc. and MPLX LP. SCHD holds in its top three: Merck & Co., Inc., Abbott Laboratories and Amgen, Inc..
Which ETF is more diversified: DIVZ or SCHD?
DIVZ holds 29 securities with 66.18% of its assets in the top 15. SCHD has 99 securities and a top 15 weight of 58.21%.
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Latest news about DIVZ & SCHD
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