DUSA vs. SCHD

Last updated Jun 5, 2026

DUSA (Davis Select U.S. Equity ETF) and SCHD (Schwab U.S. Dividend Equity ETF) are both exchange-traded funds - DUSA is a Large Cap Blend Equities fund actively managed by Davis Advisers, while SCHD is a Dividend fund tracking the Dow Jones U.S. Dividend 100 Index. DUSA is actively managed, while SCHD is passively managed. Over the past 5 years, DUSA returned 10.99%/yr vs 8.50%/yr for SCHD. A 0.74 correlation means they provide meaningful diversification when combined. DUSA charges 0.62%/yr vs 0.06%/yr for SCHD.

Performance

DUSA vs. SCHD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Davis Select U.S. Equity ETF (DUSA) and Schwab U.S. Dividend Equity ETF (SCHD). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, DUSA achieves a 9.23% return, which is significantly lower than SCHD's 19.82% return.

DUSA

• 1D: 1.42%
• 1M: 0.63%
• YTD: 9.23%
• 6M: 11.10%
• 1Y: 28.52%
• 3Y*: 24.15%
• 5Y*: 10.99%
• 10Y*: —

SCHD

• 1D: 0.68%
• 1M: 2.84%
• YTD: 19.82%
• 6M: 19.65%
• 1Y: 28.76%
• 3Y*: 15.59%
• 5Y*: 8.50%
• 10Y*: 12.79%

*Multi-year figures are annualized to reflect compound growth (CAGR)

DUSA vs. SCHD - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
DUSA Davis Select U.S. Equity ETF	9.23%	22.57%	20.43%	34.17%	-19.57%	17.71%	14.22%	30.54%	-11.93%	16.91%
SCHD Schwab U.S. Dividend Equity ETF	19.82%	4.34%	11.66%	4.54%	-3.26%	29.87%	15.03%	27.29%	-5.56%	21.10%

Correlation

The correlation between DUSA and SCHD is 0.56, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.56
Correlation (3Y) Calculated over the trailing 3-year period	0.66
Correlation (5Y) Calculated over the trailing 5-year period	0.73
Correlation (All Time) Calculated using the full available price history since Jan 13, 2017	0.74

The correlation between DUSA and SCHD shifts across timeframes, from 0.56 (1 year) to 0.74 (all time), reflecting how their relationship changes across market environments.

DUSA vs. SCHD - Sectors Allocation Comparison

Sectors	DUSA	SCHD
Financial Services	24.8%	9.3%
Healthcare	17.6%	18.8%
Communication Services	13.3%	6.3%
Consumer Cyclical	12.9%	6.3%
Energy	10.9%	16.2%
Technology	7.9%	16.4%
Consumer Defensive	7.1%	19.2%
Basic Materials	3.1%	1.2%
Industrials	2.4%	7.5%
Real Estate	-	-
Utilities	-	0.0%

Return for Risk

DUSA vs. SCHD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DUSA

DUSA Risk / Return Rank: 70
DUSA Sharpe Ratio Rank: 69
DUSA Sortino Ratio Rank: 69
DUSA Omega Ratio Rank: 66
DUSA Calmar Ratio Rank: 76
DUSA Martin Ratio Rank: 70

SCHD

SCHD Risk / Return Rank: 85
SCHD Sharpe Ratio Rank: 82
SCHD Sortino Ratio Rank: 89
SCHD Omega Ratio Rank: 80
SCHD Calmar Ratio Rank: 92
SCHD Martin Ratio Rank: 80

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DUSA vs. SCHD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Davis Select U.S. Equity ETF (DUSA) and Schwab U.S. Dividend Equity ETF (SCHD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	DUSA	SCHD	Difference
Sharpe ratio: Return per unit of total volatility	2.23	2.64	-0.42
Sortino ratio: Return per unit of downside risk	3.07	4.08	-1.01
Omega ratio: Gain probability vs. loss probability	1.39	1.47	-0.08
Calmar ratio: Return relative to maximum drawdown	3.77	6.26	-2.49
Martin ratio: Return relative to average drawdown	12.90	15.38	-2.48
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

DUSA vs. SCHD - Sharpe Ratio Comparison

The current DUSA Sharpe Ratio is 2.23, which is comparable to the SCHD Sharpe Ratio of 2.64. The chart below compares the historical Sharpe Ratios of DUSA and SCHD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	DUSA	SCHD	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.23	2.64	-0.42
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.59	0.59	0.00
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.77	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.66	0.86	-0.21

Drawdowns

DUSA vs. SCHD - Drawdown Comparison

The maximum DUSA drawdown since its inception was -36.71%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for DUSA and SCHD.

Drawdown Indicators

	DUSA	SCHD	Difference
Max Drawdown Largest peak-to-trough decline	-36.71%	-33.37%	-3.34%
Max Drawdown (1Y) Largest decline over 1 year	-7.59%	-4.61%	-2.98%
Max Drawdown (3Y) Largest decline over 3 years	-16.82%	-16.13%	-0.69%
Max Drawdown (5Y) Largest decline over 5 years	-30.48%	-16.85%	-13.63%
Max Drawdown (10Y) Largest decline over 10 years	—	-33.37%	—
Current Drawdown Current decline from peak	-0.78%	-0.73%	-0.05%
Average Drawdown Average peak-to-trough decline	-6.72%	-3.32%	-3.40%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.22%	1.87%	+0.35%

Volatility

DUSA vs. SCHD - Volatility Comparison

Davis Select U.S. Equity ETF (DUSA) and Schwab U.S. Dividend Equity ETF (SCHD) have volatilities of 2.59% and 2.69%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	DUSA	SCHD	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.59%	2.69%	-0.10%
Volatility (6M) Calculated over the trailing 6-month period	8.46%	7.65%	+0.81%
Volatility (1Y) Calculated over the trailing 1-year period	12.88%	10.95%	+1.93%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.63%	14.38%	+4.25%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.85%	16.71%	+3.14%

DUSA vs. SCHD - Expense Ratio Comparison

DUSA has a 0.62% expense ratio, which is higher than SCHD's 0.06% expense ratio.

Dividends

DUSA vs. SCHD - Dividend Comparison

DUSA's dividend yield for the trailing twelve months is around 0.88%, less than SCHD's 3.24% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DUSA Davis Select U.S. Equity ETF	0.88%	0.96%	0.85%	3.38%	1.21%	1.12%	0.51%	1.12%	2.77%	0.68%	0.00%	0.00%
SCHD Schwab U.S. Dividend Equity ETF	3.24%	3.82%	3.64%	3.49%	3.39%	2.78%	3.16%	2.98%	3.06%	2.63%	2.89%	2.97%

Frequently Asked Questions

Can I hold both DUSA and SCHD in my portfolio?

DUSA and SCHD have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, DUSA or SCHD?

SCHD has higher volatility (2.69%) compared to DUSA (2.59%). In terms of maximum drawdown, DUSA dropped -36.71% vs SCHD's -33.37%.

Which ETF is better, DUSA or SCHD?

On 5-year performance, DUSA leads with 10.99% vs 8.50% for SCHD. On fees, SCHD is cheaper at 0.06% per year. On volatility, DUSA has been the lower-risk option at 2.59%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, DUSA or SCHD?

Over the 5-year period, DUSA has performed better with a 10.99% return vs 8.50%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, DUSA or SCHD?

SCHD is cheaper with a 0.06% expense ratio, compared with 0.62% for DUSA.

Which ETF pays a higher dividend yield, DUSA or SCHD?

SCHD has the higher dividend yield at 3.24%, compared with 0.88% for DUSA.

What is the main difference between DUSA and SCHD?

DUSA is categorized as Large Cap Blend Equities, while SCHD is Dividend. They also come from different issuers: Davis Advisers and Charles Schwab. Their fees differ too: 0.62% for DUSA and 0.06% for SCHD.

Which has better risk-adjusted returns?

SCHD currently has the higher Sharpe Ratio (2.64 vs 2.23), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.