ACTS vs SCHD
FIS Tactical Equity ETF vs Schwab US Dividend Equity ETF
Which is better, ACTS or SCHD?
Equity Tactical Allocation against Large Cap Value.
SCHD has a lower expense ratio. SCHD is less concentrated, with 41.5% of the fund in its ten largest positions against 44.2%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | ACTS | SCHD |
|---|---|---|
| Expense Ratio | 0.69% | 0.06%Best |
| AUM | $11M | $112.2B |
| Dividend Yield | 0.00% | 3.13% |
| Holdings | 36 | 103 |
| YTD Return | +6.39% | +27.56%Best |
| 1Y Return | - | +30.29% |
| 3Y Return (annualized) | - | +16.37% |
| 5Y Return (annualized) | - | +10.23% |
| Top 10 Weight | 44.2% | 41.5%Best |
| Fund Family | Faith Investor Services | Charles Schwab Asset Management |
| Category | Allocation/Balanced | Equity |
| Style | Equity Tactical Allocation | Large Cap Value |
| Inception | Mar 19, 2026 | Oct 20, 2011 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
ACTS vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
ACTS vs SCHD Performance
FIS Tactical Equity ETF (ACTS) is an ETF from Faith Investor Services and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, ACTS is up 6.39% versus a gain of 27.56% for SCHD.
Past performance does not guarantee future results.
Fees and Cost Over Time
ACTS charges 0.69% per year while SCHD charges 0.06%. On a $10,000 position that is $69 vs $6 annually, a gap of $63 per year that compounds over a long holding period. On income, ACTS currently yields 0.00% against 3.13% for SCHD.
Holdings Overlap
We hold position weights for 35 holdings in ACTS and 100 in SCHD, totalling 100.0% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 35 positions we hold weights for in ACTS and 100 in SCHD, against full books of 36 and 103.
What only one of them owns
Our book lists 99 positions for SCHD that do not appear in our book for ACTS (99.9% of the fund), and 30 for ACTS that do not appear in SCHD (87.4%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of ACTS and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, ACTS or SCHD?
ACTS has an expense ratio of 0.69% while SCHD charges 0.06%. SCHD is the cheaper option, by $63 a year on a $10,000 investment.
Which pays a higher dividend, ACTS or SCHD?
ACTS yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
Is SCHD better than ACTS?
SCHD has a lower expense ratio. SCHD is less concentrated, with 41.5% of the fund in its ten largest positions against 44.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.