CANC vs SCHD

Quick Verdict

SCHD has a lower expense ratio. CANC delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: CANCMore Diversified: SCHD

Side-by-Side Comparison

MetricCANCSCHDWinner
Expense Ratio0.75%0.06%
AUM$196M$103.7B
Dividend Yield0.05%3.31%
Holdings56104
YTD Return+24.69%+25.33%
1Y Return+70.17%+32.31%
3Y Return (annualized)+22.38%+15.40%
5Y Return (annualized)-+9.70%
Volatility (annualized)19.3%13.6%
Max Drawdown-26.1%-33.4%
Fund FamilyTema Global LimitedCharles Schwab Asset Management
CategoryEquityEquity
InceptionAug 15, 2023Oct 20, 2011

CANC vs SCHD Performance

Tema Oncology ETF (CANC) is a ETF from Tema Global Limited and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year CANC returned +70.17% while SCHD returned +32.31%. Year to date, CANC is up 24.69% versus a gain of 25.33% for SCHD.

Over three years, CANC compounded at +22.38% per year against +15.40% for SCHD. Across the full 3-year window we track, CANC has the edge at +22.38% annualized vs +11.45%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

CANC has been the more volatile fund, with annualized monthly volatility of 19.3% compared with 13.6% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -26.1% for CANC and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.45. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CANC charges 0.75% per year while SCHD charges 0.06%. On a $10,000 position that is $75 vs $6 annually, a gap of $69 per year that compounds over a long holding period. On income, CANC currently yields 0.05% against 3.31% for SCHD.

Holdings Overlap

9.5%overlap

CANC and SCHD share 3 holdings out of 154 unique holdings combined, representing a 9.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in CANCWeight in SCHDDifference
MRK3.62%4.32%0.70%
AMGN2.65%4.25%1.60%
BMY3.53%3.22%0.31%

Frequently Asked Questions

Which is cheaper, CANC or SCHD?

CANC has an expense ratio of 0.75% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $69 per year of difference.

Which performed better, CANC or SCHD?

Over the past year CANC returned +70.17% vs +32.31% for SCHD, so CANC leads on 1-year performance. Over the longest common window we track (3 years), CANC annualized +22.38% vs +11.45% for SCHD. Past performance does not guarantee future results.

Which is riskier, CANC or SCHD?

CANC has been the more volatile fund at 19.3% annualized versus 13.6% for SCHD. Worst drawdown: CANC -26.1% vs SCHD -33.4%.

Should I hold both CANC and SCHD?

CANC and SCHD have a monthly-return correlation of 0.45, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CANC and SCHD?

CANC and SCHD share 3 common holdings with a 9.5% weight overlap. Combined, they hold 154 unique securities.

Which pays a higher dividend, CANC or SCHD?

CANC yields 0.05% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.

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