CANC vs SCHD
Tema Oncology ETF vs Schwab US Dividend Equity ETF
Which is better, CANC or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. CANC led over 1Y, 3Y and the full window. CANC is less concentrated, with 39.4% of the fund in its ten largest positions against 41.8%.
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 | CANC | SCHD |
|---|---|---|
| Expense Ratio | 0.75% | 0.06%Best |
| AUM | $213M | $112.1B |
| Dividend Yield | 0.05% | 3.00% |
| Holdings | 58 | 103 |
| YTD Return | +21.75% | +23.60%Best |
| 1Y Return | +53.62%Best | +28.29% |
| 3Y Return (annualized) | +24.64%Best | +16.25% |
| 5Y Return (annualized) | - | +10.25% |
| Volatility (annualized) | 19.2% | 13.5%Best |
| Max Drawdown | -26.1% | -16.1%Best |
| $10,000 over 3.1 years | $17,845Best | $15,352 |
| Top 10 Weight | 39.4%Best | 41.8% |
| Fund Family | Tema Global Limited | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Aug 15, 2023 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 3.1 years row, are measured over the window both funds cover: Aug 15, 2023 to Sep 21, 2026 (3.1 years).
CANC 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 covers the 3.1 years both funds cover.
CANC vs SCHD Performance
Tema Oncology ETF (CANC) is an ETF from Tema Global Limited and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year CANC returned +53.62% while SCHD returned +28.29%. Year to date, CANC is up 21.75% versus a gain of 23.60% for SCHD.
Over three years, CANC compounded at +24.64% per year against +16.25% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CANC has been the more volatile fund, with annualized monthly volatility of 19.2% compared with 13.5% 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 -16.1% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.47. They move together some of the time, and apart the rest.
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 3.00% for SCHD.
Holdings Overlap
10.3% of CANC's money is in holdings SCHD also owns. 12.8% of SCHD's money is in holdings CANC also owns.
SCHD and CANC share little of their money.
3 positions in common, counted across the 59 positions we hold weights for in CANC and 100 in SCHD, against full books of 58 and 103.
What only one of them owns
Our book lists 96 positions for SCHD that do not appear in our book for CANC (87.1% of the fund), and 47 for CANC that do not appear in SCHD (74.8%).
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 CANC 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, CANC or SCHD?
CANC has an expense ratio of 0.75% while SCHD charges 0.06%. SCHD is the cheaper option, by $69 a year on a $10,000 investment.
Which performed better, CANC or SCHD?
Over the past year CANC returned +53.62% vs +28.29% for SCHD, so CANC leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CANC or SCHD?
CANC has been the more volatile fund at 19.2% annualized versus 13.5% for SCHD. Worst drawdown: CANC -26.1% vs SCHD -16.1%.
Should I hold both CANC and SCHD?
CANC and SCHD have a monthly-return correlation of 0.47, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between CANC and SCHD?
12.8% of SCHD's money is in holdings CANC also owns. 12.8% of SCHD's is in holdings CANC also owns. They hold 3 positions in common, counted across the 59 positions we hold weights for in CANC and 100 in SCHD.
Which pays a higher dividend, CANC or SCHD?
CANC yields 0.05% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than CANC?
SCHD has a lower expense ratio. CANC led over 1Y, 3Y and the full window. CANC is less concentrated, with 39.4% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.