CSRA vs SCHD
Cohen & Steers Real Assets Active ETF vs Schwab US Dividend Equity ETF
Which is better, CSRA or SCHD?
Allocation/Balanced against Large Cap Value.
SCHD has a lower expense ratio. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 50.5%.
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 | CSRA | SCHD |
|---|---|---|
| Expense Ratio | 0.80% | 0.06%Best |
| AUM | $19M | $108.9B |
| Dividend Yield | 0.00% | 3.00% |
| Holdings | 190 | 206 |
| YTD Return | -2.61% | +20.67%Best |
| 1Y Return | - | +22.79% |
| 3Y Return (annualized) | - | +15.93% |
| 5Y Return (annualized) | - | +9.26% |
| Top 10 Weight | 50.5% | 41.8%Best |
| Fund Family | Cohen & Steers Funds | Charles Schwab Asset Management |
| Category | Allocation/Balanced | Equity |
| Style | Allocation/Balanced | Large Cap Value |
| Inception | Aug 11, 2026 | Oct 20, 2011 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
CSRA 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.
CSRA vs SCHD Performance
Cohen & Steers Real Assets Active ETF (CSRA) is an ETF from Cohen & Steers Funds and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, CSRA is down 2.61% versus a gain of 20.67% for SCHD.
Past performance does not guarantee future results.
Fees and Cost Over Time
CSRA charges 0.80% per year while SCHD charges 0.06%. On a $10,000 position that is $80 vs $6 annually, a gap of $74 per year that compounds over a long holding period. On income, CSRA currently yields 0.00% against 3.00% for SCHD.
Holdings Overlap
0.9% of CSRA's money is in holdings SCHD also owns. 7.7% of SCHD's money is in holdings CSRA also owns.
SCHD and CSRA share little of their money.
3 positions in common, counted across the 190 positions we hold weights for in CSRA and 99 in SCHD, against full books of 190 and 206.
What only one of them owns
Our book lists 95 positions for SCHD that do not appear in our book for CSRA (92.2% of the fund), and 85 for CSRA that do not appear in SCHD (73.3%).
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 CSRA 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, CSRA or SCHD?
CSRA has an expense ratio of 0.80% while SCHD charges 0.06%. SCHD is the cheaper option, by $74 a year on a $10,000 investment.
What is the holdings overlap between CSRA and SCHD?
7.7% of SCHD's money is in holdings CSRA also owns. 7.7% of SCHD's is in holdings CSRA also owns. They hold 3 positions in common, counted across the 190 positions we hold weights for in CSRA and 99 in SCHD.
Which pays a higher dividend, CSRA or SCHD?
CSRA yields 0.00% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than CSRA?
SCHD has a lower expense ratio. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 50.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.