DFTT vs SCHD

DFTT vs SCHD
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Quick Verdict

SCHD has a lower expense ratio. SCHD offers more diversification with 104 holdings.

Lower Fees: SCHDHigher Returns: TiedMore Diversified: SCHD

Side-by-Side Comparison

MetricDFTTSCHDWinner
Expense Ratio0.70%0.06%
AUM$33M$108.7B
Dividend Yield0.14%3.13%
Holdings32104
YTD Return+17.62%+27.93%
1Y Return-+30.06%
3Y Return (annualized)-+16.25%
5Y Return (annualized)-+10.03%
Volatility (annualized)-13.6%
Max Drawdown-16.3%-33.4%
Fund FamilyDonoghue Forlines ETFsCharles Schwab Asset Management
CategoryAllocation/BalancedEquity
InceptionNov 11, 2025Oct 20, 2011

DFTT vs SCHD Performance

DF Tactical 30 ETF (DFTT) is a ETF from Donoghue Forlines ETFs and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, DFTT is up 17.62% versus a gain of 27.93% for SCHD.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -16.3% for DFTT and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

DFTT charges 0.70% per year while SCHD charges 0.06%. On a $10,000 position that is $70 vs $6 annually, a gap of $64 per year that compounds over a long holding period. On income, DFTT currently yields 0.14% against 3.13% for SCHD.

Holdings Overlap

8.6%overlap

DFTT and SCHD share 4 holdings out of 126 unique holdings combined, representing a 8.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DFTTWeight in SCHDDifference
UNH2.50%4.11%1.61%
TXN2.28%3.53%1.25%
COP2.01%3.59%1.58%
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Frequently Asked Questions

Which is cheaper, DFTT or SCHD?

DFTT has an expense ratio of 0.70% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $64 per year of difference.

What is the holdings overlap between DFTT and SCHD?

DFTT and SCHD share 4 common holdings with a 8.6% weight overlap. Combined, they hold 126 unique securities.

Which pays a higher dividend, DFTT or SCHD?

DFTT yields 0.14% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.

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