DFTT vs SCHD

DFTT vs SCHD

Which is better, DFTT or SCHD?

Tactical Allocation 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 54.3%.

Lower Fees: SCHDLess Concentrated: SCHD

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

MetricDFTTSCHD
Expense Ratio0.70%0.06%Best
AUM$31M$112.1B
Dividend Yield0.14%3.00%
Holdings31103
YTD Return+19.36%+23.46%Best
1Y Return-+27.20%
3Y Return (annualized)-+15.41%
5Y Return (annualized)-+10.16%
Top 10 Weight54.3%41.8%Best
Fund FamilyDonoghue Forlines ETFsCharles Schwab Asset Management
CategoryAllocation/BalancedEquity
StyleTactical AllocationLarge Cap Value
InceptionNov 11, 2025Oct 20, 2011

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

DFTT 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.

DFTT vs SCHD Performance

DF Tactical 30 ETF (DFTT) is an ETF from Donoghue Forlines ETFs and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, DFTT is up 19.36% versus a gain of 23.46% for SCHD.

Past performance does not guarantee future results.

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 3.00% for SCHD.

Holdings Overlap

DFTT already in SCHD9.1%
SCHD already in DFTT13.4%

9.1% of DFTT's money is in holdings SCHD also owns. 13.4% of SCHD's money is in holdings DFTT also owns.

SCHD and DFTT share little of their money.

4 positions in common, counted across the 30 positions we hold weights for in DFTT and 100 in SCHD, against full books of 31 and 103.

What only one of them owns

Our book lists 95 positions for SCHD that do not appear in our book for DFTT (86.5% of the fund), and 24 for DFTT that do not appear in SCHD (86.1%).

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.

Top Shared Holdings

StockWeight in DFTTWeight in SCHDDifference
COPConocophillips Common Stock USD 0.012.44%3.94%1.50%
UNHUnitedhealth Group Incorporated2.55%3.82%1.27%
TXNTexas Instrument Inc2.14%3.13%0.99%
QCOMQualcomm Inc.1.97%2.52%0.55%

You are not choosing between two funds in isolation.

Whichever of DFTT and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

DFTTSCHD

Free for up to 10 holdings. No account needed.

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, by $64 a year on a $10,000 investment.

What is the holdings overlap between DFTT and SCHD?

13.4% of SCHD's money is in holdings DFTT also owns. 13.4% of SCHD's is in holdings DFTT also owns. They hold 4 positions in common, counted across the 30 positions we hold weights for in DFTT and 100 in SCHD.

Which pays a higher dividend, DFTT or SCHD?

DFTT yields 0.14% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than DFTT?

SCHD has a lower expense ratio. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 54.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.