DFTT vs SCHD
DF Tactical 30 ETF vs Schwab US Dividend Equity ETF
Which is better, DFTT or SCHD?
Tactical Allocation against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 54.3%.
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 | DFTT | SCHD |
|---|---|---|
| Expense Ratio | 0.70% | 0.06%Best |
| AUM | $31M | $108.9B |
| Dividend Yield | 0.14% | 3.00% |
| Holdings | 31 | 206 |
| YTD Return | +23.09%Best | +22.08% |
| 1Y Return | +24.41% | +26.66%Best |
| 3Y Return (annualized) | - | +16.06% |
| 5Y Return (annualized) | - | +9.39% |
| Top 10 Weight | 54.3% | 41.8%Best |
| Fund Family | Donoghue Forlines ETFs | Charles Schwab Asset Management |
| Category | Allocation/Balanced | Equity |
| Style | Tactical Allocation | Large Cap Value |
| Inception | Nov 11, 2025 | Oct 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. Over the past year DFTT returned +24.41% while SCHD returned +26.66%. Year to date, DFTT is up 23.09% versus a gain of 22.08% 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
9.1% of DFTT's money is in holdings SCHD also owns. 14.1% 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 99 in SCHD, against full books of 31 and 206.
What only one of them owns
Our book lists 94 positions for SCHD that do not appear in our book for DFTT (85.8% 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.
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.
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.
Which performed better, DFTT or SCHD?
Over the past year DFTT returned +24.41% vs +26.66% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
What is the holdings overlap between DFTT and SCHD?
14.1% of SCHD's money is in holdings DFTT also owns. 14.1% 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 99 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 led over 1Y. 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.