DUTY vs SCHD

DUTY vs SCHD

Which is better, DUTY or SCHD?

Large Cap Blend 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 77.6%.

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

MetricDUTYSCHD
Expense Ratio0.45%0.06%Best
AUM$3M$112.1B
Dividend Yield0.00%3.00%
Holdings52103
YTD Return+7.60%+24.04%Best
1Y Return-+27.95%
3Y Return (annualized)-+15.51%
5Y Return (annualized)-+9.80%
Top 10 Weight77.6%41.8%Best
Fund FamilyAura ETFs Inc.Charles Schwab Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionApr 8, 2026Oct 20, 2011

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

DUTY 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.

DUTY vs SCHD Performance

US Defense ETF (DUTY) is an ETF from Aura ETFs Inc. and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, DUTY is up 7.60% versus a gain of 24.04% for SCHD.

Past performance does not guarantee future results.

Fees and Cost Over Time

DUTY charges 0.45% per year while SCHD charges 0.06%. On a $10,000 position that is $45 vs $6 annually, a gap of $39 per year that compounds over a long holding period. On income, DUTY currently yields 0.00% against 3.00% for SCHD.

Holdings Overlap

DUTY already in SCHD4.7%
SCHD already in DUTY2.8%

4.7% of DUTY's money is in holdings SCHD also owns. 2.8% of SCHD's money is in holdings DUTY also owns.

DUTY and SCHD share little of their money.

1 positions in common, counted across the 49 positions we hold weights for in DUTY and 100 in SCHD, against full books of 52 and 103.

What only one of them owns

Measured across the 49 and 100 positions we hold weights for.

SCHD holds 98 positions DUTY does not, 97.2% of the fund.

Largest: MRK 4.77%, AMGN 4.70%, ABT 4.69%, KO 4.17%, CVX 4.02%

Top Shared Holdings

StockWeight in DUTYWeight in SCHDDifference
LMTLockheed Martin Corp4.74%2.78%1.96%

You are not choosing between two funds in isolation.

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

DUTYSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DUTY or SCHD?

DUTY has an expense ratio of 0.45% while SCHD charges 0.06%. SCHD is the cheaper option, by $39 a year on a $10,000 investment.

What is the holdings overlap between DUTY and SCHD?

4.7% of DUTY's money is in holdings SCHD also owns. 2.8% of SCHD's is in holdings DUTY also owns. They hold 1 positions in common, counted across the 49 positions we hold weights for in DUTY and 100 in SCHD.

Which pays a higher dividend, DUTY or SCHD?

DUTY yields 0.00% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than DUTY?

SCHD has a lower expense ratio. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 77.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.