RIZE vs SCHD
Principal Inflation Protection ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | RIZE | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.19% | 0.06% | |
| AUM | $11M | $103.7B | |
| Dividend Yield | 0.00% | 3.31% | |
| Holdings | 24 | 104 | |
| YTD Return | -1.80% | +26.21% | |
| 1Y Return | - | +29.99% | |
| 3Y Return (annualized) | - | +15.73% | |
| 5Y Return (annualized) | - | +9.67% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -2.3% | -33.4% | |
| Fund Family | Principal Funds | Charles Schwab Asset Management | |
| Category | Fixed Income | Equity | |
| Inception | May 21, 2026 | Oct 20, 2011 |
RIZE vs SCHD Performance
Principal Inflation Protection ETF (RIZE) is a ETF from Principal Funds and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, RIZE is down 1.80% versus a gain of 26.21% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -2.3% for RIZE 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
RIZE charges 0.19% per year while SCHD charges 0.06%. On a $10,000 position that is $19 vs $6 annually, a gap of $13 per year that compounds over a long holding period. On income, RIZE currently yields 0.00% against 3.31% for SCHD.
Holdings Overlap
RIZE and SCHD share 1 holdings out of 123 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in RIZE | Weight in SCHD | Difference |
|---|---|---|---|
| GVMXX | 0.38% | 0.04% | 0.34% |
Frequently Asked Questions
Which is cheaper, RIZE or SCHD?
RIZE has an expense ratio of 0.19% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $13 per year of difference.
What is the holdings overlap between RIZE and SCHD?
RIZE and SCHD share 1 common holdings with a 0.0% weight overlap. Combined, they hold 123 unique securities.
Which pays a higher dividend, RIZE or SCHD?
RIZE yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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