RIZE vs SCHD
Principal Inflation Protection ETF vs Schwab US Dividend Equity ETF
Which is better, RIZE or SCHD?
Inflation Protection against Large Cap Value.
SCHD has a lower expense ratio.
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 | RIZE | SCHD |
|---|---|---|
| Expense Ratio | 0.19% | 0.06%Best |
| AUM | $11M | $112.1B |
| Dividend Yield | 1.83% | 3.00% |
| Holdings | 24 | 103 |
| YTD Return | -2.72% | +23.46%Best |
| 1Y Return | - | +27.20% |
| 3Y Return (annualized) | - | +15.41% |
| 5Y Return (annualized) | - | +10.16% |
| Fund Family | Principal Funds | Charles Schwab Asset Management |
| Category | Fixed Income | Equity |
| Style | Inflation Protection | Large Cap Value |
| Inception | May 21, 2026 | Oct 20, 2011 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
RIZE 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.
RIZE vs SCHD Performance
Principal Inflation Protection ETF (RIZE) is an ETF from Principal Funds and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, RIZE is down 2.72% versus a gain of 23.46% for SCHD.
Past performance does not guarantee future results.
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 1.83% against 3.00% for SCHD.
Holdings Overlap
At least 0.1% of SCHD's money is in holdings RIZE also owns.
Stated as a floor: for RIZE, our book for it covers 89.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 24 positions we hold weights for in RIZE and 100 in SCHD, against full books of 24 and 103.
Top Shared Holdings
| Stock | Weight in RIZE | Weight in SCHD | Difference |
|---|---|---|---|
| GVMXXState Street Institutional US Government Money Market Fund | 0.10% | 0.06% | 0.04% |
You are not choosing between two funds in isolation.
Whichever of RIZE 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, RIZE or SCHD?
RIZE has an expense ratio of 0.19% while SCHD charges 0.06%. SCHD is the cheaper option, by $13 a year on a $10,000 investment.
Which pays a higher dividend, RIZE or SCHD?
RIZE yields 1.83% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than RIZE?
SCHD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.