RKSG vs SCHD
Ruk Strategic Growth ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. RKSG offers more diversification with 244 holdings.
Side-by-Side Comparison
| Metric | RKSG | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.06% | |
| AUM | $3M | $108.7B | |
| Dividend Yield | 0.00% | 3.13% | |
| Holdings | 244 | 104 | |
| YTD Return | +14.74% | +28.70% | |
| 1Y Return | - | +32.27% | |
| 3Y Return (annualized) | - | +17.27% | |
| 5Y Return (annualized) | - | +10.23% | |
| Volatility (annualized) | - | 13.7% | |
| Max Drawdown | -5.3% | -33.4% | |
| Fund Family | Ruk Funds Management, LLC | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Mar 31, 2026 | Oct 20, 2011 |
RKSG vs SCHD Performance
Ruk Strategic Growth ETF (RKSG) is a ETF from Ruk Funds Management, LLC and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, RKSG is up 14.74% versus a gain of 28.70% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -5.3% for RKSG 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
RKSG charges 0.50% per year while SCHD charges 0.06%. On a $10,000 position that is $50 vs $6 annually, a gap of $44 per year that compounds over a long holding period. On income, RKSG currently yields 0.00% against 3.13% for SCHD.
Holdings Overlap
RKSG and SCHD share 14 holdings out of 327 unique holdings combined, representing a 4.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, RKSG or SCHD?
RKSG has an expense ratio of 0.50% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $44 per year of difference.
What is the holdings overlap between RKSG and SCHD?
RKSG and SCHD share 14 common holdings with a 4.8% weight overlap. Combined, they hold 327 unique securities.
Which pays a higher dividend, RKSG or SCHD?
RKSG yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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