RTOO vs SCHD

RTOO vs SCHD
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Quick Verdict

SCHD has a lower expense ratio. SCHD offers more diversification with 104 holdings.

Lower Fees: SCHDHigher Returns: TiedMore Diversified: SCHD

Side-by-Side Comparison

MetricRTOOSCHDWinner
Expense Ratio0.75%0.06%
AUM$4M$108.7B
Dividend Yield0.00%3.13%
Holdings59104
YTD Return+4.11%+26.54%
1Y Return-+30.90%
3Y Return (annualized)-+16.29%
5Y Return (annualized)-+9.65%
Volatility (annualized)-13.6%
Max Drawdown-10.5%-33.4%
Fund FamilyVistaSharesCharles Schwab Asset Management
CategoryEquityEquity
InceptionJul 15, 2026Oct 20, 2011

RTOO vs SCHD Performance

VistaShares Robotics Supercycle ETF (RTOO) is a ETF from VistaShares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, RTOO is up 4.11% versus a gain of 26.54% for SCHD.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -10.5% for RTOO 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

RTOO charges 0.75% per year while SCHD charges 0.06%. On a $10,000 position that is $75 vs $6 annually, a gap of $69 per year that compounds over a long holding period. On income, RTOO currently yields 0.00% against 3.13% for SCHD.

Holdings Overlap

0.0%overlap

RTOO and SCHD share 0 holdings out of 159 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, RTOO or SCHD?

RTOO has an expense ratio of 0.75% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $69 per year of difference.

What is the holdings overlap between RTOO and SCHD?

RTOO and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 159 unique securities.

Which pays a higher dividend, RTOO or SCHD?

RTOO yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.

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