SCHD vs SUPP
Schwab US Dividend Equity ETF vs TCW Transform Supply Chain ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | SCHD | SUPP | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.75% | |
| AUM | $108.7B | $13M | |
| Dividend Yield | 3.13% | 0.32% | |
| Holdings | 104 | 32 | |
| YTD Return | +26.54% | +17.81% | |
| 1Y Return | +30.90% | +20.69% | |
| 3Y Return (annualized) | +16.29% | +17.79% | |
| 5Y Return (annualized) | +9.65% | - | |
| Volatility (annualized) | 13.6% | 19.5% | |
| Max Drawdown | -33.4% | -25.3% | |
| Fund Family | Charles Schwab Asset Management | TCW ETFs | |
| Category | Equity | Equity | |
| Inception | Oct 20, 2011 | Feb 14, 2023 |
SCHD vs SUPP Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and TCW Transform Supply Chain ETF (SUPP) is a ETF from TCW ETFs. Over the past year SCHD returned +30.90% while SUPP returned +20.69%. Year to date, SCHD is up 26.54% versus a gain of 17.81% for SUPP.
Over three years, SCHD compounded at +16.29% per year against +17.79% for SUPP. Across the full 4-year window we track, SUPP has the edge at +16.25% annualized vs +11.51%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SUPP has been the more volatile fund, with annualized monthly volatility of 19.5% compared with 13.6% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -33.4% for SCHD and -25.3% for SUPP. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.46. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SCHD charges 0.06% per year while SUPP charges 0.75%. On a $10,000 position that is $6 vs $75 annually, a gap of $69 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 0.32% for SUPP.
Holdings Overlap
SCHD and SUPP share 0 holdings out of 129 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, SCHD or SUPP?
SCHD has an expense ratio of 0.06% while SUPP charges 0.75%. SCHD is the cheaper option. On a $10,000 investment, that is $69 per year of difference.
Which performed better, SCHD or SUPP?
Over the past year SCHD returned +30.90% vs +20.69% for SUPP, so SCHD leads on 1-year performance. Over the longest common window we track (4 years), SCHD annualized +11.51% vs +16.25% for SUPP. Past performance does not guarantee future results.
Which is riskier, SCHD or SUPP?
SUPP has been the more volatile fund at 19.5% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs SUPP -25.3%.
Should I hold both SCHD and SUPP?
SCHD and SUPP have a monthly-return correlation of 0.46, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SCHD and SUPP?
SCHD and SUPP share 0 common holdings with a 0.0% weight overlap. Combined, they hold 129 unique securities.
Which pays a higher dividend, SCHD or SUPP?
SCHD yields 3.13% while SUPP yields 0.32%, so SCHD currently pays the higher dividend yield.
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