SCHD vs TABD
Schwab US Dividend Equity ETF vs Transamerica Bond Active ETF
Quick Verdict
SCHD has a lower expense ratio. TABD offers more diversification with 404 holdings.
Side-by-Side Comparison
| Metric | SCHD | TABD | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.39% | |
| AUM | $108.7B | $149M | |
| Dividend Yield | 3.13% | 2.97% | |
| Holdings | 104 | 404 | |
| YTD Return | +28.70% | +0.24% | |
| 1Y Return | +32.27% | - | |
| 3Y Return (annualized) | +17.27% | - | |
| 5Y Return (annualized) | +10.23% | - | |
| Volatility (annualized) | 13.7% | - | |
| Max Drawdown | -33.4% | -3.0% | |
| Fund Family | Charles Schwab Asset Management | Transamerica | |
| Category | Equity | Fixed Income | |
| Inception | Oct 20, 2011 | Dec 15, 2025 |
SCHD vs TABD Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Transamerica Bond Active ETF (TABD) is a ETF from Transamerica. Year to date, SCHD is up 28.70% versus a gain of 0.24% for TABD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -33.4% for SCHD and -3.0% for TABD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
SCHD charges 0.06% per year while TABD charges 0.39%. On a $10,000 position that is $6 vs $39 annually, a gap of $33 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 2.97% for TABD.
Holdings Overlap
SCHD and TABD share 0 holdings out of 342 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 TABD?
SCHD has an expense ratio of 0.06% while TABD charges 0.39%. SCHD is the cheaper option. On a $10,000 investment, that is $33 per year of difference.
What is the holdings overlap between SCHD and TABD?
SCHD and TABD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 342 unique securities.
Which pays a higher dividend, SCHD or TABD?
SCHD yields 3.13% while TABD yields 2.97%, so SCHD currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.