SCHD vs TACK
SCHD vs TACK
Schwab US Dividend Equity ETF vs Fairlead Tactical Sector ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | SCHD | TACK | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.70% | |
| AUM | $103.7B | $289M | |
| Dividend Yield | 3.31% | 1.31% | |
| Holdings | 104 | 11 | |
| YTD Return | +24.26% | +8.22% | |
| 1Y Return | +31.38% | +14.63% | |
| 3Y Return (annualized) | +15.08% | +12.30% | |
| 5Y Return (annualized) | +9.72% | - | |
| Volatility (annualized) | 13.6% | 10.2% | |
| Max Drawdown | -33.4% | -14.5% | |
| Fund Family | Charles Schwab Asset Management | Capitol Series Trust | |
| Category | Equity | Equity | |
| Inception | Oct 20, 2011 | Mar 22, 2022 |
SCHD vs TACK Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Fairlead Tactical Sector ETF (TACK) is a ETF from Capitol Series Trust. Over the past year SCHD returned +31.38% while TACK returned +14.63%. Year to date, SCHD is up 24.26% versus a gain of 8.22% for TACK.
Over three years, SCHD compounded at +15.08% per year against +12.30% for TACK. Across the full 4-year window we track, SCHD has the edge at +11.39% annualized vs +7.41%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 10.2% for TACK. 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 -14.5% for TACK. 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 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SCHD charges 0.06% per year while TACK charges 0.70%. On a $10,000 position that is $6 vs $70 annually, a gap of $64 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 1.31% for TACK.
Holdings Overlap
SCHD and TACK share 0 holdings out of 108 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 TACK?
SCHD has an expense ratio of 0.06% while TACK charges 0.70%. SCHD is the cheaper option. On a $10,000 investment, that is $64 per year of difference.
Which performed better, SCHD or TACK?
Over the past year SCHD returned +31.38% vs +14.63% for TACK, so SCHD leads on 1-year performance. Over the longest common window we track (4 years), SCHD annualized +11.39% vs +7.41% for TACK. Past performance does not guarantee future results.
Which is riskier, SCHD or TACK?
SCHD has been the more volatile fund at 13.6% annualized versus 10.2% for TACK. Worst drawdown: SCHD -33.4% vs TACK -14.5%.
Should I hold both SCHD and TACK?
SCHD and TACK have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SCHD and TACK?
SCHD and TACK share 0 common holdings with a 0.0% weight overlap. Combined, they hold 108 unique securities.
Which pays a higher dividend, SCHD or TACK?
SCHD yields 3.31% while TACK yields 1.31%, so SCHD currently pays the higher dividend yield.
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