SCHD vs TACK
Schwab US Dividend Equity ETF vs Fairlead Tactical Sector ETF
Which is better, SCHD or TACK?
Large Cap Value against Large Cap Blend.
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y and the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 99.7%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | SCHD | TACK |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.69% |
| AUM | $112.1B | $304M |
| Dividend Yield | 3.00% | 1.27% |
| Holdings | 103 | 11 |
| YTD Return | +24.23%Best | +7.50% |
| 1Y Return | +27.90%Best | +9.80% |
| 3Y Return (annualized) | +15.55%Best | +12.42% |
| 5Y Return (annualized) | +9.97% | - |
| Volatility (annualized) | 15.1% | 10.2%Best |
| Max Drawdown | -16.1% | -14.5%Best |
| $10,000 over 4.5 years | $15,262Best | $13,593 |
| Top 10 Weight | 41.8%Best | 99.7% |
| Fund Family | Charles Schwab Asset Management | Capitol Series Trust |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Oct 20, 2011 | Mar 22, 2022 |
Volatility and max drawdown, and the $10,000 over 4.5 years row, are measured over the window both funds cover: Mar 23, 2022 to Sep 17, 2026 (4.5 years).
SCHD vs TACK growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4.5 years both funds cover.
SCHD vs TACK Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Fairlead Tactical Sector ETF (TACK) is an ETF from Capitol Series Trust. Over the past year SCHD returned +27.90% while TACK returned +9.80%. Year to date, SCHD is up 24.23% versus a gain of 7.50% for TACK.
Over three years, SCHD compounded at +15.55% per year against +12.42% for TACK.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 15.1% 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 -16.1% for SCHD and -14.5% for TACK. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.72. 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 0.69%. On a $10,000 position that is $6 vs $69 annually, a gap of $63 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 1.27% for TACK.
Holdings Overlap
We hold position weights for 100 holdings in SCHD and 10 in TACK, totalling 100.0% and 99.7% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 100 positions we hold weights for in SCHD and 10 in TACK, against full books of 103 and 11.
What only one of them owns
Measured across the 100 and 10 positions we hold weights for.
SCHD holds 99 positions TACK does not, 99.9% of the fund.
Largest: MRK 4.77%, AMGN 4.70%, ABT 4.69%, KO 4.17%, CVX 4.02%
You are not choosing between two funds in isolation.
Whichever of SCHD and TACK you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SCHD or TACK?
SCHD has an expense ratio of 0.06% while TACK charges 0.69%. SCHD is the cheaper option, by $63 a year on a $10,000 investment.
Which performed better, SCHD or TACK?
Over the past year SCHD returned +27.90% vs +9.80% for TACK, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCHD or TACK?
SCHD has been the more volatile fund at 15.1% annualized versus 10.2% for TACK. Worst drawdown: SCHD -16.1% vs TACK -14.5%.
Should I hold both SCHD and TACK?
SCHD and TACK have a monthly-return correlation of 0.72, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, SCHD or TACK?
SCHD yields 3.00% while TACK yields 1.27%, so SCHD currently pays the higher dividend yield.
Is TACK better than SCHD?
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y and the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 99.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.