SCHD vs TACU
Schwab US Dividend Equity ETF vs T. Rowe Price Active Core US Equity ETF
Which is better, SCHD or TACU?
Large Cap Value against Large Cap Blend.
TACU has a lower expense ratio. TACU is less concentrated, with 35.5% of the fund in its ten largest positions against 41.8%.
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 | TACU |
|---|---|---|
| Expense Ratio | 0.06% | 0.00%Best |
| AUM | $108.9B | $16M |
| Dividend Yield | 3.00% | 0.00% |
| Holdings | 206 | 559 |
| YTD Return | +20.89%Best | +13.24% |
| 1Y Return | +23.87% | - |
| 3Y Return (annualized) | +16.42% | - |
| 5Y Return (annualized) | +9.40% | - |
| Top 10 Weight | 41.8% | 35.5%Best |
| Fund Family | Charles Schwab Asset Management | T.Rowe Price |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Oct 20, 2011 | Dec 10, 2025 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
SCHD vs TACU 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
SCHD vs TACU Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and T. Rowe Price Active Core US Equity ETF (TACU) is an ETF from T.Rowe Price. Year to date, SCHD is up 20.89% versus a gain of 13.24% for TACU.
Past performance does not guarantee future results.
Fees and Cost Over Time
SCHD charges 0.06% per year while TACU charges 0.00%. On a $10,000 position that is $6 vs $0 annually, a gap of $6 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 0.00% for TACU.
Holdings Overlap
93.2% of SCHD's money is in holdings TACU also owns. 7.0% of TACU's money is in holdings SCHD also owns.
Most of SCHD is already inside TACU. Owning both mostly buys the same companies twice.
42 positions in common, counted across the 99 positions we hold weights for in SCHD and 590 in TACU, against full books of 206 and 559.
What only one of them owns
Our book lists 510 positions for TACU that do not appear in our book for SCHD (90.5% of the fund), and 56 for SCHD that do not appear in TACU (6.8%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in SCHD | Weight in TACU | Difference |
|---|---|---|---|
| MRKMerck & Company Inc | 4.77% | 0.52% | 4.25% |
| CVXChevron Corp | 4.29% | 0.51% | 3.78% |
| KOCoca Cola Co. | 4.26% | 0.45% | 3.81% |
| ABTAbbott Laboratories | 4.44% | 0.19% | 4.25% |
| AMGNAmgen Inc. | 4.24% | 0.21% | 4.03% |
| PGProcter & Gamble Company | 3.94% | 0.44% | 3.50% |
| COPConocophillips Common Stock USD 0.01 | 4.19% | 0.18% | 4.01% |
| VZVerizon Communications Inc Vz | 4.12% | 0.25% | 3.87% |
| UNHUnitedhealth Group Incorporated | 3.82% | 0.49% | 3.33% |
| HDHome Depot Inc/The | 3.75% | 0.36% | 3.39% |
93.2% of SCHD is already inside TACU.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SCHD or TACU?
SCHD has an expense ratio of 0.06% while TACU charges 0.00%. TACU is the cheaper option, by $6 a year on a $10,000 investment.
What is the holdings overlap between SCHD and TACU?
93.2% of SCHD's money is in holdings TACU also owns. 7.0% of TACU's is in holdings SCHD also owns. They hold 42 positions in common, counted across the 99 positions we hold weights for in SCHD and 590 in TACU.
Which pays a higher dividend, SCHD or TACU?
SCHD yields 3.00% while TACU yields 0.00%, so SCHD currently pays the higher dividend yield.
Is TACU better than SCHD?
TACU has a lower expense ratio. TACU is less concentrated, with 35.5% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.