SCHD vs TALV
Schwab US Dividend Equity ETF vs Transamerica Large Value Active ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 103 holdings.
Side-by-Side Comparison
| Metric | SCHD | TALV | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.49% | |
| AUM | $112.2B | $178M | |
| Dividend Yield | 3.13% | 0.44% | |
| Holdings | 103 | 71 | |
| YTD Return | +27.60% | +14.90% | |
| 1Y Return | +29.63% | - | |
| 3Y Return (annualized) | +16.43% | - | |
| 5Y Return (annualized) | +10.05% | - | |
| Volatility (annualized) | 13.6% | - | |
| Max Drawdown | -33.4% | -7.4% | |
| Fund Family | Charles Schwab Asset Management | Transamerica | |
| Category | Equity | Equity | |
| Inception | Oct 20, 2011 | Dec 15, 2025 |
SCHD vs TALV Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Transamerica Large Value Active ETF (TALV) is a ETF from Transamerica. Year to date, SCHD is up 27.60% versus a gain of 14.90% for TALV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -33.4% for SCHD and -7.4% for TALV. 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 TALV charges 0.49%. On a $10,000 position that is $6 vs $49 annually, a gap of $43 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 0.44% for TALV.
Holdings Overlap
SCHD and TALV share 11 holdings out of 158 unique holdings combined, representing a 13.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SCHD or TALV?
SCHD has an expense ratio of 0.06% while TALV charges 0.49%. SCHD is the cheaper option. On a $10,000 investment, that is $43 per year of difference.
What is the holdings overlap between SCHD and TALV?
SCHD and TALV share 11 common holdings with a 13.8% weight overlap. Combined, they hold 158 unique securities.
Which pays a higher dividend, SCHD or TALV?
SCHD yields 3.13% while TALV yields 0.44%, so SCHD currently pays the higher dividend yield.
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