SCHD vs TEKY
Schwab US Dividend Equity ETF vs Lazard Next Gen Technologies ETF
Which is better, SCHD or TEKY?
Large Cap Value against Large Cap Blend.
SCHD has a lower expense ratio. SCHD led over 1Y, TEKY over the full window. TEKY is less concentrated, with 37.1% 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 | TEKY |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.50% |
| AUM | $112.1B | - |
| Dividend Yield | 3.00% | 0.17% |
| Holdings | 103 | 51 |
| YTD Return | +23.46%Best | +18.19% |
| 1Y Return | +27.20%Best | +16.77% |
| 3Y Return (annualized) | +15.41% | - |
| 5Y Return (annualized) | +10.16% | - |
| Volatility (annualized) | 12.3%Best | 27.6% |
| Max Drawdown | -4.6%Best | -21.4% |
| $10,000 over 1.4 years | $13,976 | $17,493Best |
| Top 10 Weight | 41.8% | 37.1%Best |
| Fund Family | Charles Schwab Asset Management | Lazard Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Oct 20, 2011 | Apr 4, 2025 |
Volatility and max drawdown, and the $10,000 over 1.4 years row, are measured over the window both funds cover: Apr 7, 2025 to Sep 18, 2026 (1.4 years).
SCHD vs TEKY 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 1.4 years both funds cover.
SCHD vs TEKY Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Lazard Next Gen Technologies ETF (TEKY) is an ETF from Lazard Asset Management. Over the past year SCHD returned +27.20% while TEKY returned +16.77%. Year to date, SCHD is up 23.46% versus a gain of 18.19% for TEKY.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
TEKY has been the more volatile fund, with annualized monthly volatility of 27.6% compared with 12.3% for SCHD. 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 -4.6% for SCHD and -21.4% for TEKY. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at -0.12. They move largely independently of each other.
Fees and Cost Over Time
SCHD charges 0.06% per year while TEKY charges 0.50%. On a $10,000 position that is $6 vs $50 annually, a gap of $44 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 0.17% for TEKY.
Holdings Overlap
We hold position weights for 100 holdings in SCHD and 46 in TEKY, totalling 100.0% and 99.3% 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 46 in TEKY, against full books of 103 and 51.
What only one of them owns
Our book lists 26 positions for TEKY that do not appear in our book for SCHD (64.5% of the fund), and 99 for SCHD that do not appear in TEKY (99.9%).
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.
You are not choosing between two funds in isolation.
Whichever of SCHD and TEKY 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 TEKY?
SCHD has an expense ratio of 0.06% while TEKY charges 0.50%. SCHD is the cheaper option, by $44 a year on a $10,000 investment.
Which performed better, SCHD or TEKY?
Over the past year SCHD returned +27.20% vs +16.77% for TEKY, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), SCHD annualized +27.01% vs +49.10% for TEKY. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCHD or TEKY?
TEKY has been the more volatile fund at 27.6% annualized versus 12.3% for SCHD. Worst drawdown: SCHD -4.6% vs TEKY -21.4%.
Should I hold both SCHD and TEKY?
SCHD and TEKY have a monthly-return correlation of -0.12, 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 TEKY?
SCHD yields 3.00% while TEKY yields 0.17%, so SCHD currently pays the higher dividend yield.
Is TEKY better than SCHD?
SCHD has a lower expense ratio. SCHD led over 1Y, TEKY over the full window. TEKY is less concentrated, with 37.1% 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.