SCHD vs TEKY
Schwab US Dividend Equity ETF vs Lazard Next Gen Technologies 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 | TEKY | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.50% | |
| AUM | $103.7B | - | |
| Dividend Yield | 3.31% | 0.16% | |
| Holdings | 104 | 51 | |
| YTD Return | +24.26% | +20.57% | |
| 1Y Return | +31.38% | +29.53% | |
| 3Y Return (annualized) | +15.08% | - | |
| 5Y Return (annualized) | +9.72% | - | |
| Volatility (annualized) | 13.6% | 28.5% | |
| Max Drawdown | -33.4% | -21.4% | |
| Fund Family | Charles Schwab Asset Management | Lazard Asset Management | |
| Category | Equity | Equity | |
| Inception | Oct 20, 2011 | Apr 4, 2025 |
SCHD vs TEKY Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Lazard Next Gen Technologies ETF (TEKY) is a ETF from Lazard Asset Management. Over the past year SCHD returned +31.38% while TEKY returned +29.53%. Year to date, SCHD is up 24.26% versus a gain of 20.57% for TEKY.
Risk: Volatility and Drawdowns
TEKY has been the more volatile fund, with annualized monthly volatility of 28.5% compared with 13.6% 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 -33.4% for SCHD and -21.4% for TEKY. 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 -0.18. They move independently enough that combining them can meaningfully diversify a portfolio.
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 3.31% against 0.16% for TEKY.
Holdings Overlap
SCHD and TEKY share 1 holdings out of 145 unique holdings combined, representing a 2.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in SCHD | Weight in TEKY | Difference |
|---|---|---|---|
| ACN | 2.24% | 2.42% | 0.18% |
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. On a $10,000 investment, that is $44 per year of difference.
Which performed better, SCHD or TEKY?
Over the past year SCHD returned +31.38% vs +29.53% for TEKY, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), SCHD annualized +11.39% vs +56.65% for TEKY. Past performance does not guarantee future results.
Which is riskier, SCHD or TEKY?
TEKY has been the more volatile fund at 28.5% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs TEKY -21.4%.
Should I hold both SCHD and TEKY?
SCHD and TEKY have a monthly-return correlation of -0.18, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SCHD and TEKY?
SCHD and TEKY share 1 common holdings with a 2.2% weight overlap. Combined, they hold 145 unique securities.
Which pays a higher dividend, SCHD or TEKY?
SCHD yields 3.31% while TEKY yields 0.16%, so SCHD currently pays the higher dividend yield.
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