SCHD vs TEMP

SCHD vs TEMP

Which is better, SCHD or TEMP?

Large Cap Value against Large Cap Growth.

SCHD has a lower expense ratio. SCHD led over 1Y and the full window.

Lower Fees: SCHDHigher Returns: SCHD

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

MetricSCHDTEMP
Expense Ratio0.06%Best0.49%
AUM$112.1B$8M
Dividend Yield3.00%1.31%
Holdings10372
Volatility (annualized)14.9%Best21.0%
Max Drawdown-16.9%Best-32.1%
$10,000 over 3.8 years$12,081Best$11,342
Fund FamilyCharles Schwab Asset ManagementJ.P. Morgan Asset Management
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Growth
InceptionOct 20, 2011Dec 13, 2021

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 349 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. SCHD has data through Sep 17, 2026 and TEMP through Oct 3, 2025.

Volatility and max drawdown, and the $10,000 over 3.8 years row, are measured over the window both funds cover: Dec 14, 2021 to Oct 3, 2025 (3.8 years).

Risk: Volatility and Drawdowns

TEMP has been the more volatile fund, with annualized monthly volatility of 21.0% compared with 14.9% 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 -16.9% for SCHD and -32.1% for TEMP. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.73. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SCHD charges 0.06% per year while TEMP 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 3.00% against 1.31% for TEMP.

You are not choosing between two funds in isolation.

Whichever of SCHD and TEMP you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SCHDTEMP

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or TEMP?

SCHD has an expense ratio of 0.06% while TEMP charges 0.49%. SCHD is the cheaper option, by $43 a year on a $10,000 investment.

Which is riskier, SCHD or TEMP?

TEMP has been the more volatile fund at 21.0% annualized versus 14.9% for SCHD. Worst drawdown: SCHD -16.9% vs TEMP -32.1%.

Should I hold both SCHD and TEMP?

SCHD and TEMP have a monthly-return correlation of 0.73, 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 TEMP?

SCHD yields 3.00% while TEMP yields 1.31%, so SCHD currently pays the higher dividend yield.

Is TEMP better than SCHD?

SCHD has a lower expense ratio. SCHD led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.