SCHD vs TESL
Schwab US Dividend Equity ETF vs Simplify Volt TSLA Revolution 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 | TESL | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.97% | |
| AUM | $103.7B | $13M | |
| Dividend Yield | 3.31% | 23.54% | |
| Holdings | 104 | 17 | |
| YTD Return | +25.62% | -22.63% | |
| 1Y Return | +32.62% | -39.53% | |
| 3Y Return (annualized) | +15.58% | +20.74% | |
| 5Y Return (annualized) | +9.63% | +5.63% | |
| Volatility (annualized) | 13.6% | 54.8% | |
| Max Drawdown | -33.4% | -69.1% | |
| Fund Family | Charles Schwab Asset Management | Simplify Exchange Traded Funds | |
| Category | Equity | Equity | |
| Inception | Oct 20, 2011 | Dec 28, 2020 |
SCHD vs TESL Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Simplify Volt TSLA Revolution ETF (TESL) is a ETF from Simplify Exchange Traded Funds. Over the past year SCHD returned +32.62% while TESL returned -39.53%. Year to date, SCHD is up 25.62% versus a loss of 22.63% for TESL.
Over three years, SCHD compounded at +15.58% per year against +20.74% for TESL; over five years the annualized figures are +9.63% and +5.63% respectively. Across the full 6-year window we track, SCHD has the edge at +11.47% annualized vs +3.87%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
TESL has been the more volatile fund, with annualized monthly volatility of 54.8% 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 -69.1% for TESL. 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 -0.02. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SCHD charges 0.06% per year while TESL charges 0.97%. On a $10,000 position that is $6 vs $97 annually, a gap of $91 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 23.54% for TESL.
Holdings Overlap
SCHD and TESL share 0 holdings out of 101 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SCHD or TESL?
SCHD has an expense ratio of 0.06% while TESL charges 0.97%. SCHD is the cheaper option. On a $10,000 investment, that is $91 per year of difference.
Which performed better, SCHD or TESL?
Over the past year SCHD returned +32.62% vs -39.53% for TESL, so SCHD leads on 1-year performance. Over the longest common window we track (6 years), SCHD annualized +11.47% vs +3.87% for TESL. Past performance does not guarantee future results.
Which is riskier, SCHD or TESL?
TESL has been the more volatile fund at 54.8% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs TESL -69.1%.
Should I hold both SCHD and TESL?
SCHD and TESL have a monthly-return correlation of -0.02, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SCHD and TESL?
SCHD and TESL share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, SCHD or TESL?
SCHD yields 3.31% while TESL yields 23.54%, so TESL currently pays the higher dividend yield.
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