SCHD vs TESL
Schwab US Dividend Equity ETF vs Simplify Volt TSLA Revolution ETF
Which is better, SCHD or TESL?
Large Cap Value against All Cap Blend.
SCHD has a lower expense ratio. SCHD led over 1Y, 5Y and the full window, TESL over 3Y.
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 | TESL |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.97% |
| AUM | $112.2B | $15M |
| Dividend Yield | 3.13% | 32.13% |
| Holdings | 103 | 24 |
| YTD Return | +28.59%Best | -13.88% |
| 1Y Return | +31.77%Best | -28.84% |
| 3Y Return (annualized) | +16.70% | +24.09%Best |
| 5Y Return (annualized) | +10.09%Best | +7.23% |
| Volatility (annualized) | 14.6%Best | 54.8% |
| Max Drawdown | -16.9%Best | -69.1% |
| $10,000 over 5 years | $16,171Best | $14,177 |
| Fund Family | Charles Schwab Asset Management | Simplify Exchange Traded Funds |
| Category | Equity | Equity |
| Style | Large Cap Value | All Cap Blend |
| Inception | Oct 20, 2011 | Dec 28, 2020 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Dec 29, 2020 to Sep 3, 2026 (5.7 years).
SCHD vs TESL 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 5.7 years both funds cover.
SCHD vs TESL Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Simplify Volt TSLA Revolution ETF (TESL) is an ETF from Simplify Exchange Traded Funds. Over the past year SCHD returned +31.77% while TESL returned -28.84%. Year to date, SCHD is up 28.59% versus a loss of 13.88% for TESL.
Over three years, SCHD compounded at +16.70% per year against +24.09% for TESL; over five years the annualized figures are +10.09% and +7.23% respectively. Across the full 6-year window we track, SCHD has the edge at +13.08% annualized vs +5.80%.
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 14.6% 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 -16.9% for SCHD and -69.1% for TESL. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at -0.01. They move largely independently of each other.
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 3.13% against 32.13% for TESL.
Holdings Overlap
We hold position weights for 100 holdings in SCHD and 1 in TESL, totalling 100.0% and 24.2% 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 1 in TESL, against full books of 103 and 24.
You are not choosing between two funds in isolation.
Whichever of SCHD and TESL 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 TESL?
SCHD has an expense ratio of 0.06% while TESL charges 0.97%. SCHD is the cheaper option, by $91 a year on a $10,000 investment.
Which performed better, SCHD or TESL?
Over the past year SCHD returned +31.77% vs -28.84% for TESL, so SCHD leads on 1-year performance. Over the longest common window we track (6 years), SCHD annualized +13.08% vs +5.80% for TESL. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCHD or TESL?
TESL has been the more volatile fund at 54.8% annualized versus 14.6% for SCHD. Worst drawdown: SCHD -16.9% vs TESL -69.1%.
Should I hold both SCHD and TESL?
SCHD and TESL have a monthly-return correlation of -0.01, 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 TESL?
SCHD yields 3.13% while TESL yields 32.13%, so TESL currently pays the higher dividend yield.
Is TESL better than SCHD?
SCHD has a lower expense ratio. SCHD led over 1Y, 5Y and the full window, TESL over 3Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.