SCHD vs TFFI

SCHD vs TFFI

Which is better, SCHD or TFFI?

SCHD costs less.

SCHD has a lower expense ratio.

Lower Fees: 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

MetricSCHDTFFI
Expense Ratio0.06%Best1.01%
AUM$112.1B$38M
Dividend Yield3.00%0.00%
Holdings10348
YTD Return+25.07%Best+6.56%
1Y Return+27.61%-
3Y Return (annualized)+15.74%-
5Y Return (annualized)+9.89%-
Fund FamilyCharles Schwab Asset ManagementChesapeake Mutual Funds
CategoryEquityFixed Income
StyleLarge Cap Value-
InceptionOct 20, 2011Feb 23, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

SCHD vs TFFI 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

SCHD vs TFFI Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Chesapeake Trend-Following Fixed Income ETF (TFFI) is an ETF from Chesapeake Mutual Funds. Year to date, SCHD is up 25.07% versus a gain of 6.56% for TFFI.

Past performance does not guarantee future results.

Fees and Cost Over Time

SCHD charges 0.06% per year while TFFI charges 1.01%. On a $10,000 position that is $6 vs $101 annually, a gap of $95 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 0.00% for TFFI.

Holdings Overlap

We hold position weights for 100 holdings in SCHD and 10 in TFFI, totalling 100.0% and 56.4% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 62 days apart, SCHD as of Aug 31, 2026 and TFFI as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 100 positions we hold weights for in SCHD and 10 in TFFI, against full books of 103 and 48.

You are not choosing between two funds in isolation.

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

SCHDTFFI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or TFFI?

SCHD has an expense ratio of 0.06% while TFFI charges 1.01%. SCHD is the cheaper option, by $95 a year on a $10,000 investment.

Which pays a higher dividend, SCHD or TFFI?

SCHD yields 3.00% while TFFI yields 0.00%, so SCHD currently pays the higher dividend yield.

Is TFFI better than SCHD?

SCHD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.