SCHD vs TFPN
Schwab US Dividend Equity ETF vs Blueprint Chesapeake Multi-Asset Trend ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. TFPN offers more diversification with 230 holdings.
Side-by-Side Comparison
| Metric | SCHD | TFPN | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 1.13% | |
| AUM | $103.7B | $161M | |
| Dividend Yield | 3.31% | 0.00% | |
| Holdings | 104 | 404 | |
| YTD Return | +25.33% | +15.08% | |
| 1Y Return | +32.31% | +27.21% | |
| 3Y Return (annualized) | +15.40% | +6.70% | |
| 5Y Return (annualized) | +9.70% | - | |
| Volatility (annualized) | 13.6% | 13.4% | |
| Max Drawdown | -33.4% | -16.7% | |
| Fund Family | Charles Schwab Asset Management | Blueprint fund management | |
| Category | Equity | Alternative | |
| Inception | Oct 20, 2011 | Jul 11, 2023 |
SCHD vs TFPN Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Blueprint Chesapeake Multi-Asset Trend ETF (TFPN) is a ETF from Blueprint fund management. Over the past year SCHD returned +32.31% while TFPN returned +27.21%. Year to date, SCHD is up 25.33% versus a gain of 15.08% for TFPN.
Over three years, SCHD compounded at +15.40% per year against +6.70% for TFPN. Across the full 3-year window we track, SCHD has the edge at +11.45% annualized vs +6.67%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 13.4% for TFPN. 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 -16.7% for TFPN. 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 0.39. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SCHD charges 0.06% per year while TFPN charges 1.13%. On a $10,000 position that is $6 vs $113 annually, a gap of $107 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 0.00% for TFPN.
Holdings Overlap
SCHD and TFPN share 13 holdings out of 317 unique holdings combined, representing a 2.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SCHD or TFPN?
SCHD has an expense ratio of 0.06% while TFPN charges 1.13%. SCHD is the cheaper option. On a $10,000 investment, that is $107 per year of difference.
Which performed better, SCHD or TFPN?
Over the past year SCHD returned +32.31% vs +27.21% for TFPN, so SCHD leads on 1-year performance. Over the longest common window we track (3 years), SCHD annualized +11.45% vs +6.67% for TFPN. Past performance does not guarantee future results.
Which is riskier, SCHD or TFPN?
SCHD has been the more volatile fund at 13.6% annualized versus 13.4% for TFPN. Worst drawdown: SCHD -33.4% vs TFPN -16.7%.
Should I hold both SCHD and TFPN?
SCHD and TFPN have a monthly-return correlation of 0.39, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SCHD and TFPN?
SCHD and TFPN share 13 common holdings with a 2.9% weight overlap. Combined, they hold 317 unique securities.
Which pays a higher dividend, SCHD or TFPN?
SCHD yields 3.31% while TFPN yields 0.00%, so SCHD currently pays the higher dividend yield.
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