SCHD vs TGLR
Schwab US Dividend Equity ETF vs Wedbush LAFFER | TENGLER New Era Value ETF
Which is better, SCHD or TGLR?
Each has led over a different period.
SCHD has a lower expense ratio. SCHD led over 1Y, TGLR over 3Y and the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 43.5%.
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 | TGLR |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.85% |
| AUM | $112.1B | $38M |
| Dividend Yield | 3.00% | 0.76% |
| Holdings | 103 | 33 |
| YTD Return | +24.59%Best | +8.52% |
| 1Y Return | +28.14%Best | +13.96% |
| 3Y Return (annualized) | +15.58% | +19.53%Best |
| 5Y Return (annualized) | +9.90% | - |
| Volatility (annualized) | 13.4% | 12.7%Best |
| Max Drawdown | -16.1%Best | -19.8% |
| $10,000 over 3 years | $15,360 | $17,014Best |
| Top 10 Weight | 41.8%Best | 43.5% |
| Fund Family | Charles Schwab Asset Management | Wedbush Funds |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Oct 20, 2011 | Apr 13, 2026 |
Volatility and max drawdown, and the $10,000 over 3 years row, are measured over the window both funds cover: Aug 28, 2023 to Sep 10, 2026 (3 years).
SCHD vs TGLR 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 3 years both funds cover.
SCHD vs TGLR Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Wedbush LAFFER | TENGLER New Era Value ETF (TGLR) is an ETF from Wedbush Funds. Over the past year SCHD returned +28.14% while TGLR returned +13.96%. Year to date, SCHD is up 24.59% versus a gain of 8.52% for TGLR.
Over three years, SCHD compounded at +15.58% per year against +19.53% for TGLR.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.4% compared with 12.7% for TGLR. 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 -16.1% for SCHD and -19.8% for TGLR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.64. They move together some of the time, and apart the rest.
Fees and Cost Over Time
SCHD charges 0.06% per year while TGLR charges 0.85%. On a $10,000 position that is $6 vs $85 annually, a gap of $79 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 0.76% for TGLR.
Holdings Overlap
7.9% of SCHD's money is in holdings TGLR also owns. 5.8% of TGLR's money is in holdings SCHD also owns.
SCHD and TGLR share little of their money.
2 positions in common, counted across the 100 positions we hold weights for in SCHD and 32 in TGLR, against full books of 103 and 33.
What only one of them owns
Our book lists 28 positions for TGLR that do not appear in our book for SCHD (89.8% of the fund), and 97 for SCHD that do not appear in TGLR (92.0%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of SCHD and TGLR 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 TGLR?
SCHD has an expense ratio of 0.06% while TGLR charges 0.85%. SCHD is the cheaper option, by $79 a year on a $10,000 investment.
Which performed better, SCHD or TGLR?
Over the past year SCHD returned +28.14% vs +13.96% for TGLR, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCHD or TGLR?
SCHD has been the more volatile fund at 13.4% annualized versus 12.7% for TGLR. Worst drawdown: SCHD -16.1% vs TGLR -19.8%.
Should I hold both SCHD and TGLR?
SCHD and TGLR have a monthly-return correlation of 0.64, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between SCHD and TGLR?
7.9% of SCHD's money is in holdings TGLR also owns. 5.8% of TGLR's is in holdings SCHD also owns. They hold 2 positions in common, counted across the 100 positions we hold weights for in SCHD and 32 in TGLR.
Which pays a higher dividend, SCHD or TGLR?
SCHD yields 3.00% while TGLR yields 0.76%, so SCHD currently pays the higher dividend yield.
Is TGLR better than SCHD?
SCHD has a lower expense ratio. SCHD led over 1Y, TGLR over 3Y and the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 43.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.