SCHD vs TIME

Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: SCHD

Side-by-Side Comparison

MetricSCHDTIMEWinner
Expense Ratio0.06%0.96%
AUM$103.7B$15M
Dividend Yield3.31%16.47%
Holdings10439
YTD Return+24.26%+8.90%
1Y Return+31.38%+15.17%
3Y Return (annualized)+15.08%+16.55%
5Y Return (annualized)+9.72%-
Volatility (annualized)13.6%24.6%
Max Drawdown-33.4%-42.2%
Fund FamilyCharles Schwab Asset ManagementClockwise Capital
CategoryEquityEquity
InceptionOct 20, 2011Jan 27, 2022

SCHD vs TIME Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Clockwise US Core Equity ETF (TIME) is a ETF from Clockwise Capital. Over the past year SCHD returned +31.38% while TIME returned +15.17%. Year to date, SCHD is up 24.26% versus a gain of 8.90% for TIME.

Over three years, SCHD compounded at +15.08% per year against +16.55% for TIME. Across the full 5-year window we track, SCHD has the edge at +11.39% annualized vs +8.10%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TIME has been the more volatile fund, with annualized monthly volatility of 24.6% 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 -42.2% for TIME. 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 0.47. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SCHD charges 0.06% per year while TIME charges 0.96%. On a $10,000 position that is $6 vs $96 annually, a gap of $90 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 16.47% for TIME.

Holdings Overlap

5.1%overlap

SCHD and TIME share 2 holdings out of 143 unique holdings combined, representing a 5.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SCHDWeight in TIMEDifference
AMGN4.25%3.08%1.17%
KO4.08%2.01%2.07%

Frequently Asked Questions

Which is cheaper, SCHD or TIME?

SCHD has an expense ratio of 0.06% while TIME charges 0.96%. SCHD is the cheaper option. On a $10,000 investment, that is $90 per year of difference.

Which performed better, SCHD or TIME?

Over the past year SCHD returned +31.38% vs +15.17% for TIME, so SCHD leads on 1-year performance. Over the longest common window we track (5 years), SCHD annualized +11.39% vs +8.10% for TIME. Past performance does not guarantee future results.

Which is riskier, SCHD or TIME?

TIME has been the more volatile fund at 24.6% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs TIME -42.2%.

Should I hold both SCHD and TIME?

SCHD and TIME have a monthly-return correlation of 0.47, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SCHD and TIME?

SCHD and TIME share 2 common holdings with a 5.1% weight overlap. Combined, they hold 143 unique securities.

Which pays a higher dividend, SCHD or TIME?

SCHD yields 3.31% while TIME yields 16.47%, so TIME currently pays the higher dividend yield.

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