SCHD vs TIME

SCHD vs TIME

Which is better, SCHD or TIME?

Large Cap Value against Large Cap Blend.

SCHD has a lower expense ratio. SCHD led over 1Y and the full window, TIME over 3Y. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 48.6%.

Lower Fees: SCHDHigher Returns: splitLess Concentrated: 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

MetricSCHDTIME
Expense Ratio0.06%Best0.96%
AUM$112.1B$15M
Dividend Yield3.00%9.41%
Holdings10343
YTD Return+23.46%Best+10.13%
1Y Return+27.20%Best+13.11%
3Y Return (annualized)+15.41%+17.17%Best
5Y Return (annualized)+10.16%-
Volatility (annualized)14.9%Best24.4%
Max Drawdown-16.1%Best-42.2%
$10,000 over 4.6 years$15,175Best$14,345
Top 10 Weight41.8%Best48.6%
Fund FamilyCharles Schwab Asset ManagementClockwise Capital
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionOct 20, 2011Jan 27, 2022

Volatility and max drawdown, and the $10,000 over 4.6 years row, are measured over the window both funds cover: Jan 28, 2022 to Sep 18, 2026 (4.6 years).

SCHD vs TIME 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 4.6 years both funds cover.

SCHD vs TIME Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Clockwise US Core Equity ETF (TIME) is an ETF from Clockwise Capital. Over the past year SCHD returned +27.20% while TIME returned +13.11%. Year to date, SCHD is up 23.46% versus a gain of 10.13% for TIME.

Over three years, SCHD compounded at +15.41% per year against +17.17% for TIME.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TIME has been the more volatile fund, with annualized monthly volatility of 24.4% compared with 14.9% 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 -16.1% for SCHD and -42.2% for TIME. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.46. They move together some of the time, and apart the rest.

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 3.00% against 9.41% for TIME.

Holdings Overlap

SCHD already in TIME8.0%
TIME already in SCHD3.4%

8.0% of SCHD's money is in holdings TIME also owns. 3.4% of TIME's money is in holdings SCHD also owns.

SCHD and TIME share little of their money.

2 positions in common, counted across the 100 positions we hold weights for in SCHD and 43 in TIME, against full books of 103 and 43.

What only one of them owns

Our book lists 38 positions for TIME that do not appear in our book for SCHD (94.7% of the fund), and 97 for SCHD that do not appear in TIME (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.

Top Shared Holdings

StockWeight in SCHDWeight in TIMEDifference
COPConocophillips Common Stock USD 0.013.94%2.32%1.62%
CVXChevron Corp4.02%1.07%2.95%

You are not choosing between two funds in isolation.

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

SCHDTIME

Free for up to 10 holdings. No account needed.

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, by $90 a year on a $10,000 investment.

Which performed better, SCHD or TIME?

Over the past year SCHD returned +27.20% vs +13.11% for TIME, 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 TIME?

TIME has been the more volatile fund at 24.4% annualized versus 14.9% for SCHD. Worst drawdown: SCHD -16.1% vs TIME -42.2%.

Should I hold both SCHD and TIME?

SCHD and TIME have a monthly-return correlation of 0.46, 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 TIME?

8.0% of SCHD's money is in holdings TIME also owns. 3.4% of TIME'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 43 in TIME.

Which pays a higher dividend, SCHD or TIME?

SCHD yields 3.00% while TIME yields 9.41%, so TIME currently pays the higher dividend yield.

Is TIME better than SCHD?

SCHD has a lower expense ratio. SCHD led over 1Y and the full window, TIME over 3Y. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 48.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.