SCHD vs TINY

SCHD vs TINY
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Quick Verdict

SCHD has a lower expense ratio. TINY delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.

Lower Fees: SCHDHigher Returns: TINYMore Diversified: SCHD

Side-by-Side Comparison

MetricSCHDTINYWinner
Expense Ratio0.06%0.58%
AUM$108.7B$15M
Dividend Yield3.13%0.19%
Holdings10431
YTD Return+26.54%+48.25%
1Y Return+30.90%+80.36%
3Y Return (annualized)+16.29%+30.36%
5Y Return (annualized)+9.65%-
Volatility (annualized)13.6%33.6%
Max Drawdown-33.4%-43.8%
Fund FamilyCharles Schwab Asset ManagementProShares
CategoryEquityEquity
InceptionOct 20, 2011Oct 26, 2021

SCHD vs TINY Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Proshares Nanotechnology ETF (TINY) is a ETF from ProShares. Over the past year SCHD returned +30.90% while TINY returned +80.36%. Year to date, SCHD is up 26.54% versus a gain of 48.25% for TINY.

Over three years, SCHD compounded at +16.29% per year against +30.36% for TINY. Across the full 5-year window we track, TINY has the edge at +16.63% annualized vs +11.51%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TINY has been the more volatile fund, with annualized monthly volatility of 33.6% 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 -43.8% for TINY. 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 0.44. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SCHD charges 0.06% per year while TINY charges 0.58%. On a $10,000 position that is $6 vs $58 annually, a gap of $52 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 0.19% for TINY.

Holdings Overlap

0.0%overlap

SCHD and TINY share 0 holdings out of 130 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, SCHD or TINY?

SCHD has an expense ratio of 0.06% while TINY charges 0.58%. SCHD is the cheaper option. On a $10,000 investment, that is $52 per year of difference.

Which performed better, SCHD or TINY?

Over the past year SCHD returned +30.90% vs +80.36% for TINY, so TINY leads on 1-year performance. Over the longest common window we track (5 years), SCHD annualized +11.51% vs +16.63% for TINY. Past performance does not guarantee future results.

Which is riskier, SCHD or TINY?

TINY has been the more volatile fund at 33.6% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs TINY -43.8%.

Should I hold both SCHD and TINY?

SCHD and TINY have a monthly-return correlation of 0.44, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SCHD and TINY?

SCHD and TINY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 130 unique securities.

Which pays a higher dividend, SCHD or TINY?

SCHD yields 3.13% while TINY yields 0.19%, so SCHD currently pays the higher dividend yield.

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