SCHD vs TJUN

SCHD vs TJUN

Which is better, SCHD or TJUN?

Large Cap Value against Option Writing.

SCHD has a lower expense ratio. SCHD led over 1Y and the full window.

Lower Fees: SCHDHigher Returns: 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

MetricSCHDTJUN
Expense Ratio0.06%Best0.95%
AUM$112.1B$10M
Dividend Yield3.00%0.00%
Holdings10310
YTD Return+24.23%Best+1.48%
1Y Return+27.90%Best+5.27%
3Y Return (annualized)+15.55%-
5Y Return (annualized)+9.97%-
Volatility (annualized)12.9%8.3%Best
Max Drawdown-4.6%Best-9.8%
$10,000 over 1.2 years$13,182Best$11,397
Fund FamilyCharles Schwab Asset ManagementFirst Trust Portfolios (US)
CategoryEquityAlternative
StyleLarge Cap ValueOption Writing
InceptionOct 20, 2011Jun 20, 2025

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.2 years row, are measured over the window both funds cover: Jun 23, 2025 to Sep 17, 2026 (1.2 years).

SCHD vs TJUN 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 1.2 years both funds cover.

SCHD vs TJUN Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and FT Vest Emerging Markets Buffer ETF - June (TJUN) is an ETF from First Trust Portfolios (US). Over the past year SCHD returned +27.90% while TJUN returned +5.27%. Year to date, SCHD is up 24.23% versus a gain of 1.48% for TJUN.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SCHD has been the more volatile fund, with annualized monthly volatility of 12.9% compared with 8.3% for TJUN. 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 -4.6% for SCHD and -9.8% for TJUN. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.24. They move largely independently of each other.

Fees and Cost Over Time

SCHD charges 0.06% per year while TJUN charges 0.95%. On a $10,000 position that is $6 vs $95 annually, a gap of $89 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 0.00% for TJUN.

You are not choosing between two funds in isolation.

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

SCHDTJUN

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or TJUN?

SCHD has an expense ratio of 0.06% while TJUN charges 0.95%. SCHD is the cheaper option, by $89 a year on a $10,000 investment.

Which performed better, SCHD or TJUN?

Over the past year SCHD returned +27.90% vs +5.27% for TJUN, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), SCHD annualized +25.89% vs +11.51% for TJUN. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SCHD or TJUN?

SCHD has been the more volatile fund at 12.9% annualized versus 8.3% for TJUN. Worst drawdown: SCHD -4.6% vs TJUN -9.8%.

Should I hold both SCHD and TJUN?

SCHD and TJUN have a monthly-return correlation of 0.24, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, SCHD or TJUN?

SCHD yields 3.00% while TJUN yields 0.00%, so SCHD currently pays the higher dividend yield.

Is TJUN better than SCHD?

SCHD has a lower expense ratio. SCHD led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.