SCHD vs TMAR

SCHD vs TMAR

Which is better, SCHD or TMAR?

Large Cap Value against Large Cap Blend.

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

Lower Fees: SCHDHigher Returns: split

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

MetricSCHDTMAR
Expense Ratio0.06%Best0.95%
AUM$112.1B$19M
Dividend Yield3.00%0.00%
Holdings10310
YTD Return+23.46%Best+16.62%
1Y Return+27.20%Best+20.60%
3Y Return (annualized)+15.41%-
5Y Return (annualized)+10.16%-
Volatility (annualized)14.2%7.7%Best
Max Drawdown-13.0%-9.9%Best
$10,000 over 1.5 years$12,693$13,465Best
Fund FamilyCharles Schwab Asset ManagementFirst Trust Portfolios (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionOct 20, 2011Mar 21, 2025

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.5 years row, are measured over the window both funds cover: Mar 24, 2025 to Sep 18, 2026 (1.5 years).

SCHD vs TMAR 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 1.5 years both funds cover.

SCHD vs TMAR Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and FT Vest Emerging Markets Buffer ETF - March (TMAR) is an ETF from First Trust Portfolios (US). Over the past year SCHD returned +27.20% while TMAR returned +20.60%. Year to date, SCHD is up 23.46% versus a gain of 16.62% for TMAR.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SCHD has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 7.7% for TMAR. 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 -13.0% for SCHD and -9.9% for TMAR. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.20. They move largely independently of each other.

Fees and Cost Over Time

SCHD charges 0.06% per year while TMAR 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 TMAR.

You are not choosing between two funds in isolation.

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

SCHDTMAR

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or TMAR?

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

Which performed better, SCHD or TMAR?

Over the past year SCHD returned +27.20% vs +20.60% for TMAR, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), SCHD annualized +17.23% vs +21.94% for TMAR. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SCHD or TMAR?

SCHD has been the more volatile fund at 14.2% annualized versus 7.7% for TMAR. Worst drawdown: SCHD -13.0% vs TMAR -9.9%.

Should I hold both SCHD and TMAR?

SCHD and TMAR have a monthly-return correlation of 0.20, 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 TMAR?

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

Is TMAR better than SCHD?

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