SCHD vs TMDV

SCHD vs TMDV

Which is better, SCHD or TMDV?

Large Cap Value against Mid Cap Value.

SCHD has a lower expense ratio. SCHD led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.92. TMDV is less concentrated, with 17.4% of the fund in its ten largest positions against 41.5%.

Lower Fees: SCHDHigher Returns: SCHDLess Concentrated: TMDV

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

MetricSCHDTMDV
Expense Ratio0.06%Best0.35%
AUM$112.2B$5M
Dividend Yield3.13%2.46%
Holdings10366
YTD Return+27.56%Best+12.24%
1Y Return+30.29%Best+8.89%
3Y Return (annualized)+16.37%Best+7.04%
5Y Return (annualized)+10.23%Best+4.07%
Volatility (annualized)16.6%16.2%Best
Max Drawdown-33.4%Tie-33.4%Tie
$10,000 over 5 years$16,274Best$12,208
Top 10 Weight41.5%17.4%Best
Fund FamilyCharles Schwab Asset ManagementProShares
CategoryEquityEquity
StyleLarge Cap ValueMid Cap Value
InceptionOct 20, 2011Nov 5, 2019

Volatility and max drawdown are measured over the window both funds cover: Nov 7, 2019 to Sep 4, 2026 (6.8 years).

SCHD vs TMDV 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 6.8 years both funds cover.

SCHD vs TMDV Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and ProShares Russell US Dividend Growers ETF (TMDV) is an ETF from ProShares. Over the past year SCHD returned +30.29% while TMDV returned +8.89%. Year to date, SCHD is up 27.56% versus a gain of 12.24% for TMDV.

Over three years, SCHD compounded at +16.37% per year against +7.04% for TMDV; over five years the annualized figures are +10.23% and +4.07% respectively. Across the full 7-year window we track, SCHD has the edge at +12.45% annualized vs +6.41%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SCHD has been the more volatile fund, with annualized monthly volatility of 16.6% compared with 16.2% for TMDV. 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 -33.4% for TMDV. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

SCHD charges 0.06% per year while TMDV charges 0.35%. On a $10,000 position that is $6 vs $35 annually, a gap of $29 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 2.46% for TMDV.

Holdings Overlap

SCHD already in TMDV28.2%
TMDV already in SCHD20.2%

28.2% of SCHD's money is in holdings TMDV also owns. 20.2% of TMDV's money is in holdings SCHD also owns.

SCHD and TMDV share little of their money.

13 positions in common, counted across the 100 positions we hold weights for in SCHD and 64 in TMDV, against full books of 103 and 66.

What only one of them owns

Measured across the 100 and 64 positions we hold weights for.

SCHD holds 86 positions TMDV does not, 71.7% of the fund.

Largest: AMGN 4.62%, HD 4.32%, MRK 4.26%, UNH 4.11%, VZ 3.84%

Top Shared Holdings

StockWeight in SCHDWeight in TMDVDifference
ABTAbbott Laboratories4.70%1.72%2.98%
KOCoca Cola Co.4.20%1.53%2.67%
PGProcter & Gamble Company3.96%1.44%2.52%
CVXChevron Corp3.74%1.46%2.28%
PEPPepsico Inc.3.71%1.41%2.30%
ADPAutomatic Data Processing, Inc.2.72%1.74%0.98%
TGTTarget Corp-14771.70%1.62%0.08%
KMBKimberly-Clark Corp.0.91%1.61%0.70%
ADMArcher-Daniels-Midland Co.0.92%1.43%0.51%
CINFCincinnati Financial Corp.0.69%1.54%0.85%

28.2% of SCHD is already inside TMDV.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

SCHDTMDV

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Frequently Asked Questions

Which is cheaper, SCHD or TMDV?

SCHD has an expense ratio of 0.06% while TMDV charges 0.35%. SCHD is the cheaper option, by $29 a year on a $10,000 investment.

Which performed better, SCHD or TMDV?

Over the past year SCHD returned +30.29% vs +8.89% for TMDV, so SCHD leads on 1-year performance. Over the longest common window we track (7 years), SCHD annualized +12.45% vs +6.41% for TMDV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SCHD or TMDV?

SCHD has been the more volatile fund at 16.6% annualized versus 16.2% for TMDV. Worst drawdown: SCHD -33.4% vs TMDV -33.4%.

Should I hold both SCHD and TMDV?

SCHD and TMDV have a monthly-return correlation of 0.92, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between SCHD and TMDV?

28.2% of SCHD's money is in holdings TMDV also owns. 20.2% of TMDV's is in holdings SCHD also owns. They hold 13 positions in common, counted across the 100 positions we hold weights for in SCHD and 64 in TMDV.

Which pays a higher dividend, SCHD or TMDV?

SCHD yields 3.13% while TMDV yields 2.46%, so SCHD currently pays the higher dividend yield.

Is TMDV better than SCHD?

SCHD has a lower expense ratio. SCHD led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.92. TMDV is less concentrated, with 17.4% of the fund in its ten largest positions against 41.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.