SCHD vs TMNL

Quick Verdict

SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: TiedMore Diversified: SCHD

Side-by-Side Comparison

MetricSCHDTMNLWinner
Expense Ratio0.06%0.26%
AUM$103.7B$22M
Dividend Yield3.31%2.13%
Holdings104110
YTD Return+25.58%+1.91%
1Y Return+31.06%-
3Y Return (annualized)+15.55%-
5Y Return (annualized)+9.61%-
Volatility (annualized)13.6%-
Max Drawdown-33.4%-2.9%
Fund FamilyCharles Schwab Asset ManagementT.Rowe Price
CategoryEquityFixed Income
InceptionOct 20, 2011Nov 19, 2025

SCHD vs TMNL Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and T. Rowe Price Long Municipal Income ETF (TMNL) is a ETF from T.Rowe Price. Year to date, SCHD is up 25.58% versus a gain of 1.91% for TMNL.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -33.4% for SCHD and -2.9% for TMNL. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

SCHD charges 0.06% per year while TMNL charges 0.26%. On a $10,000 position that is $6 vs $26 annually, a gap of $20 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 2.13% for TMNL.

Holdings Overlap

0.0%overlap

SCHD and TMNL share 0 holdings out of 138 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 TMNL?

SCHD has an expense ratio of 0.06% while TMNL charges 0.26%. SCHD is the cheaper option. On a $10,000 investment, that is $20 per year of difference.

What is the holdings overlap between SCHD and TMNL?

SCHD and TMNL share 0 common holdings with a 0.0% weight overlap. Combined, they hold 138 unique securities.

Which pays a higher dividend, SCHD or TMNL?

SCHD yields 3.31% while TMNL yields 2.13%, so SCHD currently pays the higher dividend yield.

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