SCHD vs TNXT

SCHD vs TNXT
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

SCHD has a lower expense ratio. TNXT offers more diversification with 347 holdings.

Lower Fees: SCHDHigher Returns: TiedMore Diversified: TNXT

Side-by-Side Comparison

MetricSCHDTNXTWinner
Expense Ratio0.06%0.49%
AUM$108.7B$19M
Dividend Yield3.13%0.00%
Holdings104347
YTD Return+28.48%+14.92%
1Y Return+30.95%-
3Y Return (annualized)+16.80%-
5Y Return (annualized)+10.27%-
Volatility (annualized)13.7%-
Max Drawdown-33.4%-13.0%
Fund FamilyCharles Schwab Asset ManagementT.Rowe Price
CategoryEquityEquity
InceptionOct 20, 2011Jan 28, 2026

SCHD vs TNXT Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and T. Rowe Price Innovation Leaders ETF (TNXT) is a ETF from T.Rowe Price. Year to date, SCHD is up 28.48% versus a gain of 14.92% for TNXT.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -33.4% for SCHD and -13.0% for TNXT. 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 TNXT charges 0.49%. On a $10,000 position that is $6 vs $49 annually, a gap of $43 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 0.00% for TNXT.

Holdings Overlap

4.3%overlap

SCHD and TNXT share 10 holdings out of 376 unique holdings combined, representing a 4.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SCHDWeight in TNXTDifference
UNH4.11%1.22%2.89%
ABT4.70%0.22%4.48%
PG3.96%0.65%3.31%
MRKProProPro
BMYProProPro
ADPProProPro
SLBProProPro
FITBProProPro
SWKSProProPro
WUProProPro
FundXLS Pro
See the top 10 holdings SCHD shares with TNXT
Exact weights in each fund and the difference, for every position in this table.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime

Frequently Asked Questions

Which is cheaper, SCHD or TNXT?

SCHD has an expense ratio of 0.06% while TNXT charges 0.49%. SCHD is the cheaper option. On a $10,000 investment, that is $43 per year of difference.

What is the holdings overlap between SCHD and TNXT?

SCHD and TNXT share 10 common holdings with a 4.3% weight overlap. Combined, they hold 376 unique securities.

Which pays a higher dividend, SCHD or TNXT?

SCHD yields 3.13% while TNXT yields 0.00%, so SCHD currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free