SCHD vs TNXT

SCHD vs TNXT

Which is better, SCHD or TNXT?

Large Cap Value against Large Cap Blend.

SCHD has a lower expense ratio. TNXT is less concentrated, with 33.6% of the fund in its ten largest positions against 41.8%.

Lower Fees: SCHDLess Concentrated: TNXT

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

MetricSCHDTNXT
Expense Ratio0.06%Best0.49%
AUM$112.1B$18M
Dividend Yield3.00%0.00%
Holdings103303
YTD Return+25.84%Best+12.50%
1Y Return+30.18%-
3Y Return (annualized)+16.08%-
5Y Return (annualized)+9.97%-
Top 10 Weight41.8%33.6%Best
Fund FamilyCharles Schwab Asset ManagementT.Rowe Price
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionOct 20, 2011Jan 28, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

SCHD vs TNXT 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

SCHD vs TNXT Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and T. Rowe Price Innovation Leaders ETF (TNXT) is an ETF from T.Rowe Price. Year to date, SCHD is up 25.84% versus a gain of 12.50% for TNXT.

Past performance does not guarantee future results.

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 3.00% against 0.00% for TNXT.

Holdings Overlap

SCHD already in TNXT26.9%
TNXT already in SCHD4.6%

26.9% of SCHD's money is in holdings TNXT also owns. 4.6% of TNXT's money is in holdings SCHD also owns.

SCHD and TNXT share little of their money.

10 positions in common, counted across the 100 positions we hold weights for in SCHD and 270 in TNXT, against full books of 103 and 303.

What only one of them owns

Our book lists 192 positions for TNXT that do not appear in our book for SCHD (80.7% of the fund), and 89 for SCHD that do not appear in TNXT (73.0%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in SCHDWeight in TNXTDifference
MRKMerck & Company Inc4.77%0.67%4.10%
ABTAbbott Laboratories4.69%0.26%4.43%
UNHUnitedhealth Group Incorporated3.82%1.13%2.69%
PGProcter & Gamble Company3.83%0.62%3.21%
BMYBristol-Myers Squibb Co.3.33%0.81%2.52%
ADPAutomatic Data Processing, Inc.2.79%0.29%2.50%
SLBSchlumberger Nv.2.19%0.29%1.90%
FITBFifth Third Bancorp1.19%0.05%1.14%
SWKSSkyworks Solutions Inc.0.25%0.41%0.16%
WUWestern Union Co (The)0.05%0.06%0.01%

26.9% of SCHD is already inside TNXT.

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

SCHDTNXT

Free for up to 10 holdings. No account needed.

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, by $43 a year on a $10,000 investment.

What is the holdings overlap between SCHD and TNXT?

26.9% of SCHD's money is in holdings TNXT also owns. 4.6% of TNXT's is in holdings SCHD also owns. They hold 10 positions in common, counted across the 100 positions we hold weights for in SCHD and 270 in TNXT.

Which pays a higher dividend, SCHD or TNXT?

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

Is TNXT better than SCHD?

SCHD has a lower expense ratio. TNXT is less concentrated, with 33.6% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.