SCHD vs TPFC

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

MetricSCHDTPFCWinner
Expense Ratio0.06%0.59%
AUM$103.7B-
Dividend Yield3.31%-
Holdings10451
YTD Return+24.26%+8.61%
1Y Return+31.38%-
3Y Return (annualized)+15.08%-
5Y Return (annualized)+9.72%-
Volatility (annualized)13.6%-
Max Drawdown-33.4%-5.8%
Fund FamilyCharles Schwab Asset ManagementTimothy Plan
CategoryEquityEquity
InceptionOct 20, 2011May 5, 2026

SCHD vs TPFC Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Timothy Plan Free Cash Flow ETF (TPFC) is a ETF from Timothy Plan. Year to date, SCHD is up 24.26% versus a gain of 8.61% for TPFC.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -33.4% for SCHD and -5.8% for TPFC. 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 TPFC charges 0.59%. On a $10,000 position that is $6 vs $59 annually, a gap of $53 per year that compounds over a long holding period.

Holdings Overlap

4.0%overlap

SCHD and TPFC share 3 holdings out of 147 unique holdings combined, representing a 4.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SCHDWeight in TPFCDifference
SLB:CW1.80%2.85%1.05%
DVN1.31%3.17%1.86%
PAYX0.93%2.64%1.71%

Frequently Asked Questions

Which is cheaper, SCHD or TPFC?

SCHD has an expense ratio of 0.06% while TPFC charges 0.59%. SCHD is the cheaper option. On a $10,000 investment, that is $53 per year of difference.

What is the holdings overlap between SCHD and TPFC?

SCHD and TPFC share 3 common holdings with a 4.0% weight overlap. Combined, they hold 147 unique securities.

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