SCHD vs TPLE

SCHD vs TPLE

Which is better, SCHD or TPLE?

Large Cap Value against Mid Cap Blend.

SCHD has a lower expense ratio. SCHD led over 1Y and the full window.

Lower Fees: SCHDHigher Returns: SCHD

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

MetricSCHDTPLE
Expense Ratio0.06%Best0.52%
AUM$112.1B$18M
Dividend Yield3.00%1.01%
Holdings103279
Volatility (annualized)14.8%13.0%Best
Max Drawdown-16.9%Best-21.6%
$10,000 over 4.2 years$12,557Best$11,517
Fund FamilyCharles Schwab Asset ManagementTimothy Plan
CategoryEquityEquity
StyleLarge Cap ValueMid Cap Blend
InceptionOct 20, 2011Jul 28, 2021

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 355 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. SCHD has data through Sep 23, 2026 and TPLE through Oct 3, 2025.

Volatility and max drawdown, and the $10,000 over 4.2 years row, are measured over the window both funds cover: Jul 29, 2021 to Oct 3, 2025 (4.2 years).

Risk: Volatility and Drawdowns

SCHD has been the more volatile fund, with annualized monthly volatility of 14.8% compared with 13.0% for TPLE. 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 -16.9% for SCHD and -21.6% for TPLE. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SCHD charges 0.06% per year while TPLE charges 0.52%. On a $10,000 position that is $6 vs $52 annually, a gap of $46 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 1.01% for TPLE.

You are not choosing between two funds in isolation.

Whichever of SCHD and TPLE you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SCHDTPLE

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or TPLE?

SCHD has an expense ratio of 0.06% while TPLE charges 0.52%. SCHD is the cheaper option, by $46 a year on a $10,000 investment.

Which is riskier, SCHD or TPLE?

SCHD has been the more volatile fund at 14.8% annualized versus 13.0% for TPLE. Worst drawdown: SCHD -16.9% vs TPLE -21.6%.

Should I hold both SCHD and TPLE?

SCHD and TPLE have a monthly-return correlation of 0.79, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, SCHD or TPLE?

SCHD yields 3.00% while TPLE yields 1.01%, so SCHD currently pays the higher dividend yield.

Is TPLE better than SCHD?

SCHD has a lower expense ratio. SCHD led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.