SCHD vs TPRY

SCHD vs TPRY

Which is better, SCHD or TPRY?

Large Cap Value against Large Cap Blend.

SCHD has a lower expense ratio. SCHD is less concentrated, with 41.5% of the fund in its ten largest positions against 65.9%.

Lower Fees: SCHDLess Concentrated: 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

MetricSCHDTPRY
Expense Ratio0.06%Best0.95%
AUM$112.2B$4M
Dividend Yield3.13%6.64%
Holdings10363
YTD Return+28.59%Best+1.70%
1Y Return+31.77%-
3Y Return (annualized)+16.70%-
5Y Return (annualized)+10.09%-
Top 10 Weight41.5%Best65.9%
Fund FamilyCharles Schwab Asset ManagementVistaShares
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionOct 20, 2011Feb 26, 2026

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

SCHD vs TPRY 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 TPRY Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and VistaShares Target 15 TEPRTantrum Contrarian Distribution ETF (TPRY) is an ETF from VistaShares. Year to date, SCHD is up 28.59% versus a gain of 1.70% for TPRY.

Past performance does not guarantee future results.

Fees and Cost Over Time

SCHD charges 0.06% per year while TPRY charges 0.95%. On a $10,000 position that is $6 vs $95 annually, a gap of $89 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 6.64% for TPRY.

Holdings Overlap

SCHD already in TPRY2.5%
TPRY already in SCHD1.9%

2.5% of SCHD's money is in holdings TPRY also owns. 1.9% of TPRY's money is in holdings SCHD also owns.

SCHD and TPRY share little of their money.

1 positions in common, counted across the 100 positions we hold weights for in SCHD and 21 in TPRY, against full books of 103 and 63.

What only one of them owns

Our book lists 15 positions for TPRY that do not appear in our book for SCHD (76.7% of the fund), and 98 for SCHD that do not appear in TPRY (97.3%).

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 TPRYDifference
QCOMQualcomm Inc.2.55%1.93%0.62%

You are not choosing between two funds in isolation.

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

SCHDTPRY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or TPRY?

SCHD has an expense ratio of 0.06% while TPRY charges 0.95%. SCHD is the cheaper option, by $89 a year on a $10,000 investment.

What is the holdings overlap between SCHD and TPRY?

2.5% of SCHD's money is in holdings TPRY also owns. 1.9% of TPRY's is in holdings SCHD also owns. They hold 1 positions in common, counted across the 100 positions we hold weights for in SCHD and 21 in TPRY.

Which pays a higher dividend, SCHD or TPRY?

SCHD yields 3.13% while TPRY yields 6.64%, so TPRY currently pays the higher dividend yield.

Is TPRY better than SCHD?

SCHD has a lower expense ratio. SCHD is less concentrated, with 41.5% of the fund in its ten largest positions against 65.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.