SCHD vs TPRY

Quick Verdict

SCHD has a lower expense ratio. SCHD offers more diversification with 104 holdings.

Lower Fees: SCHDHigher Returns: TiedMore Diversified: SCHD

Side-by-Side Comparison

MetricSCHDTPRYWinner
Expense Ratio0.06%0.95%
AUM$108.7B$4M
Dividend Yield3.13%6.64%
Holdings10463
YTD Return+26.54%+5.36%
1Y Return+30.90%-
3Y Return (annualized)+16.29%-
5Y Return (annualized)+9.65%-
Volatility (annualized)13.6%-
Max Drawdown-33.4%-14.5%
Fund FamilyCharles Schwab Asset ManagementVistaShares
CategoryEquityEquity
InceptionOct 20, 2011Feb 26, 2026

SCHD vs TPRY Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and VistaShares Target 15 TEPRTantrum Contrarian Distribution ETF (TPRY) is a ETF from VistaShares. Year to date, SCHD is up 26.54% versus a gain of 5.36% for TPRY.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -33.4% for SCHD and -14.5% for TPRY. 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 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

2.1%overlap

SCHD and TPRY share 1 holdings out of 119 unique holdings combined, representing a 2.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SCHDWeight in TPRYDifference
QCOM2.55%2.11%0.44%

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. On a $10,000 investment, that is $89 per year of difference.

What is the holdings overlap between SCHD and TPRY?

SCHD and TPRY share 1 common holdings with a 2.1% weight overlap. Combined, they hold 119 unique securities.

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.

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