SCHD vs TPUT

SCHD vs TPUT
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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

MetricSCHDTPUTWinner
Expense Ratio0.06%0.25%
AUM$108.7B$28M
Dividend Yield3.13%0.73%
Holdings1040
YTD Return+26.54%+1.30%
1Y Return+30.90%-
3Y Return (annualized)+16.29%-
5Y Return (annualized)+9.65%-
Volatility (annualized)13.6%-
Max Drawdown-33.4%-0.2%
Fund FamilyCharles Schwab Asset ManagementT.Rowe Price
CategoryEquityEquity
InceptionOct 20, 2011Jun 10, 2026

SCHD vs TPUT Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and T. Rowe Price Capital Appreciation Market Opportunities ETF (TPUT) is a ETF from T.Rowe Price. Year to date, SCHD is up 26.54% versus a gain of 1.30% for TPUT.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -33.4% for SCHD and -0.2% for TPUT. 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 TPUT charges 0.25%. On a $10,000 position that is $6 vs $25 annually, a gap of $19 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 0.73% for TPUT.

Frequently Asked Questions

Which is cheaper, SCHD or TPUT?

SCHD has an expense ratio of 0.06% while TPUT charges 0.25%. SCHD is the cheaper option. On a $10,000 investment, that is $19 per year of difference.

Which pays a higher dividend, SCHD or TPUT?

SCHD yields 3.13% while TPUT yields 0.73%, so SCHD currently pays the higher dividend yield.

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