SCHD vs TPUT

SCHD vs TPUT

Which is better, SCHD or TPUT?

Large Cap Value against Large Cap Blend.

SCHD has a lower expense ratio.

Lower Fees: 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

MetricSCHDTPUT
Expense Ratio0.06%Best0.25%
AUM$112.2B$30M
Dividend Yield3.13%0.73%
Holdings10333
YTD Return+27.56%Best+1.25%
1Y Return+30.29%-
3Y Return (annualized)+16.37%-
5Y Return (annualized)+10.23%-
Fund FamilyCharles Schwab Asset ManagementT.Rowe Price
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionOct 20, 2011Jun 10, 2026

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

SCHD vs TPUT 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 TPUT Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and T. Rowe Price Capital Appreciation Market Opportunities ETF (TPUT) is an ETF from T.Rowe Price. Year to date, SCHD is up 27.56% versus a gain of 1.25% for TPUT.

Past performance does not guarantee future results.

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.

You are not choosing between two funds in isolation.

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

SCHDTPUT

Free for up to 10 holdings. No account needed.

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, by $19 a year on a $10,000 investment.

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.

Is TPUT better than SCHD?

SCHD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.