SCHD vs TROT
Schwab US Dividend Equity ETF vs Invesco MSCI Treasury Duration Rotation ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | SCHD | TROT | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.15% | |
| AUM | $103.7B | $980,091.3 | |
| Dividend Yield | 3.31% | 1.16% | |
| Holdings | 104 | 90 | |
| YTD Return | +25.58% | -0.13% | |
| 1Y Return | +31.06% | - | |
| 3Y Return (annualized) | +15.55% | - | |
| 5Y Return (annualized) | +9.61% | - | |
| Volatility (annualized) | 13.6% | - | |
| Max Drawdown | -33.4% | -1.3% | |
| Fund Family | Charles Schwab Asset Management | Invesco (US) | |
| Category | Equity | Fixed Income | |
| Inception | Oct 20, 2011 | Feb 25, 2026 |
SCHD vs TROT Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Invesco MSCI Treasury Duration Rotation ETF (TROT) is a ETF from Invesco (US). Year to date, SCHD is up 25.58% versus a loss of 0.13% for TROT.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -33.4% for SCHD and -1.3% for TROT. 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 TROT charges 0.15%. On a $10,000 position that is $6 vs $15 annually, a gap of $9 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 1.16% for TROT.
Holdings Overlap
SCHD and TROT share 0 holdings out of 175 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SCHD or TROT?
SCHD has an expense ratio of 0.06% while TROT charges 0.15%. SCHD is the cheaper option. On a $10,000 investment, that is $9 per year of difference.
What is the holdings overlap between SCHD and TROT?
SCHD and TROT share 0 common holdings with a 0.0% weight overlap. Combined, they hold 175 unique securities.
Which pays a higher dividend, SCHD or TROT?
SCHD yields 3.31% while TROT yields 1.16%, so SCHD currently pays the higher dividend yield.
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