SCHD vs TRUC

SCHD vs TRUC

Which is better, SCHD or TRUC?

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

MetricSCHDTRUC
Expense Ratio0.06%Best0.14%
AUM$112.1B$50M
Dividend Yield3.00%0.23%
Holdings1038
YTD Return+21.33%Best+4.96%
1Y Return+25.15%-
3Y Return (annualized)+15.43%-
5Y Return (annualized)+9.32%-
Top 10 Weight41.8%-
Fund FamilyCharles Schwab Asset ManagementVanEck
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionOct 20, 2011Feb 18, 2026

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

SCHD vs TRUC 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 TRUC Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and VanEck Communication Services TruSector ETF (TRUC) is an ETF from VanEck. Year to date, SCHD is up 21.33% versus a gain of 4.96% for TRUC.

Past performance does not guarantee future results.

Fees and Cost Over Time

SCHD charges 0.06% per year while TRUC charges 0.14%. On a $10,000 position that is $6 vs $14 annually, a gap of $8 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 0.23% for TRUC.

Holdings Overlap

SCHD already in TRUC4.0%
TRUC already in SCHD0.6%

4.0% of SCHD's money is in holdings TRUC also owns. 0.6% of TRUC's money is in holdings SCHD also owns.

SCHD and TRUC share little of their money.

1 positions in common, counted across the 100 positions we hold weights for in SCHD and 7 in TRUC, against full books of 103 and 8.

What only one of them owns

Our book lists 6 positions for TRUC that do not appear in our book for SCHD (99.5% of the fund), and 98 for SCHD that do not appear in TRUC (96.0%).

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 TRUCDifference
VZVerizon Communic3.97%0.59%3.38%

You are not choosing between two funds in isolation.

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

SCHDTRUC

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or TRUC?

SCHD has an expense ratio of 0.06% while TRUC charges 0.14%. SCHD is the cheaper option, by $8 a year on a $10,000 investment.

What is the holdings overlap between SCHD and TRUC?

4.0% of SCHD's money is in holdings TRUC also owns. 0.6% of TRUC'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 7 in TRUC.

Which pays a higher dividend, SCHD or TRUC?

SCHD yields 3.00% while TRUC yields 0.23%, so SCHD currently pays the higher dividend yield.

Is TRUC 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.