SCHD vs TRUC

SCHD vs TRUC
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

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

MetricSCHDTRUCWinner
Expense Ratio0.06%0.14%
AUM$108.7B$50M
Dividend Yield3.13%0.23%
Holdings1047
YTD Return+26.54%+2.11%
1Y Return+30.90%-
3Y Return (annualized)+16.29%-
5Y Return (annualized)+9.65%-
Volatility (annualized)13.6%-
Max Drawdown-33.4%-12.4%
Fund FamilyCharles Schwab Asset ManagementVanEck
CategoryEquityEquity
InceptionOct 20, 2011Feb 18, 2026

SCHD vs TRUC Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and VanEck Communication Services TruSector ETF (TRUC) is a ETF from VanEck. Year to date, SCHD is up 26.54% versus a gain of 2.11% for TRUC.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -33.4% for SCHD and -12.4% for TRUC. 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 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 3.13% against 0.23% for TRUC.

Holdings Overlap

0.5%overlap

SCHD and TRUC share 1 holdings out of 106 unique holdings combined, representing a 0.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SCHDWeight in TRUCDifference
VZ3.84%0.54%3.30%

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. On a $10,000 investment, that is $8 per year of difference.

What is the holdings overlap between SCHD and TRUC?

SCHD and TRUC share 1 common holdings with a 0.5% weight overlap. Combined, they hold 106 unique securities.

Which pays a higher dividend, SCHD or TRUC?

SCHD yields 3.13% while TRUC yields 0.23%, so SCHD currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free