SCHD vs TRUM

SCHD vs TRUM
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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

MetricSCHDTRUMWinner
Expense Ratio0.06%0.15%
AUM$108.7B$252,049.96
Dividend Yield3.13%0.00%
Holdings10427
YTD Return+26.54%+4.26%
1Y Return+30.90%-
3Y Return (annualized)+16.29%-
5Y Return (annualized)+9.65%-
Volatility (annualized)13.6%-
Max Drawdown-33.4%-3.4%
Fund FamilyCharles Schwab Asset ManagementVanEck
CategoryEquityEquity
InceptionOct 20, 2011Jul 7, 2026

SCHD vs TRUM Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and VanEck Materials TruSector ETF (TRUM) is a ETF from VanEck. Year to date, SCHD is up 26.54% versus a gain of 4.26% for TRUM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -33.4% for SCHD and -3.4% for TRUM. 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 TRUM 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 3.13% against 0.00% for TRUM.

Holdings Overlap

0.0%overlap

SCHD and TRUM share 0 holdings out of 127 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 TRUM?

SCHD has an expense ratio of 0.06% while TRUM 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 TRUM?

SCHD and TRUM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 127 unique securities.

Which pays a higher dividend, SCHD or TRUM?

SCHD yields 3.13% while TRUM yields 0.00%, so SCHD currently pays the higher dividend yield.

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