SCHD vs TRUO

SCHD vs TRUO

Which is better, SCHD or TRUO?

SCHD costs less.

SCHD has a lower expense ratio. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 94.5%.

Lower Fees: SCHDLess Concentrated: 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

MetricSCHDTRUO
Expense Ratio0.06%Best0.14%
AUM$112.1B$263,391.86
Dividend Yield3.00%0.00%
Holdings10336
YTD Return+24.59%Best+0.65%
1Y Return+28.14%-
3Y Return (annualized)+15.58%-
5Y Return (annualized)+9.90%-
Top 10 Weight41.8%Best94.5%
Fund FamilyCharles Schwab Asset ManagementVanEck
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Value
InceptionOct 20, 2011Jun 2, 2026

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

SCHD vs TRUO 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 TRUO Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and VanEck Consumer Staples TruSector ETF (TRUO) is an ETF from VanEck. Year to date, SCHD is up 24.59% versus a gain of 0.65% for TRUO.

Past performance does not guarantee future results.

Fees and Cost Over Time

SCHD charges 0.06% per year while TRUO 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 0.00% for TRUO.

Holdings Overlap

SCHD already in TRUO18.3%
TRUO already in SCHD25.0%

18.3% of SCHD's money is in holdings TRUO also owns. 25.0% of TRUO's money is in holdings SCHD also owns.

TRUO and SCHD share little of their money.

8 positions in common, counted across the 100 positions we hold weights for in SCHD and 35 in TRUO, against full books of 103 and 36.

What only one of them owns

Our book lists 25 positions for TRUO that do not appear in our book for SCHD (74.4% of the fund), and 91 for SCHD that do not appear in TRUO (81.7%).

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 TRUODifference
KOCoca Cola Co.4.17%8.46%4.29%
PGProcter & Gamble Company3.83%8.48%4.65%
PEPPepsico Inc.3.64%4.63%0.99%
MOAltria Group Inc.2.79%2.15%0.64%
TGTTarget Corp.1.78%0.58%1.20%
KMBKimberly-Clark Corp.0.87%0.29%0.58%
HSYHershey Co.0.64%0.21%0.43%
GISGeneral Mills Inc.0.54%0.18%0.36%

25.0% of TRUO is already inside SCHD.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

SCHDTRUO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or TRUO?

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

25.0% of TRUO's money is in holdings SCHD also owns. 25.0% of TRUO's is in holdings SCHD also owns. They hold 8 positions in common, counted across the 100 positions we hold weights for in SCHD and 35 in TRUO.

Which pays a higher dividend, SCHD or TRUO?

SCHD yields 3.00% while TRUO yields 0.00%, so SCHD currently pays the higher dividend yield.

Is TRUO better than SCHD?

SCHD has a lower expense ratio. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 94.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.