SCHD vs TRUU

SCHD vs TRUU

Which is better, SCHD or TRUU?

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 58.2%.

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

MetricSCHDTRUU
Expense Ratio0.06%Best0.10%
AUM$112.1B$245,363.63
Dividend Yield3.00%0.00%
Holdings10332
YTD Return+24.96%Best-5.23%
1Y Return+28.75%-
3Y Return (annualized)+15.71%-
5Y Return (annualized)+9.86%-
Top 10 Weight41.8%Best58.2%
Fund FamilyCharles Schwab Asset ManagementVanEck
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Value
InceptionOct 20, 2011Jul 7, 2026

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

SCHD vs TRUU 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 TRUU Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and VanEck Utilities TruSector ETF (TRUU) is an ETF from VanEck. Year to date, SCHD is up 24.96% versus a loss of 5.23% for TRUU.

Past performance does not guarantee future results.

Fees and Cost Over Time

SCHD charges 0.06% per year while TRUU charges 0.10%. On a $10,000 position that is $6 vs $10 annually, a gap of $4 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 0.00% for TRUU.

Holdings Overlap

We hold position weights for 100 holdings in SCHD and 31 in TRUU, totalling 100.0% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 100 positions we hold weights for in SCHD and 31 in TRUU, against full books of 103 and 32.

What only one of them owns

Measured across the 100 and 31 positions we hold weights for.

SCHD holds 99 positions TRUU does not, 99.9% of the fund.

Largest: MRK 4.77%, AMGN 4.70%, ABT 4.69%, KO 4.17%, CVX 4.02%

You are not choosing between two funds in isolation.

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

SCHDTRUU

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or TRUU?

SCHD has an expense ratio of 0.06% while TRUU charges 0.10%. SCHD is the cheaper option, by $4 a year on a $10,000 investment.

Which pays a higher dividend, SCHD or TRUU?

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

Is TRUU 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 58.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.