SCHD vs TSCV

SCHD vs TSCV

Which is better, SCHD or TSCV?

Large Cap Value against Small Cap Value.

SCHD has a lower expense ratio. SCHD led over 1Y. TSCV is less concentrated, with 24.8% of the fund in its ten largest positions against 41.5%.

Lower Fees: SCHDHigher Returns (1Y): SCHDLess Concentrated: TSCV

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

MetricSCHDTSCV
Expense Ratio0.06%Best0.60%
AUM$112.2B$181M
Dividend Yield3.13%0.23%
Holdings10361
YTD Return+27.56%Best+16.79%
1Y Return+30.29%-
3Y Return (annualized)+16.37%-
5Y Return (annualized)+10.23%-
Top 10 Weight41.5%24.8%Best
Fund FamilyCharles Schwab Asset ManagementThrivent Funds
CategoryEquityEquity
StyleLarge Cap ValueSmall Cap Value
InceptionOct 20, 2011Nov 17, 2025

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

SCHD vs TSCV 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 TSCV Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Thrivent Small Cap Value ETF (TSCV) is an ETF from Thrivent Funds. Year to date, SCHD is up 27.56% versus a gain of 16.79% for TSCV.

Past performance does not guarantee future results.

Fees and Cost Over Time

SCHD charges 0.06% per year while TSCV charges 0.60%. On a $10,000 position that is $6 vs $60 annually, a gap of $54 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 0.23% for TSCV.

Holdings Overlap

SCHD already in TSCV0.3%
TSCV already in SCHD4.6%

0.3% of SCHD's money is in holdings TSCV also owns. 4.6% of TSCV's money is in holdings SCHD also owns.

TSCV and SCHD share little of their money.

2 positions in common, counted across the 100 positions we hold weights for in SCHD and 59 in TSCV, against full books of 103 and 61.

What only one of them owns

Our book lists 53 positions for TSCV that do not appear in our book for SCHD (88.0% of the fund), and 97 for SCHD that do not appear in TSCV (99.5%).

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 TSCVDifference
KFYKorn Ferry0.11%2.51%2.40%
ORIOld Republic International Corp0.24%2.05%1.81%

You are not choosing between two funds in isolation.

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

SCHDTSCV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or TSCV?

SCHD has an expense ratio of 0.06% while TSCV charges 0.60%. SCHD is the cheaper option, by $54 a year on a $10,000 investment.

What is the holdings overlap between SCHD and TSCV?

4.6% of TSCV's money is in holdings SCHD also owns. 4.6% of TSCV's is in holdings SCHD also owns. They hold 2 positions in common, counted across the 100 positions we hold weights for in SCHD and 59 in TSCV.

Which pays a higher dividend, SCHD or TSCV?

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

Is TSCV better than SCHD?

SCHD has a lower expense ratio. SCHD led over 1Y. TSCV is less concentrated, with 24.8% of the fund in its ten largest positions against 41.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.