SCHD vs TSLP

SCHD vs TSLP
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Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: SCHD

Side-by-Side Comparison

MetricSCHDTSLPWinner
Expense Ratio0.06%1.00%
AUM$108.7B$16M
Dividend Yield3.13%38.82%
Holdings10411
YTD Return+27.93%-37.89%
1Y Return+30.06%-24.12%
3Y Return (annualized)+16.25%-
5Y Return (annualized)+10.03%-
Volatility (annualized)13.6%50.0%
Max Drawdown-33.4%-67.7%
Fund FamilyCharles Schwab Asset ManagementKurv
CategoryEquityAlternative
InceptionOct 20, 2011Oct 27, 2023

SCHD vs TSLP Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Kurv Yield Premium Strategy Tesla ETF (TSLP) is a ETF from Kurv. Over the past year SCHD returned +30.06% while TSLP returned -24.12%. Year to date, SCHD is up 27.93% versus a loss of 37.89% for TSLP.

Risk: Volatility and Drawdowns

TSLP has been the more volatile fund, with annualized monthly volatility of 50.0% compared with 13.6% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -33.4% for SCHD and -67.7% for TSLP. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at -0.15. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SCHD charges 0.06% per year while TSLP charges 1.00%. On a $10,000 position that is $6 vs $100 annually, a gap of $94 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 38.82% for TSLP.

Holdings Overlap

0.0%overlap

SCHD and TSLP share 0 holdings out of 101 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 TSLP?

SCHD has an expense ratio of 0.06% while TSLP charges 1.00%. SCHD is the cheaper option. On a $10,000 investment, that is $94 per year of difference.

Which performed better, SCHD or TSLP?

Over the past year SCHD returned +30.06% vs -24.12% for TSLP, so SCHD leads on 1-year performance. Over the longest common window we track (3 years), SCHD annualized +11.56% vs -17.46% for TSLP. Past performance does not guarantee future results.

Which is riskier, SCHD or TSLP?

TSLP has been the more volatile fund at 50.0% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs TSLP -67.7%.

Should I hold both SCHD and TSLP?

SCHD and TSLP have a monthly-return correlation of -0.15, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SCHD and TSLP?

SCHD and TSLP share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.

Which pays a higher dividend, SCHD or TSLP?

SCHD yields 3.13% while TSLP yields 38.82%, so TSLP currently pays the higher dividend yield.

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