SCHD vs TSLW

Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: SCHD

Side-by-Side Comparison

MetricSCHDTSLWWinner
Expense Ratio0.06%0.99%
AUM$103.7B$66M
Dividend Yield3.31%13.00%
Holdings1045
YTD Return+26.21%-39.32%
1Y Return+29.99%-19.63%
3Y Return (annualized)+15.73%-
5Y Return (annualized)+9.67%-
Volatility (annualized)13.6%58.9%
Max Drawdown-33.4%-54.3%
Fund FamilyCharles Schwab Asset ManagementRoundhill Investments
CategoryEquityEquity
InceptionOct 20, 2011Feb 19, 2025

SCHD vs TSLW Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Roundhill TSLA WeeklyPay ETF (TSLW) is a ETF from Roundhill Investments. Over the past year SCHD returned +29.99% while TSLW returned -19.63%. Year to date, SCHD is up 26.21% versus a loss of 39.32% for TSLW.

Risk: Volatility and Drawdowns

TSLW has been the more volatile fund, with annualized monthly volatility of 58.9% 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 -54.3% for TSLW. 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 -0.31. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SCHD charges 0.06% per year while TSLW charges 0.99%. On a $10,000 position that is $6 vs $99 annually, a gap of $93 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 13.00% for TSLW.

Holdings Overlap

0.0%overlap

SCHD and TSLW share 0 holdings out of 102 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 TSLW?

SCHD has an expense ratio of 0.06% while TSLW charges 0.99%. SCHD is the cheaper option. On a $10,000 investment, that is $93 per year of difference.

Which performed better, SCHD or TSLW?

Over the past year SCHD returned +29.99% vs -19.63% for TSLW, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), SCHD annualized +11.50% vs -8.63% for TSLW. Past performance does not guarantee future results.

Which is riskier, SCHD or TSLW?

TSLW has been the more volatile fund at 58.9% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs TSLW -54.3%.

Should I hold both SCHD and TSLW?

SCHD and TSLW have a monthly-return correlation of -0.31, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SCHD and TSLW?

SCHD and TSLW share 0 common holdings with a 0.0% weight overlap. Combined, they hold 102 unique securities.

Which pays a higher dividend, SCHD or TSLW?

SCHD yields 3.31% while TSLW yields 13.00%, so TSLW currently pays the higher dividend yield.

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