SCHD vs TSLW

SCHD vs TSLW

Which is better, SCHD or TSLW?

Large Cap Value against Large Cap Blend.

SCHD has a lower expense ratio. SCHD led over 1Y and the full window.

Lower Fees: SCHDHigher Returns: 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

MetricSCHDTSLW
Expense Ratio0.06%Best0.99%
AUM$112.1B$73M
Dividend Yield3.00%96.88%
Holdings1035
YTD Return+24.59%Best-37.06%
1Y Return+28.14%Best-18.81%
3Y Return (annualized)+15.58%-
5Y Return (annualized)+9.90%-
Volatility (annualized)13.8%Best58.1%
Max Drawdown-14.0%Best-54.3%
$10,000 over 1.6 years$12,831Best$9,053
Fund FamilyCharles Schwab Asset ManagementRoundhill Investments
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionOct 20, 2011Feb 19, 2025

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.6 years row, are measured over the window both funds cover: Feb 19, 2025 to Sep 10, 2026 (1.6 years).

SCHD vs TSLW 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 covers the 1.6 years both funds cover.

SCHD vs TSLW Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Roundhill TSLA WeeklyPay ETF (TSLW) is an ETF from Roundhill Investments. Over the past year SCHD returned +28.14% while TSLW returned -18.81%. Year to date, SCHD is up 24.59% versus a loss of 37.06% for TSLW.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TSLW has been the more volatile fund, with annualized monthly volatility of 58.1% compared with 13.8% 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 -14.0% for SCHD and -54.3% for TSLW. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at -0.25. They move largely independently of each other.

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 3.00% against 96.88% for TSLW.

Holdings Overlap

We hold position weights for 100 holdings in SCHD and 2 in TSLW, totalling 100.0% and 26.1% 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 2 in TSLW, against full books of 103 and 5.

You are not choosing between two funds in isolation.

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

SCHDTSLW

Free for up to 10 holdings. No account needed.

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, by $93 a year on a $10,000 investment.

Which performed better, SCHD or TSLW?

Over the past year SCHD returned +28.14% vs -18.81% for TSLW, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), SCHD annualized +16.86% vs -6.03% for TSLW. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SCHD or TSLW?

TSLW has been the more volatile fund at 58.1% annualized versus 13.8% for SCHD. Worst drawdown: SCHD -14.0% vs TSLW -54.3%.

Should I hold both SCHD and TSLW?

SCHD and TSLW have a monthly-return correlation of -0.25, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, SCHD or TSLW?

SCHD yields 3.00% while TSLW yields 96.88%, so TSLW currently pays the higher dividend yield.

Is TSLW better than SCHD?

SCHD has a lower expense ratio. SCHD led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.