SCHD vs TSMU

Quick Verdict

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

Lower Fees: SCHDHigher Returns: TSMUMore Diversified: SCHD

Side-by-Side Comparison

MetricSCHDTSMUWinner
Expense Ratio0.06%1.50%
AUM$103.7B$58M
Dividend Yield3.31%0.00%
Holdings1042
YTD Return+25.33%+40.45%
1Y Return+32.31%+122.31%
3Y Return (annualized)+15.40%-
5Y Return (annualized)+9.70%-
Volatility (annualized)13.6%73.0%
Max Drawdown-33.4%-63.7%
Fund FamilyCharles Schwab Asset ManagementGraniteShares
CategoryEquityAlternative
InceptionOct 20, 2011Nov 11, 2024

SCHD vs TSMU Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and GraniteShares 2x Long TSM Daily ETF (TSMU) is a ETF from GraniteShares. Over the past year SCHD returned +32.31% while TSMU returned +122.31%. Year to date, SCHD is up 25.33% versus a gain of 40.45% for TSMU.

Risk: Volatility and Drawdowns

TSMU has been the more volatile fund, with annualized monthly volatility of 73.0% 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 -63.7% for TSMU. 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 0.01. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SCHD charges 0.06% per year while TSMU charges 1.50%. On a $10,000 position that is $6 vs $150 annually, a gap of $144 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 0.00% for TSMU.

Holdings Overlap

0.0%overlap

SCHD and TSMU 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 TSMU?

SCHD has an expense ratio of 0.06% while TSMU charges 1.50%. SCHD is the cheaper option. On a $10,000 investment, that is $144 per year of difference.

Which performed better, SCHD or TSMU?

Over the past year SCHD returned +32.31% vs +122.31% for TSMU, so TSMU leads on 1-year performance. Over the longest common window we track (2 years), SCHD annualized +11.45% vs +80.30% for TSMU. Past performance does not guarantee future results.

Which is riskier, SCHD or TSMU?

TSMU has been the more volatile fund at 73.0% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs TSMU -63.7%.

Should I hold both SCHD and TSMU?

SCHD and TSMU have a monthly-return correlation of 0.01, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SCHD and TSMU?

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

Which pays a higher dividend, SCHD or TSMU?

SCHD yields 3.31% while TSMU yields 0.00%, so SCHD currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.