SCHD vs TSYY

SCHD vs TSYY

Which is better, SCHD or TSYY?

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

MetricSCHDTSYY
Expense Ratio0.06%Best1.15%
AUM$112.1B$61M
Dividend Yield3.00%213.60%
Holdings1036
YTD Return+23.60%Best-15.05%
1Y Return+28.29%Best-21.64%
3Y Return (annualized)+16.25%-
5Y Return (annualized)+10.25%-
Volatility (annualized)13.3%Best34.3%
Max Drawdown-14.0%Best-40.4%
$10,000 over 1.8 years$13,241Best$9,025
Fund FamilyCharles Schwab Asset ManagementGraniteShares
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionOct 20, 2011Dec 18, 2024

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Dec 18, 2024 to Sep 21, 2026 (1.8 years).

SCHD vs TSYY 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 1.8 years both funds cover.

SCHD vs TSYY Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and GraniteShares YieldBOOST TSLA ETF (TSYY) is an ETF from GraniteShares. Over the past year SCHD returned +28.29% while TSYY returned -21.64%. Year to date, SCHD is up 23.60% versus a loss of 15.05% for TSYY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TSYY has been the more volatile fund, with annualized monthly volatility of 34.3% compared with 13.3% 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 -40.4% for TSYY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at -0.11. They move largely independently of each other.

Fees and Cost Over Time

SCHD charges 0.06% per year while TSYY charges 1.15%. On a $10,000 position that is $6 vs $115 annually, a gap of $109 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 213.60% for TSYY.

You are not choosing between two funds in isolation.

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

SCHDTSYY

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Frequently Asked Questions

Which is cheaper, SCHD or TSYY?

SCHD has an expense ratio of 0.06% while TSYY charges 1.15%. SCHD is the cheaper option, by $109 a year on a $10,000 investment.

Which performed better, SCHD or TSYY?

Over the past year SCHD returned +28.29% vs -21.64% for TSYY, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), SCHD annualized +16.88% vs -5.54% for TSYY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SCHD or TSYY?

TSYY has been the more volatile fund at 34.3% annualized versus 13.3% for SCHD. Worst drawdown: SCHD -14.0% vs TSYY -40.4%.

Should I hold both SCHD and TSYY?

SCHD and TSYY have a monthly-return correlation of -0.11, 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 TSYY?

SCHD yields 3.00% while TSYY yields 213.60%, so TSYY currently pays the higher dividend yield.

Is TSYY 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.