SCHD vs TTT

SCHD vs TTT

Which is better, SCHD or TTT?

Large Cap Value against Trading-Inverse Debt.

SCHD has a lower expense ratio. SCHD led over 1Y, 3Y and the full window, TTT over 5Y.

Lower Fees: SCHDHigher Returns: split

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

MetricSCHDTTT
Expense Ratio0.06%Best0.95%
AUM$112.1B$17M
Dividend Yield3.00%8.53%
Holdings10310
YTD Return+23.60%Best+16.23%
1Y Return+28.29%Best+20.08%
3Y Return (annualized)+16.25%Best+1.30%
5Y Return (annualized)+10.25%+25.64%Best
Volatility (annualized)13.8%Best38.9%
Max Drawdown-33.4%Best-94.1%
$10,000 over 5 years$16,289$31,307Best
Fund FamilyCharles Schwab Asset ManagementProShares
CategoryEquityAlternative
StyleLarge Cap ValueTrading-Inverse Debt
InceptionOct 20, 2011Mar 27, 2012

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Mar 29, 2012 to Sep 21, 2026 (14.5 years).

SCHD vs TTT 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 14.5 years both funds cover.

SCHD vs TTT Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and ProShares UltraPro Short 20 Year Treasury (TTT) is an ETF from ProShares. Over the past year SCHD returned +28.29% while TTT returned +20.08%. Year to date, SCHD is up 23.60% versus a gain of 16.23% for TTT.

Over three years, SCHD compounded at +16.25% per year against +1.30% for TTT; over five years the annualized figures are +10.25% and +25.64% respectively. Across the full 15-year window we track, SCHD has the edge at +10.79% annualized vs -9.25%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TTT has been the more volatile fund, with annualized monthly volatility of 38.9% 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 -33.4% for SCHD and -94.1% for TTT. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.00. They move largely independently of each other.

Fees and Cost Over Time

SCHD charges 0.06% per year while TTT charges 0.95%. On a $10,000 position that is $6 vs $95 annually, a gap of $89 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 8.53% for TTT.

Holdings Overlap

We hold position weights for 100 holdings in SCHD and 1 in TTT, totalling 100.0% and 71.3% 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 1 in TTT, against full books of 103 and 10.

You are not choosing between two funds in isolation.

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

SCHDTTT

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or TTT?

SCHD has an expense ratio of 0.06% while TTT charges 0.95%. SCHD is the cheaper option, by $89 a year on a $10,000 investment.

Which performed better, SCHD or TTT?

Over the past year SCHD returned +28.29% vs +20.08% for TTT, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), SCHD annualized +10.79% vs -9.25% for TTT. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SCHD or TTT?

TTT has been the more volatile fund at 38.9% annualized versus 13.8% for SCHD. Worst drawdown: SCHD -33.4% vs TTT -94.1%.

Should I hold both SCHD and TTT?

SCHD and TTT have a monthly-return correlation of 0.00, 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 TTT?

SCHD yields 3.00% while TTT yields 8.53%, so TTT currently pays the higher dividend yield.

Is TTT better than SCHD?

SCHD has a lower expense ratio. SCHD led over 1Y, 3Y and the full window, TTT over 5Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.