SCHD vs TUR
Schwab US Dividend Equity ETF vs iShares MSCI Turkey ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | SCHD | TUR | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.59% | |
| AUM | $108.7B | $221M | |
| Dividend Yield | 3.13% | 2.23% | |
| Holdings | 104 | 77 | |
| YTD Return | +26.50% | +14.82% | |
| 1Y Return | +31.25% | +17.52% | |
| 3Y Return (annualized) | +16.34% | +5.10% | |
| 5Y Return (annualized) | +10.10% | +14.55% | |
| Volatility (annualized) | 13.6% | 33.8% | |
| Max Drawdown | -33.4% | -77.5% | |
| Fund Family | Charles Schwab Asset Management | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Oct 20, 2011 | Mar 26, 2008 |
SCHD vs TUR Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and iShares MSCI Turkey ETF (TUR) is a ETF from iShares by BlackRock (US). Over the past year SCHD returned +31.25% while TUR returned +17.52%. Year to date, SCHD is up 26.50% versus a gain of 14.82% for TUR.
Over three years, SCHD compounded at +16.34% per year against +5.10% for TUR; over five years the annualized figures are +10.10% and +14.55% respectively. Across the full 15-year window we track, SCHD has the edge at +11.50% annualized vs -0.37%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
TUR has been the more volatile fund, with annualized monthly volatility of 33.8% 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 -77.5% for TUR. 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 0.36. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SCHD charges 0.06% per year while TUR charges 0.59%. On a $10,000 position that is $6 vs $59 annually, a gap of $53 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 2.23% for TUR.
Holdings Overlap
SCHD and TUR share 0 holdings out of 174 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 TUR?
SCHD has an expense ratio of 0.06% while TUR charges 0.59%. SCHD is the cheaper option. On a $10,000 investment, that is $53 per year of difference.
Which performed better, SCHD or TUR?
Over the past year SCHD returned +31.25% vs +17.52% for TUR, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), SCHD annualized +11.50% vs -0.37% for TUR. Past performance does not guarantee future results.
Which is riskier, SCHD or TUR?
TUR has been the more volatile fund at 33.8% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs TUR -77.5%.
Should I hold both SCHD and TUR?
SCHD and TUR have a monthly-return correlation of 0.36, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SCHD and TUR?
SCHD and TUR share 0 common holdings with a 0.0% weight overlap. Combined, they hold 174 unique securities.
Which pays a higher dividend, SCHD or TUR?
SCHD yields 3.13% while TUR yields 2.23%, so SCHD currently pays the higher dividend yield.
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