SCHD vs TURF

SCHD vs TURF

Which is better, SCHD or TURF?

TURF has been ahead.

SCHD has a lower expense ratio. TURF led over 1Y and the full window. TURF is less concentrated, with 36.3% of the fund in its ten largest positions against 41.8%.

Lower Fees: SCHDHigher Returns: TURFLess Concentrated: TURF

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

MetricSCHDTURF
Expense Ratio0.06%Best0.44%
AUM$112.1B$330M
Dividend Yield3.00%1.21%
Holdings10395
YTD Return+24.23%Best+20.22%
1Y Return+27.90%+32.53%Best
3Y Return (annualized)+15.55%-
5Y Return (annualized)+9.97%-
Volatility (annualized)12.9%Best18.9%
Max Drawdown-4.6%Best-13.2%
$10,000 over 1.3 years$13,231$14,420Best
Top 10 Weight41.8%36.3%Best
Fund FamilyCharles Schwab Asset ManagementT.Rowe Price
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Value
InceptionOct 20, 2011Jun 11, 2025

Volatility and max drawdown, and the $10,000 over 1.3 years row, are measured over the window both funds cover: Jun 12, 2025 to Sep 17, 2026 (1.3 years).

SCHD vs TURF 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 1.3 years both funds cover.

SCHD vs TURF Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and T. Rowe Price Natural Resources ETF (TURF) is an ETF from T.Rowe Price. Over the past year SCHD returned +27.90% while TURF returned +32.53%. Year to date, SCHD is up 24.23% versus a gain of 20.22% for TURF.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TURF has been the more volatile fund, with annualized monthly volatility of 18.9% compared with 12.9% 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 -4.6% for SCHD and -13.2% for TURF. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.77. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SCHD charges 0.06% per year while TURF charges 0.44%. On a $10,000 position that is $6 vs $44 annually, a gap of $38 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 1.21% for TURF.

Holdings Overlap

SCHD already in TURF8.9%
TURF already in SCHD8.4%

8.9% of SCHD's money is in holdings TURF also owns. 8.4% of TURF's money is in holdings SCHD also owns.

SCHD and TURF share little of their money.

3 positions in common, counted across the 100 positions we hold weights for in SCHD and 84 in TURF, against full books of 103 and 95.

What only one of them owns

Our book lists 26 positions for TURF that do not appear in our book for SCHD (28.2% of the fund), and 96 for SCHD that do not appear in TURF (91.0%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in SCHDWeight in TURFDifference
CVXChevron Corp4.02%3.02%1.00%
COPConocophillips Common Stock USD 0.013.94%2.10%1.84%
ADMArcher-Daniels-Midland Co.0.96%3.28%2.32%

You are not choosing between two funds in isolation.

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

SCHDTURF

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or TURF?

SCHD has an expense ratio of 0.06% while TURF charges 0.44%. SCHD is the cheaper option, by $38 a year on a $10,000 investment.

Which performed better, SCHD or TURF?

Over the past year SCHD returned +27.90% vs +32.53% for TURF, so TURF leads on 1-year performance. Over the longest common window we track (1 years), SCHD annualized +24.03% vs +32.52% for TURF. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SCHD or TURF?

TURF has been the more volatile fund at 18.9% annualized versus 12.9% for SCHD. Worst drawdown: SCHD -4.6% vs TURF -13.2%.

Should I hold both SCHD and TURF?

SCHD and TURF have a monthly-return correlation of 0.77, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between SCHD and TURF?

8.9% of SCHD's money is in holdings TURF also owns. 8.4% of TURF's is in holdings SCHD also owns. They hold 3 positions in common, counted across the 100 positions we hold weights for in SCHD and 84 in TURF.

Which pays a higher dividend, SCHD or TURF?

SCHD yields 3.00% while TURF yields 1.21%, so SCHD currently pays the higher dividend yield.

Is TURF better than SCHD?

SCHD has a lower expense ratio. TURF led over 1Y and the full window. TURF is less concentrated, with 36.3% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.