SCHD vs TXCA
Schwab US Dividend Equity ETF vs Northern Trust California Intermediate Tax-Exempt Bond ETF
Which is better, SCHD or TXCA?
Large Cap Value against Municipal Bond.
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
| Metric | SCHD | TXCA |
|---|---|---|
| Expense Ratio | 0.06%Tie | 0.06%Tie |
| AUM | $111.6B | $7M |
| Dividend Yield | 3.24% | 0.00% |
| Holdings | 206 | 57 |
| YTD Return | +24.55%Best | +0.01% |
| 1Y Return | +29.85% | - |
| 3Y Return (annualized) | +16.64% | - |
| 5Y Return (annualized) | +9.54% | - |
| Fund Family | Charles Schwab Asset Management | Northern Trust Asset Management |
| Category | Equity | Tax Preferred |
| Style | Large Cap Value | Municipal Bond |
| Inception | Oct 20, 2011 | Sep 22, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
SCHD vs TXCA 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
SCHD vs TXCA Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Northern Trust California Intermediate Tax-Exempt Bond ETF (TXCA) is an ETF from Northern Trust Asset Management. Year to date, SCHD is up 24.55% versus a gain of 0.01% for TXCA.
Past performance does not guarantee future results.
Fees and Cost Over Time
SCHD charges 0.06% per year while TXCA charges 0.06%. On a $10,000 position that is $6 vs $6 annually. On income, SCHD currently yields 3.24% against 0.00% for TXCA.
Holdings Overlap
We hold position weights for 98 holdings in SCHD and 57 in TXCA, totalling 99.8% and 17.9% 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 98 positions we hold weights for in SCHD and 57 in TXCA, against full books of 206 and 57.
You are not choosing between two funds in isolation.
Whichever of SCHD and TXCA you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SCHD or TXCA?
SCHD has an expense ratio of 0.06% while TXCA charges 0.06%. At the precision these are quoted to, they cost the same.
Which pays a higher dividend, SCHD or TXCA?
SCHD yields 3.24% while TXCA yields 0.00%, so SCHD currently pays the higher dividend yield.
Is TXCA better than SCHD?
SCHD and TXCA are close on every measure we can compare. Which one suits a particular account depends on what it is for. This is information, not a recommendation.