SCHD vs TY

SCHD vs TY

Which is better, SCHD or TY?

We do not have enough on SCHD and TY to separate them.

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

MetricSCHDTY
Expense Ratio0.06%-
AUM$112.1B-
Dividend Yield3.00%-
Holdings103-
YTD Price Return+22.21%-
1Y Price Return+23.37%-
3Y Price Return (annualized)+11.37%-
5Y Price Return (annualized)+6.12%-
Volatility (annualized)13.8%-
Max Drawdown-33.4%-
Fund FamilyCharles Schwab Asset ManagementTri-Continental Corporation
CategoryEquity-
StyleLarge Cap Value-
InceptionOct 20, 2011-

Not shown on this pair: $10,000 over the window, Top 10 Weight.

Returns are price returns and exclude distributions, because our data feed carries no adjusted close for TY. We have no price series for TY, so there is nothing to compare it against.

SCHD vs TY Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Tri-Continental Corporation (TY) is an ETF from Tri-Continental Corporation.

Past performance does not guarantee future results.

You are not choosing between two funds in isolation.

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

SCHDTY

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Frequently Asked Questions

Is TY better than SCHD?

We hold very little data on SCHD and TY, so there is not enough here to separate them. Which one suits a particular account depends on what it is for. This is information, not a recommendation.