SCHD vs TFFI
SCHD vs TFFI
Schwab US Dividend Equity ETF vs Chesapeake Trend-Following Fixed Income ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | SCHD | TFFI | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 1.01% | |
| AUM | $103.7B | $39M | |
| Dividend Yield | 3.31% | 0.00% | |
| Holdings | 104 | 10 | |
| YTD Return | +22.69% | +1.12% | |
| 1Y Return | +30.94% | - | |
| 3Y Return (annualized) | +14.20% | - | |
| 5Y Return (annualized) | +9.59% | - | |
| Volatility (annualized) | 13.7% | - | |
| Max Drawdown | -33.4% | -4.2% | |
| Fund Family | Charles Schwab Asset Management | Chesapeake Mutual Funds | |
| Category | Equity | Fixed Income | |
| Inception | Oct 20, 2011 | Feb 23, 2026 |
SCHD vs TFFI Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Chesapeake Trend-Following Fixed Income ETF (TFFI) is a ETF from Chesapeake Mutual Funds. Year to date, SCHD is up 22.69% versus a gain of 1.12% for TFFI.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -33.4% for SCHD and -4.2% for TFFI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
SCHD charges 0.06% per year while TFFI charges 1.01%. On a $10,000 position that is $6 vs $101 annually, a gap of $95 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 0.00% for TFFI.
Holdings Overlap
SCHD and TFFI share 0 holdings out of 110 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 TFFI?
SCHD has an expense ratio of 0.06% while TFFI charges 1.01%. SCHD is the cheaper option. On a $10,000 investment, that is $95 per year of difference.
What is the holdings overlap between SCHD and TFFI?
SCHD and TFFI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 110 unique securities.
Which pays a higher dividend, SCHD or TFFI?
SCHD yields 3.31% while TFFI yields 0.00%, so SCHD currently pays the higher dividend yield.
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