SCHD vs TRBF
SCHD vs TRBF
Schwab US Dividend Equity ETF vs Angel Oak Total Return ETF
Quick Verdict
SCHD has a lower expense ratio. TRBF offers more diversification with 219 holdings.
Side-by-Side Comparison
| Metric | SCHD | TRBF | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.44% | |
| AUM | $103.7B | $37M | |
| Dividend Yield | 3.31% | 3.57% | |
| Holdings | 104 | 211 | |
| YTD Return | +23.02% | -0.16% | |
| 1Y Return | +30.75% | - | |
| 3Y Return (annualized) | +14.89% | - | |
| 5Y Return (annualized) | +9.38% | - | |
| Volatility (annualized) | 13.6% | - | |
| Max Drawdown | -33.4% | -2.6% | |
| Fund Family | Charles Schwab Asset Management | Angel Oak Capital Advisors | |
| Category | Equity | Fixed Income | |
| Inception | Oct 20, 2011 | Oct 7, 2025 |
SCHD vs TRBF Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Angel Oak Total Return ETF (TRBF) is a ETF from Angel Oak Capital Advisors. Year to date, SCHD is up 23.02% versus a loss of 0.16% for TRBF.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -33.4% for SCHD and -2.6% for TRBF. 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 TRBF 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 3.31% against 3.57% for TRBF.
Holdings Overlap
SCHD and TRBF share 0 holdings out of 319 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 TRBF?
SCHD has an expense ratio of 0.06% while TRBF charges 0.44%. SCHD is the cheaper option. On a $10,000 investment, that is $38 per year of difference.
What is the holdings overlap between SCHD and TRBF?
SCHD and TRBF share 0 common holdings with a 0.0% weight overlap. Combined, they hold 319 unique securities.
Which pays a higher dividend, SCHD or TRBF?
SCHD yields 3.31% while TRBF yields 3.57%, so TRBF currently pays the higher dividend yield.
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