RHTX vs SCHD
RH Tactical Outlook ETF vs Schwab US Dividend Equity ETF
Which is better, RHTX or SCHD?
Large Cap Growth against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y, 5Y and the full window.
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 | RHTX | SCHD |
|---|---|---|
| Expense Ratio | 1.51% | 0.06%Best |
| AUM | $8M | $111.6B |
| Dividend Yield | 0.00% | 3.24% |
| Holdings | 14 | 206 |
| YTD Return | +4.16% | +24.55%Best |
| 1Y Return | +8.17% | +29.85%Best |
| 3Y Return (annualized) | +14.51% | +16.64%Best |
| 5Y Return (annualized) | +4.26% | +9.54%Best |
| Volatility (annualized) | 14.2%Best | 15.1% |
| Max Drawdown | -24.7% | -16.9%Best |
| $10,000 over 5 years | $12,319 | $15,771Best |
| Top 10 Weight | - | 41.6% |
| Fund Family | Adaptive ETFs | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Sep 20, 2012 | Oct 20, 2011 |
Volatility and max drawdown are measured over the window both funds cover: Nov 8, 2021 to Oct 14, 2026 (4.9 years).
RHTX vs SCHD 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 4.9 years both funds cover.
RHTX vs SCHD Performance
RH Tactical Outlook ETF (RHTX) is an ETF from Adaptive ETFs and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year RHTX returned +8.17% while SCHD returned +29.85%. Year to date, RHTX is up 4.16% versus a gain of 24.55% for SCHD.
Over three years, RHTX compounded at +14.51% per year against +16.64% for SCHD; over five years the annualized figures are +4.26% and +9.54% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 14.2% for RHTX. 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 -24.7% for RHTX and -16.9% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
RHTX charges 1.51% per year while SCHD charges 0.06%. On a $10,000 position that is $151 vs $6 annually, a gap of $145 per year that compounds over a long holding period. On income, RHTX currently yields 0.00% against 3.24% for SCHD.
Holdings Overlap
We hold position weights for 6 holdings in RHTX and 98 in SCHD, totalling 98.8% and 99.8% 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 6 positions we hold weights for in RHTX and 98 in SCHD, against full books of 14 and 206.
What only one of them owns
Our book lists 97 positions for SCHD that do not appear in our book for RHTX (99.8% of the fund), and 6 for RHTX that do not appear in SCHD (98.8%).
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.
You are not choosing between two funds in isolation.
Whichever of RHTX and SCHD 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, RHTX or SCHD?
RHTX has an expense ratio of 1.51% while SCHD charges 0.06%. SCHD is the cheaper option, by $145 a year on a $10,000 investment.
Which performed better, RHTX or SCHD?
Over the past year RHTX returned +8.17% vs +29.85% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, RHTX or SCHD?
SCHD has been the more volatile fund at 15.1% annualized versus 14.2% for RHTX. Worst drawdown: RHTX -24.7% vs SCHD -16.9%.
Should I hold both RHTX and SCHD?
RHTX and SCHD have a monthly-return correlation of 0.75, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, RHTX or SCHD?
RHTX yields 0.00% while SCHD yields 3.24%, so SCHD currently pays the higher dividend yield.
Is SCHD better than RHTX?
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.