TACU vs. SCHD
TACU (T. Rowe Price Active Core U.S. Equity ETF) and SCHD (Schwab U.S. Dividend Equity ETF) are both exchange-traded funds - TACU is a Large Cap Blend Equities fund actively managed by T. Rowe Price, while SCHD is a Dividend fund tracking the Dow Jones U.S. Dividend 100 Index. TACU is actively managed, while SCHD is passively managed. At a 0.21 correlation, their price movements are largely independent. TACU charges 0.14%/yr vs 0.06%/yr for SCHD.
Performance
TACU vs. SCHD - Performance Comparison
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Returns By Period
In the year-to-date period, TACU achieves a 9.87% return, which is significantly lower than SCHD's 21.62% return.
TACU
- 1D
- 0.87%
- 1M
- 0.40%
- 6M
- 10.51%
- YTD
- 9.87%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
SCHD
- 1D
- 0.21%
- 1M
- 3.83%
- 6M
- 16.24%
- YTD
- 21.62%
- 1Y
- 26.25%
- 3Y*
- 13.62%
- 5Y*
- 9.37%
- 10Y*
- 12.35%
- ALL TIME*
- 13.27%
TACU vs. SCHD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
TACU T. Rowe Price Active Core U.S. Equity ETF | 9.87% | -0.70% |
SCHD Schwab U.S. Dividend Equity ETF | 21.62% | -0.51% |
Correlation
The correlation between TACU and SCHD is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 11, 2025 | 0.21 |
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Return for Risk
TACU vs. SCHD — Risk / Return Rank
TACU
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
SCHD
TACU vs. SCHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Active Core U.S. Equity ETF (TACU) and Schwab U.S. Dividend Equity ETF (SCHD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| TACU | SCHD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.43 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 5.72 | — |
| Martin ratioReturn relative to average drawdown | — | 13.96 | — |
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Drawdowns
TACU vs. SCHD - Drawdown Comparison
The maximum TACU drawdown since its inception was -8.91%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for TACU and SCHD.
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Drawdown Indicators
| TACU | SCHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.91% | -33.37% | +24.46% |
Max Drawdown (1Y)Largest decline over 1 year | — | -4.61% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -16.13% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -16.85% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.37% | — |
Current DrawdownCurrent decline from peak | -0.93% | -0.67% | -0.26% |
Average DrawdownAverage peak-to-trough decline | -1.55% | -3.30% | +1.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.89% | — |
Volatility
TACU vs. SCHD - Volatility Comparison
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Volatility by Period
| TACU | SCHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.61% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 7.95% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 13.42% | 11.03% | +2.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.42% | 14.37% | -0.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.42% | 16.71% | -3.29% |
TACU vs. SCHD - Expense Ratio Comparison
TACU has a 0.14% expense ratio, which is higher than SCHD's 0.06% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
TACU vs. SCHD - Dividend Comparison
TACU has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.19%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHD Schwab U.S. Dividend Equity ETF | 3.19% | 3.82% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% |
TACU T. Rowe Price Active Core U.S. Equity ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
TACU and SCHD have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SCHD is cheaper at 0.06% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SCHD is cheaper with a 0.06% expense ratio, compared with 0.14% for TACU.
SCHD has the higher dividend yield at 3.19%, compared with 0.00% for TACU.
TACU is categorized as Large Cap Blend Equities, while SCHD is Dividend. They also come from different issuers: T. Rowe Price and Charles Schwab. Their fees differ too: 0.14% for TACU and 0.06% for SCHD.
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