TACU vs. SCHK
TACU (T. Rowe Price Active Core U.S. Equity ETF) and SCHK (Schwab 1000 Index ETF) are both Large Cap Blend Equities funds. TACU is actively managed, while SCHK is passively managed. With a 0.99 correlation, they move nearly in lockstep. TACU charges 0.14%/yr vs 0.03%/yr for SCHK.
Performance
TACU vs. SCHK - Performance Comparison
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Returns By Period
In the year-to-date period, TACU achieves a 7.69% return, which is significantly lower than SCHK's 8.52% return.
TACU
- 1D
- -0.01%
- 1M
- -1.70%
- YTD
- 7.69%
- 6M
- 6.50%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SCHK
- 1D
- 0.06%
- 1M
- -1.68%
- YTD
- 8.52%
- 6M
- 7.14%
- 1Y
- 22.28%
- 3Y*
- 20.89%
- 5Y*
- 12.22%
- 10Y*
- —
TACU vs. SCHK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
TACU T. Rowe Price Active Core U.S. Equity ETF | 7.69% | -0.70% |
SCHK Schwab 1000 Index ETF | 8.52% | -0.70% |
Correlation
The correlation between TACU and SCHK is 0.99 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 11, 2025 | 0.99 |
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Return for Risk
TACU vs. SCHK — Risk / Return Rank
TACU
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
SCHK
TACU vs. SCHK - 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 1000 Index ETF (SCHK). 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 | SCHK | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.32 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.50 | — |
| Martin ratioReturn relative to average drawdown | — | 11.02 | — |
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Drawdowns
TACU vs. SCHK - Drawdown Comparison
The maximum TACU drawdown since its inception was -8.91%, smaller than the maximum SCHK drawdown of -34.80%. Use the drawdown chart below to compare losses from any high point for TACU and SCHK.
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Drawdown Indicators
| TACU | SCHK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.91% | -34.80% | +25.89% |
Max Drawdown (1Y)Largest decline over 1 year | — | -8.97% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -19.21% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.44% | — |
Current DrawdownCurrent decline from peak | -2.89% | -3.00% | +0.11% |
Average DrawdownAverage peak-to-trough decline | -1.62% | -5.16% | +3.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.03% | — |
Volatility
TACU vs. SCHK - Volatility Comparison
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Volatility by Period
| TACU | SCHK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 4.87% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 10.04% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 13.85% | 12.77% | +1.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.85% | 17.33% | -3.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.85% | 19.11% | -5.26% |
TACU vs. SCHK - Expense Ratio Comparison
TACU has a 0.14% expense ratio, which is higher than SCHK's 0.03% 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. SCHK - Dividend Comparison
TACU has not paid dividends to shareholders, while SCHK's dividend yield for the trailing twelve months is around 1.05%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
SCHK Schwab 1000 Index ETF | 1.05% | 1.09% | 1.20% | 1.38% | 1.57% | 1.17% | 1.58% | 1.82% | 1.80% | 0.31% |
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% |
Frequently Asked Questions
With a correlation of 0.99, TACU and SCHK move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, SCHK is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SCHK is cheaper with a 0.03% expense ratio, compared with 0.14% for TACU.
SCHK has the higher dividend yield at 1.05%, compared with 0.00% for TACU.
They also come from different issuers: T. Rowe Price and Charles Schwab. Their fees differ too: 0.14% for TACU and 0.03% for SCHK.
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