TDVG vs. SCHB
Compare and contrast key facts about T. Rowe Price Dividend Growth ETF (TDVG) and Schwab U.S. Broad Market ETF (SCHB).
TDVG and SCHB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TDVG is an actively managed fund by T. Rowe Price. It was launched on Aug 4, 2020. SCHB is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Broad Stock Market Total Return Index. It was launched on Nov 3, 2009.
Performance
TDVG vs. SCHB - Performance Comparison
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TDVG vs. SCHB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
TDVG T. Rowe Price Dividend Growth ETF | -0.22% | 14.80% | 13.45% | 13.95% | -10.15% | 26.20% | 12.98% |
SCHB Schwab U.S. Broad Market ETF | -3.28% | 16.94% | 23.93% | 26.16% | -19.46% | 25.84% | 16.07% |
Returns By Period
In the year-to-date period, TDVG achieves a -0.22% return, which is significantly higher than SCHB's -3.28% return.
TDVG
- 1D
- 0.22%
- 1M
- -4.75%
- YTD
- -0.22%
- 6M
- 2.16%
- 1Y
- 11.84%
- 3Y*
- 13.19%
- 5Y*
- 9.66%
- 10Y*
- —
SCHB
- 1D
- 0.80%
- 1M
- -4.34%
- YTD
- -3.28%
- 6M
- -1.36%
- 1Y
- 18.46%
- 3Y*
- 18.16%
- 5Y*
- 10.69%
- 10Y*
- 13.66%
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TDVG vs. SCHB - Expense Ratio Comparison
TDVG has a 0.50% expense ratio, which is higher than SCHB's 0.03% expense ratio.
Return for Risk
TDVG vs. SCHB — Risk / Return Rank
TDVG
SCHB
TDVG vs. SCHB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Dividend Growth ETF (TDVG) and Schwab U.S. Broad Market ETF (SCHB). 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.
| TDVG | SCHB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 1.01 | -0.22 |
Sortino ratioReturn per unit of downside risk | 1.20 | 1.53 | -0.33 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.23 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 1.55 | -0.48 |
Martin ratioReturn relative to average drawdown | 5.01 | 7.26 | -2.25 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TDVG | SCHB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 1.01 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.62 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.75 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 0.78 | +0.08 |
Correlation
The correlation between TDVG and SCHB is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
TDVG vs. SCHB - Dividend Comparison
TDVG's dividend yield for the trailing twelve months is around 1.06%, less than SCHB's 1.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TDVG T. Rowe Price Dividend Growth ETF | 1.06% | 1.00% | 1.06% | 1.31% | 1.15% | 0.80% | 0.40% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHB Schwab U.S. Broad Market ETF | 1.17% | 1.11% | 1.24% | 1.40% | 1.61% | 1.21% | 1.63% | 1.80% | 2.00% | 1.65% | 1.86% | 2.00% |
Drawdowns
TDVG vs. SCHB - Drawdown Comparison
The maximum TDVG drawdown since its inception was -19.20%, smaller than the maximum SCHB drawdown of -35.27%. Use the drawdown chart below to compare losses from any high point for TDVG and SCHB.
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Drawdown Indicators
| TDVG | SCHB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.20% | -35.27% | +16.07% |
Max Drawdown (1Y)Largest decline over 1 year | -11.17% | -12.22% | +1.05% |
Max Drawdown (5Y)Largest decline over 5 years | -19.20% | -25.41% | +6.21% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.27% | — |
Current DrawdownCurrent decline from peak | -5.09% | -5.51% | +0.42% |
Average DrawdownAverage peak-to-trough decline | -3.84% | -4.15% | +0.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.38% | 2.60% | -0.22% |
Volatility
TDVG vs. SCHB - Volatility Comparison
The current volatility for T. Rowe Price Dividend Growth ETF (TDVG) is 4.06%, while Schwab U.S. Broad Market ETF (SCHB) has a volatility of 5.51%. This indicates that TDVG experiences smaller price fluctuations and is considered to be less risky than SCHB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TDVG | SCHB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.06% | 5.51% | -1.45% |
Volatility (6M)Calculated over the trailing 6-month period | 7.57% | 9.78% | -2.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.99% | 18.34% | -3.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.93% | 17.25% | -3.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.03% | 18.30% | -4.27% |