AAUM vs SCHD

AAUM vs SCHD

Which is better, AAUM or SCHD?

Multi Alternative against Large Cap Value.

SCHD has a lower expense ratio. SCHD is less concentrated, with 41.5% of the fund in its ten largest positions against 53.3%.

Lower Fees: SCHDLess Concentrated: SCHD

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

MetricAAUMSCHD
Expense Ratio0.75%0.06%Best
AUM$1M$112.2B
Dividend Yield0.95%3.13%
Holdings30103
Top 10 Weight53.3%41.5%Best
Fund FamilyTema Global LimitedCharles Schwab Asset Management
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Value
InceptionOct 1, 2025Oct 20, 2011

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.

The two price series end 64 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. AAUM has data through Jul 2, 2026 and SCHD through Sep 4, 2026.

Fees and Cost Over Time

AAUM charges 0.75% per year while SCHD charges 0.06%. On a $10,000 position that is $75 vs $6 annually, a gap of $69 per year that compounds over a long holding period. On income, AAUM currently yields 0.95% against 3.13% for SCHD.

Holdings Overlap

AAUM already in SCHD13.3%
SCHD already in AAUM3.3%

13.3% of AAUM's money is in holdings SCHD also owns. 3.3% of SCHD's money is in holdings AAUM also owns.

AAUM and SCHD share little of their money.

The two holdings books were reported 99 days apart, AAUM as of Apr 30, 2026 and SCHD as of Aug 7, 2026, so some of the difference between them is the time between the two reports rather than the funds.

3 positions in common, counted across the 29 positions we hold weights for in AAUM and 100 in SCHD, against full books of 30 and 103.

What only one of them owns

Our book lists 96 positions for SCHD that do not appear in our book for AAUM (96.6% of the fund), and 10 for AAUM that do not appear in SCHD (43.2%).

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.

Top Shared Holdings

StockWeight in AAUMWeight in SCHDDifference
BXBlackstone Group Inc. Class A5.05%2.55%2.50%
ARESAres Management Corp A5.09%0.72%4.37%
CNSCohen & Steers Inc3.18%0.06%3.12%

You are not choosing between two funds in isolation.

Whichever of AAUM and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

AAUMSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AAUM or SCHD?

AAUM has an expense ratio of 0.75% while SCHD charges 0.06%. SCHD is the cheaper option, by $69 a year on a $10,000 investment.

What is the holdings overlap between AAUM and SCHD?

13.3% of AAUM's money is in holdings SCHD also owns. 3.3% of SCHD's is in holdings AAUM also owns. They hold 3 positions in common, counted across the 29 positions we hold weights for in AAUM and 100 in SCHD.

Which pays a higher dividend, AAUM or SCHD?

AAUM yields 0.95% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.

Is SCHD better than AAUM?

SCHD has a lower expense ratio. SCHD is less concentrated, with 41.5% of the fund in its ten largest positions against 53.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.