ABIG vs SCHD

ABIG vs SCHD

Which is better, ABIG or SCHD?

Large Cap Blend against Large Cap Value.

SCHD has a lower expense ratio. SCHD led over 1Y and the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 58.5%.

Lower Fees: SCHDHigher Returns: 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

MetricABIGSCHD
Expense Ratio0.49%0.06%Best
AUM$57M$112.1B
Dividend Yield0.09%3.00%
Holdings33103
YTD Return+11.27%+23.60%Best
1Y Return+12.33%+28.29%Best
3Y Return (annualized)-+16.25%
5Y Return (annualized)-+10.25%
Volatility (annualized)12.7%12.2%Best
Max Drawdown-13.7%-4.6%Best
$10,000 over 1.5 years$13,126$13,790Best
Top 10 Weight58.5%41.8%Best
Fund FamilyArgentCharles Schwab Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionApr 9, 2025Oct 20, 2011

Volatility and max drawdown, and the $10,000 over 1.5 years row, are measured over the window both funds cover: Apr 9, 2025 to Sep 21, 2026 (1.5 years).

ABIG 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 1.5 years both funds cover.

ABIG vs SCHD Performance

Argent Large Cap ETF (ABIG) is an ETF from Argent and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year ABIG returned +12.33% while SCHD returned +28.29%. Year to date, ABIG is up 11.27% versus a gain of 23.60% for SCHD.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ABIG has been the more volatile fund, with annualized monthly volatility of 12.7% compared with 12.2% for SCHD. 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 -13.7% for ABIG and -4.6% 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 0.06. They move largely independently of each other.

Fees and Cost Over Time

ABIG charges 0.49% per year while SCHD charges 0.06%. On a $10,000 position that is $49 vs $6 annually, a gap of $43 per year that compounds over a long holding period. On income, ABIG currently yields 0.09% against 3.00% for SCHD.

Holdings Overlap

We hold position weights for 31 holdings in ABIG and 100 in SCHD, totalling 100.0% and 100.0% 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 31 positions we hold weights for in ABIG and 100 in SCHD, against full books of 33 and 103.

What only one of them owns

Our book lists 99 positions for SCHD that do not appear in our book for ABIG (99.9% of the fund), and 30 for ABIG that do not appear in SCHD (97.9%).

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

ABIGSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ABIG or SCHD?

ABIG has an expense ratio of 0.49% while SCHD charges 0.06%. SCHD is the cheaper option, by $43 a year on a $10,000 investment.

Which performed better, ABIG or SCHD?

Over the past year ABIG returned +12.33% vs +28.29% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), ABIG annualized +19.88% vs +23.89% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ABIG or SCHD?

ABIG has been the more volatile fund at 12.7% annualized versus 12.2% for SCHD. Worst drawdown: ABIG -13.7% vs SCHD -4.6%.

Should I hold both ABIG and SCHD?

ABIG and SCHD have a monthly-return correlation of 0.06, 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, ABIG or SCHD?

ABIG yields 0.09% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than ABIG?

SCHD has a lower expense ratio. SCHD led over 1Y and the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 58.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.