ABIG vs SCHD

Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: SCHD

Side-by-Side Comparison

MetricABIGSCHDWinner
Expense Ratio0.49%0.06%
AUM$56M$103.7B
Dividend Yield0.09%3.31%
Holdings33104
YTD Return+13.08%+24.26%
1Y Return+18.93%+31.38%
3Y Return (annualized)-+15.08%
5Y Return (annualized)-+9.72%
Volatility (annualized)13.1%13.6%
Max Drawdown-13.7%-33.4%
Fund FamilyArgentCharles Schwab Asset Management
CategoryEquityEquity
InceptionApr 9, 2025Oct 20, 2011

ABIG vs SCHD Performance

Argent Large Cap ETF (ABIG) is a ETF from Argent and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year ABIG returned +18.93% while SCHD returned +31.38%. Year to date, ABIG is up 13.08% versus a gain of 24.26% for SCHD.

Risk: Volatility and Drawdowns

SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 13.1% for ABIG. 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 -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.06. They move independently enough that combining them can meaningfully diversify a portfolio.

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 3.31% for SCHD.

Holdings Overlap

0.0%overlap

ABIG and SCHD share 0 holdings out of 131 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

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. On a $10,000 investment, that is $43 per year of difference.

Which performed better, ABIG or SCHD?

Over the past year ABIG returned +18.93% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), ABIG annualized +23.41% vs +11.39% for SCHD. Past performance does not guarantee future results.

Which is riskier, ABIG or SCHD?

SCHD has been the more volatile fund at 13.6% annualized versus 13.1% for ABIG. Worst drawdown: ABIG -13.7% vs SCHD -33.4%.

Should I hold both ABIG and SCHD?

ABIG and SCHD have a monthly-return correlation of 0.06, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ABIG and SCHD?

ABIG and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 131 unique securities.

Which pays a higher dividend, ABIG or SCHD?

ABIG yields 0.09% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.

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