ABXB vs SCHD
Abacus Flexible Bond Leaders ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | ABXB | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.62% | 0.06% | |
| AUM | $2M | $103.7B | |
| Dividend Yield | 5.07% | 3.31% | |
| Holdings | 7 | 104 | |
| YTD Return | -1.66% | +25.33% | |
| 1Y Return | +1.17% | +32.31% | |
| 3Y Return (annualized) | +5.24% | +15.40% | |
| 5Y Return (annualized) | +0.66% | +9.70% | |
| Volatility (annualized) | 5.7% | 13.6% | |
| Max Drawdown | -17.0% | -33.4% | |
| Fund Family | Donoghue Forlines ETFs | Charles Schwab Asset Management | |
| Category | Fixed Income | Equity | |
| Inception | Dec 7, 2020 | Oct 20, 2011 |
ABXB vs SCHD Performance
Abacus Flexible Bond Leaders ETF (ABXB) is a ETF from Donoghue Forlines ETFs and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year ABXB returned +1.17% while SCHD returned +32.31%. Year to date, ABXB is down 1.66% versus a gain of 25.33% for SCHD.
Over three years, ABXB compounded at +5.24% per year against +15.40% for SCHD; over five years the annualized figures are +0.66% and +9.70% respectively. Across the full 6-year window we track, SCHD has the edge at +11.45% annualized vs +0.86%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 5.7% for ABXB. 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 -17.0% for ABXB 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 0.56. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
ABXB charges 0.62% per year while SCHD charges 0.06%. On a $10,000 position that is $62 vs $6 annually, a gap of $56 per year that compounds over a long holding period. On income, ABXB currently yields 5.07% against 3.31% for SCHD.
Holdings Overlap
ABXB and SCHD share 0 holdings out of 107 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, ABXB or SCHD?
ABXB has an expense ratio of 0.62% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $56 per year of difference.
Which performed better, ABXB or SCHD?
Over the past year ABXB returned +1.17% vs +32.31% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (6 years), ABXB annualized +0.86% vs +11.45% for SCHD. Past performance does not guarantee future results.
Which is riskier, ABXB or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 5.7% for ABXB. Worst drawdown: ABXB -17.0% vs SCHD -33.4%.
Should I hold both ABXB and SCHD?
ABXB and SCHD have a monthly-return correlation of 0.56, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ABXB and SCHD?
ABXB and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 107 unique securities.
Which pays a higher dividend, ABXB or SCHD?
ABXB yields 5.07% while SCHD yields 3.31%, so ABXB currently pays the higher dividend yield.
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