ACSV vs SCHD

ACSV vs SCHD

Which is better, ACSV or SCHD?

Small Cap Value against Large Cap Value.

SCHD has a lower expense ratio. SCHD led over 1Y. ACSV is less concentrated, with 17.3% of the fund in its ten largest positions against 41.8%.

Lower Fees: SCHDHigher Returns (1Y): SCHDLess Concentrated: ACSV

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

MetricACSVSCHD
Expense Ratio0.49%0.06%Best
AUM$22M$112.1B
Dividend Yield0.81%3.00%
Holdings202103
YTD Return+19.03%+24.59%Best
1Y Return+22.78%+28.14%Best
3Y Return (annualized)-+15.58%
5Y Return (annualized)-+9.90%
Top 10 Weight17.3%Best41.8%
Fund FamilyAmerican Century ETFsCharles Schwab Asset Management
CategoryEquityEquity
StyleSmall Cap ValueLarge Cap Value
InceptionOct 14, 2025Oct 20, 2011

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

ACSV 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

ACSV vs SCHD Performance

American Century Small Cap Value Insights ETF (ACSV) is an ETF from American Century ETFs and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year ACSV returned +22.78% while SCHD returned +28.14%. Year to date, ACSV is up 19.03% versus a gain of 24.59% for SCHD.

Past performance does not guarantee future results.

Fees and Cost Over Time

ACSV 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, ACSV currently yields 0.81% against 3.00% for SCHD.

Holdings Overlap

ACSV already in SCHD6.0%
SCHD already in ACSV0.8%

6.0% of ACSV's money is in holdings SCHD also owns. 0.8% of SCHD's money is in holdings ACSV also owns.

ACSV and SCHD share little of their money.

8 positions in common, counted across the 201 positions we hold weights for in ACSV and 100 in SCHD, against full books of 202 and 103.

What only one of them owns

Our book lists 91 positions for SCHD that do not appear in our book for ACSV (99.2% of the fund), and 177 for ACSV that do not appear in SCHD (87.0%).

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 ACSVWeight in SCHDDifference
COLBColumbia Banking System Inc Common Stock1.77%0.21%1.56%
CVBFCvb Financial Corp1.16%0.09%1.07%
KFYKorn Ferry0.78%0.11%0.67%
OZKBank Ozk0.52%0.12%0.40%
MTNVail Resorts Inc.0.41%0.12%0.29%
THFFFirst Financial Corporation0.47%0.02%0.45%
APAMArtisan Partners Asset Management, Inc.0.41%0.07%0.34%
LKFNLakeland Financial Corp.0.43%0.04%0.39%

You are not choosing between two funds in isolation.

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

ACSVSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ACSV or SCHD?

ACSV 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, ACSV or SCHD?

Over the past year ACSV returned +22.78% vs +28.14% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

What is the holdings overlap between ACSV and SCHD?

6.0% of ACSV's money is in holdings SCHD also owns. 0.8% of SCHD's is in holdings ACSV also owns. They hold 8 positions in common, counted across the 201 positions we hold weights for in ACSV and 100 in SCHD.

Which pays a higher dividend, ACSV or SCHD?

ACSV yields 0.81% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than ACSV?

SCHD has a lower expense ratio. SCHD led over 1Y. ACSV is less concentrated, with 17.3% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.