AHIC vs SCHD

AHIC vs SCHD

Which is better, AHIC or SCHD?

SCHD costs less.

SCHD has a lower expense ratio.

Lower Fees: 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

MetricAHICSCHD
Expense Ratio0.45%0.06%Best
AUM$2.6B$119.9B
Dividend Yield0.03%2.96%
Holdings189204
YTD Return+0.69%+29.95%Best
1Y Return-+37.26%
3Y Return (annualized)-+19.10%
5Y Return (annualized)-+9.87%
Fund FamilyAllspring Global InvestmentsCharles Schwab Asset Management
CategoryFixed IncomeEquity
Style-Large Cap Value
InceptionJun 30, 1997Oct 20, 2011

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

AHIC 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.

AHIC vs SCHD Performance

Allspring Short-Term High Income Fund ETF (AHIC) is an ETF from Allspring Global Investments and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, AHIC is up 0.69% versus a gain of 29.95% for SCHD.

Past performance does not guarantee future results.

Fees and Cost Over Time

AHIC charges 0.45% per year while SCHD charges 0.06%. On a $10,000 position that is $45 vs $6 annually, a gap of $39 per year that compounds over a long holding period. On income, AHIC currently yields 0.03% against 2.96% for SCHD.

Holdings Overlap

We hold position weights for 164 holdings in AHIC and 98 in SCHD, totalling 89.4% and 99.8% 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 164 positions we hold weights for in AHIC and 98 in SCHD, against full books of 189 and 204.

You are not choosing between two funds in isolation.

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

AHICSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AHIC or SCHD?

AHIC has an expense ratio of 0.45% while SCHD charges 0.06%. SCHD is the cheaper option, by $39 a year on a $10,000 investment.

Which pays a higher dividend, AHIC or SCHD?

AHIC yields 0.03% while SCHD yields 2.96%, so SCHD currently pays the higher dividend yield.

Is SCHD better than AHIC?

SCHD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.