AMDL vs SCHD

Quick Verdict

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

Lower Fees: SCHDHigher Returns: AMDLMore Diversified: SCHD

Side-by-Side Comparison

MetricAMDLSCHDWinner
Expense Ratio1.07%0.06%
AUM$872M$103.7B
Dividend Yield0.00%3.31%
Holdings2104
YTD Return+209.61%+25.58%
1Y Return+318.27%+31.06%
3Y Return (annualized)-+15.55%
5Y Return (annualized)-+9.61%
Volatility (annualized)178.4%13.6%
Max Drawdown-88.6%-33.4%
Fund FamilyGraniteSharesCharles Schwab Asset Management
CategoryEquityEquity
InceptionMar 4, 2024Oct 20, 2011

AMDL vs SCHD Performance

Graniteshares 2x Long AMD Daily ETF (AMDL) is a ETF from GraniteShares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year AMDL returned +318.27% while SCHD returned +31.06%. Year to date, AMDL is up 209.61% versus a gain of 25.58% for SCHD.

Risk: Volatility and Drawdowns

AMDL has been the more volatile fund, with annualized monthly volatility of 178.4% compared with 13.6% 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 -88.6% for AMDL 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 0.03. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AMDL charges 1.07% per year while SCHD charges 0.06%. On a $10,000 position that is $107 vs $6 annually, a gap of $101 per year that compounds over a long holding period. On income, AMDL currently yields 0.00% against 3.31% for SCHD.

Holdings Overlap

0.0%overlap

AMDL and SCHD share 0 holdings out of 101 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, AMDL or SCHD?

AMDL has an expense ratio of 1.07% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $101 per year of difference.

Which performed better, AMDL or SCHD?

Over the past year AMDL returned +318.27% vs +31.06% for SCHD, so AMDL leads on 1-year performance. Over the longest common window we track (2 years), AMDL annualized +34.74% vs +11.46% for SCHD. Past performance does not guarantee future results.

Which is riskier, AMDL or SCHD?

AMDL has been the more volatile fund at 178.4% annualized versus 13.6% for SCHD. Worst drawdown: AMDL -88.6% vs SCHD -33.4%.

Should I hold both AMDL and SCHD?

AMDL and SCHD have a monthly-return correlation of 0.03, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AMDL and SCHD?

AMDL and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.

Which pays a higher dividend, AMDL or SCHD?

AMDL yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.

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