AMDW vs SCHD

AMDW vs SCHD

Which is better, AMDW or SCHD?

Multi Alternative against Large Cap Value.

SCHD has a lower expense ratio. AMDW led over 1Y and the full window.

Lower Fees: SCHDHigher Returns: AMDW

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

MetricAMDWSCHD
Expense Ratio1.00%0.06%Best
AUM$120M$112.1B
Dividend Yield60.32%3.00%
Holdings6103
YTD Return+129.86%Best+21.99%
1Y Return+230.08%Best+25.92%
3Y Return (annualized)-+15.66%
5Y Return (annualized)-+9.48%
Volatility (annualized)120.8%13.9%Best
Max Drawdown-34.6%-5.5%Best
$10,000 over 1.2 years$33,549Best$12,734
Fund FamilyRoundhill InvestmentsCharles Schwab Asset Management
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Value
InceptionJul 24, 2025Oct 20, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.2 years row, are measured over the window both funds cover: Jul 24, 2025 to Sep 23, 2026 (1.2 years).

AMDW 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 covers the 1.2 years both funds cover.

AMDW vs SCHD Performance

Roundhill AMD WeeklyPay ETF (AMDW) is an ETF from Roundhill Investments and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year AMDW returned +230.08% while SCHD returned +25.92%. Year to date, AMDW is up 129.86% versus a gain of 21.99% for SCHD.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AMDW has been the more volatile fund, with annualized monthly volatility of 120.8% compared with 13.9% 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 -34.6% for AMDW and -5.5% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at -0.26. They move largely independently of each other.

Fees and Cost Over Time

AMDW charges 1.00% per year while SCHD charges 0.06%. On a $10,000 position that is $100 vs $6 annually, a gap of $94 per year that compounds over a long holding period. On income, AMDW currently yields 60.32% against 3.00% for SCHD.

Holdings Overlap

We hold position weights for 2 holdings in AMDW and 100 in SCHD, totalling 26.0% and 100.0% 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 2 positions we hold weights for in AMDW and 100 in SCHD, against full books of 6 and 103.

You are not choosing between two funds in isolation.

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

AMDWSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AMDW or SCHD?

AMDW has an expense ratio of 1.00% while SCHD charges 0.06%. SCHD is the cheaper option, by $94 a year on a $10,000 investment.

Which performed better, AMDW or SCHD?

Over the past year AMDW returned +230.08% vs +25.92% for SCHD, so AMDW leads on 1-year performance. Over the longest common window we track (1 years), AMDW annualized +174.20% vs +22.31% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, AMDW or SCHD?

AMDW has been the more volatile fund at 120.8% annualized versus 13.9% for SCHD. Worst drawdown: AMDW -34.6% vs SCHD -5.5%.

Should I hold both AMDW and SCHD?

AMDW and SCHD have a monthly-return correlation of -0.26, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, AMDW or SCHD?

AMDW yields 60.32% while SCHD yields 3.00%, so AMDW currently pays the higher dividend yield.

Is SCHD better than AMDW?

SCHD has a lower expense ratio. AMDW led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.