AMEM vs SCHD

AMEM vs SCHD
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Quick Verdict

SCHD has a lower expense ratio. SCHD offers more diversification with 104 holdings.

Lower Fees: SCHDHigher Returns: TiedMore Diversified: SCHD

Side-by-Side Comparison

MetricAMEMSCHDWinner
Expense Ratio0.91%0.06%
AUM$4M$108.7B
Dividend Yield0.00%3.13%
Holdings31104
YTD Return-0.40%+26.50%
1Y Return-+31.25%
3Y Return (annualized)-+16.34%
5Y Return (annualized)-+10.10%
Volatility (annualized)-13.6%
Max Drawdown-53.5%-33.4%
Fund FamilyAmana Mutual Funds TrustCharles Schwab Asset Management
CategoryEquityEquity
InceptionJun 24, 2026Oct 20, 2011

AMEM vs SCHD Performance

Amana Developing World ETF (AMEM) is a ETF from Amana Mutual Funds Trust and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, AMEM is down 0.40% versus a gain of 26.50% for SCHD.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -53.5% for AMEM and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

AMEM charges 0.91% per year while SCHD charges 0.06%. On a $10,000 position that is $91 vs $6 annually, a gap of $85 per year that compounds over a long holding period. On income, AMEM currently yields 0.00% against 3.13% for SCHD.

Holdings Overlap

2.5%overlap

AMEM and SCHD share 1 holdings out of 130 unique holdings combined, representing a 2.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in AMEMWeight in SCHDDifference
QCOM3.00%2.55%0.45%

Frequently Asked Questions

Which is cheaper, AMEM or SCHD?

AMEM has an expense ratio of 0.91% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $85 per year of difference.

What is the holdings overlap between AMEM and SCHD?

AMEM and SCHD share 1 common holdings with a 2.5% weight overlap. Combined, they hold 130 unique securities.

Which pays a higher dividend, AMEM or SCHD?

AMEM yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.

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