AMID vs SCHD
Argent Mid Cap ETF vs Schwab US Dividend Equity ETF
Which is better, AMID or SCHD?
Mid Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y and the full window. AMID is less concentrated, with 31.7% of the fund in its ten largest positions against 41.8%.
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
| Metric | AMID | SCHD |
|---|---|---|
| Expense Ratio | 0.52% | 0.06%Best |
| AUM | $114M | $112.1B |
| Dividend Yield | 0.33% | 3.00% |
| Holdings | 47 | 103 |
| YTD Return | +6.99% | +21.99%Best |
| 1Y Return | +6.07% | +25.92%Best |
| 3Y Return (annualized) | +12.18% | +15.66%Best |
| 5Y Return (annualized) | - | +9.48% |
| Volatility (annualized) | 17.8% | 14.8%Best |
| Max Drawdown | -23.1% | -16.1%Best |
| $10,000 over 4.1 years | $14,881 | $14,931Best |
| Top 10 Weight | 31.7%Best | 41.8% |
| Fund Family | Alpha Architect | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Large Cap Value |
| Inception | Aug 17, 2022 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 4.1 years row, are measured over the window both funds cover: Aug 17, 2022 to Sep 23, 2026 (4.1 years).
AMID 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 4.1 years both funds cover.
AMID vs SCHD Performance
Argent Mid Cap ETF (AMID) is an ETF from Alpha Architect and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year AMID returned +6.07% while SCHD returned +25.92%. Year to date, AMID is up 6.99% versus a gain of 21.99% for SCHD.
Over three years, AMID compounded at +12.18% per year against +15.66% for SCHD. Across the full 4-year window we track, SCHD has the edge at +10.27% annualized vs +10.18%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AMID has been the more volatile fund, with annualized monthly volatility of 17.8% compared with 14.8% 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 -23.1% for AMID and -16.1% 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 0.68. They move together some of the time, and apart the rest.
Fees and Cost Over Time
AMID charges 0.52% per year while SCHD charges 0.06%. On a $10,000 position that is $52 vs $6 annually, a gap of $46 per year that compounds over a long holding period. On income, AMID currently yields 0.33% against 3.00% for SCHD.
Holdings Overlap
2.0% of AMID's money is in holdings SCHD also owns. 0.4% of SCHD's money is in holdings AMID also owns.
AMID and SCHD share little of their money.
1 positions in common, counted across the 47 positions we hold weights for in AMID and 100 in SCHD, against full books of 47 and 103.
What only one of them owns
Our book lists 98 positions for SCHD that do not appear in our book for AMID (99.5% of the fund), and 42 for AMID that do not appear in SCHD (90.2%).
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
| Stock | Weight in AMID | Weight in SCHD | Difference |
|---|---|---|---|
| EWBCEast West Bancorp, Inc. | 1.97% | 0.42% | 1.55% |
You are not choosing between two funds in isolation.
Whichever of AMID and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AMID or SCHD?
AMID has an expense ratio of 0.52% while SCHD charges 0.06%. SCHD is the cheaper option, by $46 a year on a $10,000 investment.
Which performed better, AMID or SCHD?
Over the past year AMID returned +6.07% vs +25.92% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (4 years), AMID annualized +10.18% vs +10.27% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AMID or SCHD?
AMID has been the more volatile fund at 17.8% annualized versus 14.8% for SCHD. Worst drawdown: AMID -23.1% vs SCHD -16.1%.
Should I hold both AMID and SCHD?
AMID and SCHD have a monthly-return correlation of 0.68, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between AMID and SCHD?
2.0% of AMID's money is in holdings SCHD also owns. 0.4% of SCHD's is in holdings AMID also owns. They hold 1 positions in common, counted across the 47 positions we hold weights for in AMID and 100 in SCHD.
Which pays a higher dividend, AMID or SCHD?
AMID yields 0.33% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than AMID?
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y and the full window. AMID is less concentrated, with 31.7% 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.