AMOM vs SCHD
Qraft AI-Enhanced US Large Cap Momentum ETF vs Schwab US Dividend Equity ETF
Which is better, AMOM or SCHD?
Large Cap Growth against Large Cap Value.
SCHD has a lower expense ratio. AMOM led over 3Y, 5Y and the full window, SCHD over 1Y. AMOM is less concentrated, with 36.1% 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 | AMOM | SCHD |
|---|---|---|
| Expense Ratio | 0.75% | 0.06%Best |
| AUM | $21M | $112.1B |
| Dividend Yield | 0.03% | 3.00% |
| Holdings | 51 | 103 |
| YTD Return | +20.83% | +24.96%Best |
| 1Y Return | +28.40% | +28.75%Best |
| 3Y Return (annualized) | +24.80%Best | +15.71% |
| 5Y Return (annualized) | +10.50%Best | +9.86% |
| Volatility (annualized) | 21.6% | 16.2%Best |
| Max Drawdown | -39.7% | -33.4%Best |
| $10,000 over 5 years | $16,474Best | $16,003 |
| Top 10 Weight | 36.1%Best | 41.8% |
| Fund Family | QRAFT AI ETFs | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | May 20, 2019 | Oct 20, 2011 |
Volatility and max drawdown are measured over the window both funds cover: May 21, 2019 to Sep 9, 2026 (7.3 years).
AMOM 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 7.3 years both funds cover.
AMOM vs SCHD Performance
Qraft AI-Enhanced US Large Cap Momentum ETF (AMOM) is an ETF from QRAFT AI ETFs and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year AMOM returned +28.40% while SCHD returned +28.75%. Year to date, AMOM is up 20.83% versus a gain of 24.96% for SCHD.
Over three years, AMOM compounded at +24.80% per year against +15.71% for SCHD; over five years the annualized figures are +10.50% and +9.86% respectively. Across the full 7-year window we track, AMOM has the edge at +17.11% annualized vs +12.59%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AMOM has been the more volatile fund, with annualized monthly volatility of 21.6% compared with 16.2% 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 -39.7% for AMOM and -33.4% 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 0.55. They move together some of the time, and apart the rest.
Fees and Cost Over Time
AMOM charges 0.75% per year while SCHD charges 0.06%. On a $10,000 position that is $75 vs $6 annually, a gap of $69 per year that compounds over a long holding period. On income, AMOM currently yields 0.03% against 3.00% for SCHD.
Holdings Overlap
2.9% of AMOM's money is in holdings SCHD also owns. 3.5% of SCHD's money is in holdings AMOM also owns.
SCHD and AMOM share little of their money.
2 positions in common, counted across the 50 positions we hold weights for in AMOM and 100 in SCHD, against full books of 51 and 103.
What only one of them owns
Measured across the 50 and 100 positions we hold weights for.
SCHD holds 97 positions AMOM does not, 96.4% of the fund.
Largest: MRK 4.77%, AMGN 4.70%, ABT 4.69%, KO 4.17%, CVX 4.02%
You are not choosing between two funds in isolation.
Whichever of AMOM 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, AMOM or SCHD?
AMOM has an expense ratio of 0.75% while SCHD charges 0.06%. SCHD is the cheaper option, by $69 a year on a $10,000 investment.
Which performed better, AMOM or SCHD?
Over the past year AMOM returned +28.40% vs +28.75% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (7 years), AMOM annualized +17.11% vs +12.59% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AMOM or SCHD?
AMOM has been the more volatile fund at 21.6% annualized versus 16.2% for SCHD. Worst drawdown: AMOM -39.7% vs SCHD -33.4%.
Should I hold both AMOM and SCHD?
AMOM and SCHD have a monthly-return correlation of 0.55, 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 AMOM and SCHD?
3.5% of SCHD's money is in holdings AMOM also owns. 3.5% of SCHD's is in holdings AMOM also owns. They hold 2 positions in common, counted across the 50 positions we hold weights for in AMOM and 100 in SCHD.
Which pays a higher dividend, AMOM or SCHD?
AMOM yields 0.03% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than AMOM?
SCHD has a lower expense ratio. AMOM led over 3Y, 5Y and the full window, SCHD over 1Y. AMOM is less concentrated, with 36.1% 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.