AMUN vs SCHD
abrdn Ultra Short Municipal Income Active ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 103 holdings.
Side-by-Side Comparison
| Metric | AMUN | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.25% | 0.06% | |
| AUM | $55M | $112.2B | |
| Dividend Yield | 2.13% | 3.13% | |
| Holdings | 64 | 103 | |
| YTD Return | +1.85% | +27.60% | |
| 1Y Return | - | +29.63% | |
| 3Y Return (annualized) | - | +16.43% | |
| 5Y Return (annualized) | - | +10.05% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -0.6% | -33.4% | |
| Fund Family | Aberdeen | Charles Schwab Asset Management | |
| Category | Fixed Income | Equity | |
| Inception | Mar 17, 1986 | Oct 20, 2011 |
AMUN vs SCHD Performance
abrdn Ultra Short Municipal Income Active ETF (AMUN) is a ETF from Aberdeen and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, AMUN is up 1.85% versus a gain of 27.60% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -0.6% for AMUN 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
AMUN charges 0.25% per year while SCHD charges 0.06%. On a $10,000 position that is $25 vs $6 annually, a gap of $19 per year that compounds over a long holding period. On income, AMUN currently yields 2.13% against 3.13% for SCHD.
Holdings Overlap
AMUN and SCHD share 0 holdings out of 116 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, AMUN or SCHD?
AMUN has an expense ratio of 0.25% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $19 per year of difference.
What is the holdings overlap between AMUN and SCHD?
AMUN and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 116 unique securities.
Which pays a higher dividend, AMUN or SCHD?
AMUN yields 2.13% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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