AMZP vs SCHD
Kurv Yield Premium Strategy Amazon 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 104 holdings.
Side-by-Side Comparison
| Metric | AMZP | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.99% | 0.06% | |
| AUM | $18M | $103.7B | |
| Dividend Yield | 20.54% | 3.31% | |
| Holdings | 11 | 104 | |
| YTD Return | +4.11% | +26.21% | |
| 1Y Return | +6.58% | +29.99% | |
| 3Y Return (annualized) | - | +15.73% | |
| 5Y Return (annualized) | - | +9.67% | |
| Volatility (annualized) | 29.3% | 13.6% | |
| Max Drawdown | -27.4% | -33.4% | |
| Fund Family | Kurv | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Oct 27, 2023 | Oct 20, 2011 |
AMZP vs SCHD Performance
Kurv Yield Premium Strategy Amazon ETF (AMZP) is a ETF from Kurv and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year AMZP returned +6.58% while SCHD returned +29.99%. Year to date, AMZP is up 4.11% versus a gain of 26.21% for SCHD.
Risk: Volatility and Drawdowns
AMZP has been the more volatile fund, with annualized monthly volatility of 29.3% compared with 13.6% 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 -27.4% for AMZP and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.12. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
AMZP charges 0.99% per year while SCHD charges 0.06%. On a $10,000 position that is $99 vs $6 annually, a gap of $93 per year that compounds over a long holding period. On income, AMZP currently yields 20.54% against 3.31% for SCHD.
Frequently Asked Questions
Which is cheaper, AMZP or SCHD?
AMZP has an expense ratio of 0.99% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $93 per year of difference.
Which performed better, AMZP or SCHD?
Over the past year AMZP returned +6.58% vs +29.99% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (3 years), AMZP annualized +14.50% vs +11.50% for SCHD. Past performance does not guarantee future results.
Which is riskier, AMZP or SCHD?
AMZP has been the more volatile fund at 29.3% annualized versus 13.6% for SCHD. Worst drawdown: AMZP -27.4% vs SCHD -33.4%.
Should I hold both AMZP and SCHD?
AMZP and SCHD have a monthly-return correlation of 0.12, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, AMZP or SCHD?
AMZP yields 20.54% while SCHD yields 3.31%, so AMZP currently pays the higher dividend yield.
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