APED vs SCHD
STKd 100% MSTR & 100% COIN ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | APED | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.29% | 0.06% | |
| AUM | $1M | $108.7B | |
| Dividend Yield | 0.00% | 3.13% | |
| Holdings | 5 | 104 | |
| YTD Return | -63.78% | +27.93% | |
| 1Y Return | - | +30.06% | |
| 3Y Return (annualized) | - | +16.25% | |
| 5Y Return (annualized) | - | +10.03% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -84.0% | -33.4% | |
| Fund Family | Quantify Funds | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Mar 5, 2025 | Oct 20, 2011 |
APED vs SCHD Performance
STKd 100% MSTR & 100% COIN ETF (APED) is a ETF from Quantify Funds and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, APED is down 63.78% versus a gain of 27.93% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -84.0% for APED 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
APED charges 1.29% per year while SCHD charges 0.06%. On a $10,000 position that is $129 vs $6 annually, a gap of $123 per year that compounds over a long holding period. On income, APED currently yields 0.00% against 3.13% for SCHD.
Holdings Overlap
APED and SCHD share 0 holdings out of 101 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, APED or SCHD?
APED has an expense ratio of 1.29% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $123 per year of difference.
What is the holdings overlap between APED and SCHD?
APED and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, APED or SCHD?
APED yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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