APRW vs SCHD

APRW vs SCHD

Which is better, APRW or SCHD?

Multi Alternative against Large Cap Value.

SCHD has a lower expense ratio. SCHD led over 1Y and the full window.

Lower Fees: SCHDHigher Returns: SCHD

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

MetricAPRWSCHD
Expense Ratio0.74%0.06%Best
AUM$203M$112.1B
Dividend Yield0.00%3.00%
Holdings5103
Volatility (annualized)5.7%Best15.2%
Max Drawdown-9.6%Best-16.9%
$10,000 over 5.5 years$14,183$18,623Best
Fund FamilyAllianzIMCharles Schwab Asset Management
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Value
InceptionMay 28, 2020Oct 20, 2011

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 273 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. APRW has data through Dec 19, 2025 and SCHD through Sep 18, 2026.

Volatility and max drawdown, and the $10,000 over 5.5 years row, are measured over the window both funds cover: Jun 1, 2020 to Dec 19, 2025 (5.5 years).

Risk: Volatility and Drawdowns

SCHD has been the more volatile fund, with annualized monthly volatility of 15.2% compared with 5.7% for APRW. 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 -9.6% for APRW and -16.9% 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 0.70. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

APRW charges 0.74% per year while SCHD charges 0.06%. On a $10,000 position that is $74 vs $6 annually, a gap of $68 per year that compounds over a long holding period. On income, APRW currently yields 0.00% against 3.00% for SCHD.

You are not choosing between two funds in isolation.

Whichever of APRW and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

APRWSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, APRW or SCHD?

APRW has an expense ratio of 0.74% while SCHD charges 0.06%. SCHD is the cheaper option, by $68 a year on a $10,000 investment.

Which is riskier, APRW or SCHD?

SCHD has been the more volatile fund at 15.2% annualized versus 5.7% for APRW. Worst drawdown: APRW -9.6% vs SCHD -16.9%.

Should I hold both APRW and SCHD?

APRW and SCHD have a monthly-return correlation of 0.70, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, APRW or SCHD?

APRW yields 0.00% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than APRW?

SCHD has a lower expense ratio. SCHD led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.