ARMH vs SCHD
Arm Holdings PLC ADRhedged vs Schwab US Dividend Equity ETF
Which is better, ARMH or SCHD?
Large Cap Growth against Large Cap Value.
SCHD has a lower expense ratio. ARMH led over 1Y and the full window.
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 | ARMH | SCHD |
|---|---|---|
| Expense Ratio | 0.19% | 0.06%Best |
| AUM | $4M | $112.1B |
| Dividend Yield | 15.43% | 3.00% |
| Holdings | 2 | 103 |
| YTD Return | +191.30%Best | +23.68% |
| 1Y Return | +134.49%Best | +28.36% |
| 3Y Return (annualized) | - | +16.20% |
| 5Y Return (annualized) | - | +10.07% |
| Volatility (annualized) | 85.8% | 14.2%Best |
| Max Drawdown | -48.8% | -13.0%Best |
| $10,000 over 1.5 years | $27,239Best | $12,841 |
| Fund Family | ADRH | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Mar 13, 2025 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.5 years row, are measured over the window both funds cover: Mar 14, 2025 to Sep 22, 2026 (1.5 years).
ARMH 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 1.5 years both funds cover.
ARMH vs SCHD Performance
Arm Holdings PLC ADRhedged (ARMH) is an ETF from ADRH and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year ARMH returned +134.49% while SCHD returned +28.36%. Year to date, ARMH is up 191.30% versus a gain of 23.68% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ARMH has been the more volatile fund, with annualized monthly volatility of 85.8% compared with 14.2% 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 -48.8% for ARMH and -13.0% 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 -0.20. They move largely independently of each other.
Fees and Cost Over Time
ARMH charges 0.19% per year while SCHD charges 0.06%. On a $10,000 position that is $19 vs $6 annually, a gap of $13 per year that compounds over a long holding period. On income, ARMH currently yields 15.43% against 3.00% for SCHD.
Holdings Overlap
We hold position weights for 2 holdings in ARMH and 100 in SCHD, totalling 99.8% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 2 positions we hold weights for in ARMH and 100 in SCHD, against full books of 2 and 103.
What only one of them owns
Measured across the 2 and 100 positions we hold weights for.
SCHD holds 99 positions ARMH does not, 99.9% 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 ARMH 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, ARMH or SCHD?
ARMH has an expense ratio of 0.19% while SCHD charges 0.06%. SCHD is the cheaper option, by $13 a year on a $10,000 investment.
Which performed better, ARMH or SCHD?
Over the past year ARMH returned +134.49% vs +28.36% for SCHD, so ARMH leads on 1-year performance. Over the longest common window we track (2 years), ARMH annualized +95.04% vs +18.14% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ARMH or SCHD?
ARMH has been the more volatile fund at 85.8% annualized versus 14.2% for SCHD. Worst drawdown: ARMH -48.8% vs SCHD -13.0%.
Should I hold both ARMH and SCHD?
ARMH and SCHD have a monthly-return correlation of -0.20, 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, ARMH or SCHD?
ARMH yields 15.43% while SCHD yields 3.00%, so ARMH currently pays the higher dividend yield.
Is SCHD better than ARMH?
SCHD has a lower expense ratio. ARMH 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.