ATFV vs SCHD
Alger 35 ETF vs Schwab US Dividend Equity ETF
Which is better, ATFV or SCHD?
Large Cap Growth against Large Cap Value.
SCHD has a lower expense ratio. ATFV led over 3Y, 5Y and the full window, SCHD over 1Y.
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 | ATFV | SCHD |
|---|---|---|
| Expense Ratio | 0.56% | 0.06%Best |
| AUM | $487M | $108.9B |
| Dividend Yield | 0.18% | 3.00% |
| Holdings | 36 | 206 |
| YTD Return | +15.05% | +22.89%Best |
| 1Y Return | +12.98% | +29.27%Best |
| 3Y Return (annualized) | +40.66%Best | +16.56% |
| 5Y Return (annualized) | +13.98%Best | +9.63% |
| Volatility (annualized) | 23.8% | 14.7%Best |
| Max Drawdown | -45.3% | -16.9%Best |
| $10,000 over 5 years | $19,237Best | $15,836 |
| Fund Family | Alger | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | May 4, 2021 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: May 4, 2021 to Oct 12, 2026 (5.4 years).
ATFV 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 5.4 years both funds cover.
ATFV vs SCHD Performance
Alger 35 ETF (ATFV) is an ETF from Alger and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year ATFV returned +12.98% while SCHD returned +29.27%. Year to date, ATFV is up 15.05% versus a gain of 22.89% for SCHD.
Over three years, ATFV compounded at +40.66% per year against +16.56% for SCHD; over five years the annualized figures are +13.98% and +9.63% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ATFV has been the more volatile fund, with annualized monthly volatility of 23.8% compared with 14.7% 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 -45.3% for ATFV 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 0.36. They move together some of the time, and apart the rest.
Fees and Cost Over Time
ATFV charges 0.56% per year while SCHD charges 0.06%. On a $10,000 position that is $56 vs $6 annually, a gap of $50 per year that compounds over a long holding period. On income, ATFV currently yields 0.18% against 3.00% for SCHD.
You are not choosing between two funds in isolation.
Whichever of ATFV 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, ATFV or SCHD?
ATFV has an expense ratio of 0.56% while SCHD charges 0.06%. SCHD is the cheaper option, by $50 a year on a $10,000 investment.
Which performed better, ATFV or SCHD?
Over the past year ATFV returned +12.98% vs +29.27% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ATFV or SCHD?
ATFV has been the more volatile fund at 23.8% annualized versus 14.7% for SCHD. Worst drawdown: ATFV -45.3% vs SCHD -16.9%.
Should I hold both ATFV and SCHD?
ATFV and SCHD have a monthly-return correlation of 0.36, 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, ATFV or SCHD?
ATFV yields 0.18% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than ATFV?
SCHD has a lower expense ratio. ATFV led over 3Y, 5Y and the full window, SCHD over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.