AVGW vs SCHD
Roundhill AVGO WeeklyPay 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 | AVGW | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.00% | 0.06% | |
| AUM | $49M | $108.7B | |
| Dividend Yield | 70.08% | 3.13% | |
| Holdings | 5 | 104 | |
| YTD Return | -15.17% | +27.67% | |
| 1Y Return | +2.31% | +31.26% | |
| 3Y Return (annualized) | - | +16.66% | |
| 5Y Return (annualized) | - | +10.18% | |
| Volatility (annualized) | 55.0% | 13.6% | |
| Max Drawdown | -37.6% | -33.4% | |
| Fund Family | Roundhill Investments | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Jul 24, 2025 | Oct 20, 2011 |
AVGW vs SCHD Performance
Roundhill AVGO WeeklyPay ETF (AVGW) is a ETF from Roundhill Investments and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year AVGW returned +2.31% while SCHD returned +31.26%. Year to date, AVGW is down 15.17% versus a gain of 27.67% for SCHD.
Risk: Volatility and Drawdowns
AVGW has been the more volatile fund, with annualized monthly volatility of 55.0% 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 -37.6% for AVGW 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 0.08. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
AVGW charges 1.00% per year while SCHD charges 0.06%. On a $10,000 position that is $100 vs $6 annually, a gap of $94 per year that compounds over a long holding period. On income, AVGW currently yields 70.08% against 3.13% for SCHD.
Holdings Overlap
AVGW and SCHD share 0 holdings out of 102 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, AVGW or SCHD?
AVGW has an expense ratio of 1.00% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $94 per year of difference.
Which performed better, AVGW or SCHD?
Over the past year AVGW returned +2.31% vs +31.26% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), AVGW annualized +2.79% vs +11.57% for SCHD. Past performance does not guarantee future results.
Which is riskier, AVGW or SCHD?
AVGW has been the more volatile fund at 55.0% annualized versus 13.6% for SCHD. Worst drawdown: AVGW -37.6% vs SCHD -33.4%.
Should I hold both AVGW and SCHD?
AVGW and SCHD have a monthly-return correlation of 0.08, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AVGW and SCHD?
AVGW and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 102 unique securities.
Which pays a higher dividend, AVGW or SCHD?
AVGW yields 70.08% while SCHD yields 3.13%, so AVGW currently pays the higher dividend yield.
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