AZNH vs SCHD
AstraZeneca PLC ADRhedged 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 | AZNH | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.19% | 0.06% | |
| AUM | $1M | $108.7B | |
| Dividend Yield | 1.07% | 3.13% | |
| Holdings | 2 | 104 | |
| YTD Return | -1.50% | +26.50% | |
| 1Y Return | +18.04% | +31.25% | |
| 3Y Return (annualized) | - | +16.34% | |
| 5Y Return (annualized) | - | +10.10% | |
| Volatility (annualized) | 21.7% | 13.6% | |
| Max Drawdown | -17.4% | -33.4% | |
| Fund Family | ADRH | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Oct 1, 2024 | Oct 20, 2011 |
AZNH vs SCHD Performance
AstraZeneca PLC ADRhedged (AZNH) is a ETF from ADRH and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year AZNH returned +18.04% while SCHD returned +31.25%. Year to date, AZNH is down 1.50% versus a gain of 26.50% for SCHD.
Risk: Volatility and Drawdowns
AZNH has been the more volatile fund, with annualized monthly volatility of 21.7% 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 -17.4% for AZNH 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 0.23. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
AZNH 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, AZNH currently yields 1.07% against 3.13% for SCHD.
Holdings Overlap
AZNH 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, AZNH or SCHD?
AZNH has an expense ratio of 0.19% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $13 per year of difference.
Which performed better, AZNH or SCHD?
Over the past year AZNH returned +18.04% vs +31.25% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), AZNH annualized +11.55% vs +11.50% for SCHD. Past performance does not guarantee future results.
Which is riskier, AZNH or SCHD?
AZNH has been the more volatile fund at 21.7% annualized versus 13.6% for SCHD. Worst drawdown: AZNH -17.4% vs SCHD -33.4%.
Should I hold both AZNH and SCHD?
AZNH and SCHD have a monthly-return correlation of 0.23, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AZNH and SCHD?
AZNH and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, AZNH or SCHD?
AZNH yields 1.07% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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