AZTD vs SCHD
Aztlan Global Stock Selection DM SMID ETF vs Schwab US Dividend Equity ETF
Which is better, AZTD or SCHD?
Mid Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. AZTD led over 3Y and the full window, SCHD over 1Y. AZTD is less concentrated, with 22.9% of the fund in its ten largest positions against 41.5%.
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 | AZTD | SCHD |
|---|---|---|
| Expense Ratio | 0.75% | 0.06%Best |
| AUM | $39M | $112.2B |
| Dividend Yield | 0.93% | 3.13% |
| Holdings | 55 | 103 |
| YTD Return | +12.84% | +27.56%Best |
| 1Y Return | +15.11% | +30.29%Best |
| 3Y Return (annualized) | +16.92%Best | +16.37% |
| 5Y Return (annualized) | - | +10.23% |
| Volatility (annualized) | 16.5% | 14.6%Best |
| Max Drawdown | -16.8% | -16.1%Best |
| $10,000 over 4 years | $16,484Best | $15,445 |
| Top 10 Weight | 22.9%Best | 41.5% |
| Fund Family | Aztlan Equity Management, LLC | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Large Cap Value |
| Inception | Aug 17, 2022 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 4 years row, are measured over the window both funds cover: Aug 18, 2022 to Sep 4, 2026 (4 years).
AZTD 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 4 years both funds cover.
AZTD vs SCHD Performance
Aztlan Global Stock Selection DM SMID ETF (AZTD) is an ETF from Aztlan Equity Management, LLC and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year AZTD returned +15.11% while SCHD returned +30.29%. Year to date, AZTD is up 12.84% versus a gain of 27.56% for SCHD.
Over three years, AZTD compounded at +16.92% per year against +16.37% for SCHD. Across the full 4-year window we track, AZTD has the edge at +13.31% annualized vs +11.48%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AZTD has been the more volatile fund, with annualized monthly volatility of 16.5% compared with 14.6% 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 -16.8% for AZTD and -16.1% 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 0.67. They move together some of the time, and apart the rest.
Fees and Cost Over Time
AZTD charges 0.75% per year while SCHD charges 0.06%. On a $10,000 position that is $75 vs $6 annually, a gap of $69 per year that compounds over a long holding period. On income, AZTD currently yields 0.93% against 3.13% for SCHD.
Holdings Overlap
2.1% of AZTD's money is in holdings SCHD also owns. 0.1% of SCHD's money is in holdings AZTD also owns.
AZTD and SCHD share little of their money.
1 positions in common, counted across the 51 positions we hold weights for in AZTD and 100 in SCHD, against full books of 55 and 103.
What only one of them owns
Our book lists 98 positions for SCHD that do not appear in our book for AZTD (99.8% of the fund), and 27 for AZTD that do not appear in SCHD (52.4%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in AZTD | Weight in SCHD | Difference |
|---|---|---|---|
| FHIFederated Hermes Inc | 2.14% | 0.11% | 2.03% |
You are not choosing between two funds in isolation.
Whichever of AZTD 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, AZTD or SCHD?
AZTD has an expense ratio of 0.75% while SCHD charges 0.06%. SCHD is the cheaper option, by $69 a year on a $10,000 investment.
Which performed better, AZTD or SCHD?
Over the past year AZTD returned +15.11% vs +30.29% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (4 years), AZTD annualized +13.31% vs +11.48% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AZTD or SCHD?
AZTD has been the more volatile fund at 16.5% annualized versus 14.6% for SCHD. Worst drawdown: AZTD -16.8% vs SCHD -16.1%.
Should I hold both AZTD and SCHD?
AZTD and SCHD have a monthly-return correlation of 0.67, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between AZTD and SCHD?
2.1% of AZTD's money is in holdings SCHD also owns. 0.1% of SCHD's is in holdings AZTD also owns. They hold 1 positions in common, counted across the 51 positions we hold weights for in AZTD and 100 in SCHD.
Which pays a higher dividend, AZTD or SCHD?
AZTD yields 0.93% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
Is SCHD better than AZTD?
SCHD has a lower expense ratio. AZTD led over 3Y and the full window, SCHD over 1Y. AZTD is less concentrated, with 22.9% of the fund in its ten largest positions against 41.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.