AZTD vs SCHD
Aztlan Global Stock Selection DM SMID 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 | AZTD | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.06% | |
| AUM | $40M | $108.7B | |
| Dividend Yield | 0.93% | 3.13% | |
| Holdings | 55 | 104 | |
| YTD Return | +15.48% | +26.54% | |
| 1Y Return | +18.33% | +30.90% | |
| 3Y Return (annualized) | +17.68% | +16.29% | |
| 5Y Return (annualized) | - | +9.65% | |
| Volatility (annualized) | 16.7% | 13.6% | |
| Max Drawdown | -16.8% | -33.4% | |
| Fund Family | Aztlan Equity Management, LLC | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Aug 17, 2022 | Oct 20, 2011 |
AZTD vs SCHD Performance
Aztlan Global Stock Selection DM SMID ETF (AZTD) is a ETF from Aztlan Equity Management, LLC and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year AZTD returned +18.33% while SCHD returned +30.90%. Year to date, AZTD is up 15.48% versus a gain of 26.54% for SCHD.
Over three years, AZTD compounded at +17.68% per year against +16.29% for SCHD. Across the full 4-year window we track, AZTD has the edge at +14.17% annualized vs +11.51%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AZTD has been the more volatile fund, with annualized monthly volatility of 16.7% 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 -16.8% for AZTD 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 0.68. They move independently enough that combining them can meaningfully diversify a portfolio.
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
AZTD and SCHD share 1 holdings out of 150 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in AZTD | Weight in SCHD | Difference |
|---|---|---|---|
| FHI | 2.04% | 0.11% | 1.93% |
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. On a $10,000 investment, that is $69 per year of difference.
Which performed better, AZTD or SCHD?
Over the past year AZTD returned +18.33% vs +30.90% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (4 years), AZTD annualized +14.17% vs +11.51% for SCHD. Past performance does not guarantee future results.
Which is riskier, AZTD or SCHD?
AZTD has been the more volatile fund at 16.7% annualized versus 13.6% for SCHD. Worst drawdown: AZTD -16.8% vs SCHD -33.4%.
Should I hold both AZTD and SCHD?
AZTD and SCHD have a monthly-return correlation of 0.68, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AZTD and SCHD?
AZTD and SCHD share 1 common holdings with a 0.1% weight overlap. Combined, they hold 150 unique securities.
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.
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