ETHO vs SCHD
Amplify Etho Climate Leadership US ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. ETHO delivered stronger 1-year returns. ETHO offers more diversification with 288 holdings.
Side-by-Side Comparison
| Metric | ETHO | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.06% | |
| AUM | $196M | $108.7B | |
| Dividend Yield | 0.70% | 3.13% | |
| Holdings | 288 | 104 | |
| YTD Return | +26.68% | +26.54% | |
| 1Y Return | +38.71% | +30.90% | |
| 3Y Return (annualized) | +17.46% | +16.29% | |
| 5Y Return (annualized) | +7.26% | +9.65% | |
| Volatility (annualized) | 17.7% | 13.6% | |
| Max Drawdown | -36.7% | -33.4% | |
| Fund Family | Amplify ETFs | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Nov 18, 2015 | Oct 20, 2011 |
ETHO vs SCHD Performance
Amplify Etho Climate Leadership US ETF (ETHO) is a ETF from Amplify ETFs and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year ETHO returned +38.71% while SCHD returned +30.90%. Year to date, ETHO is up 26.68% versus a gain of 26.54% for SCHD.
Over three years, ETHO compounded at +17.46% per year against +16.29% for SCHD; over five years the annualized figures are +7.26% and +9.65% respectively. Across the full 11-year window we track, ETHO has the edge at +12.87% annualized vs +11.51%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ETHO has been the more volatile fund, with annualized monthly volatility of 17.7% 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 -36.7% for ETHO 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 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ETHO charges 0.45% per year while SCHD charges 0.06%. On a $10,000 position that is $45 vs $6 annually, a gap of $39 per year that compounds over a long holding period. On income, ETHO currently yields 0.70% against 3.13% for SCHD.
Holdings Overlap
ETHO and SCHD share 16 holdings out of 368 unique holdings combined, representing a 3.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, ETHO or SCHD?
ETHO has an expense ratio of 0.45% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $39 per year of difference.
Which performed better, ETHO or SCHD?
Over the past year ETHO returned +38.71% vs +30.90% for SCHD, so ETHO leads on 1-year performance. Over the longest common window we track (11 years), ETHO annualized +12.87% vs +11.51% for SCHD. Past performance does not guarantee future results.
Which is riskier, ETHO or SCHD?
ETHO has been the more volatile fund at 17.7% annualized versus 13.6% for SCHD. Worst drawdown: ETHO -36.7% vs SCHD -33.4%.
Should I hold both ETHO and SCHD?
ETHO and SCHD have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ETHO and SCHD?
ETHO and SCHD share 16 common holdings with a 3.0% weight overlap. Combined, they hold 368 unique securities.
Which pays a higher dividend, ETHO or SCHD?
ETHO yields 0.70% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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