HACK vs SCHD

Quick Verdict

SCHD has a lower expense ratio. HACK delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.

Lower Fees: SCHDHigher Returns: HACKMore Diversified: SCHD

Side-by-Side Comparison

MetricHACKSCHDWinner
Expense Ratio0.60%0.06%
AUM$3.1B$108.7B
Dividend Yield0.06%3.13%
Holdings25104
YTD Return+49.05%+26.54%
1Y Return+43.48%+30.90%
3Y Return (annualized)+32.86%+16.29%
5Y Return (annualized)+14.10%+9.65%
Volatility (annualized)20.8%13.6%
Max Drawdown-42.7%-33.4%
Fund FamilyAmplify ETFsCharles Schwab Asset Management
CategoryEquityEquity
InceptionNov 11, 2014Oct 20, 2011

HACK vs SCHD Performance

Amplify Cybersecurity ETF (HACK) 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 HACK returned +43.48% while SCHD returned +30.90%. Year to date, HACK is up 49.05% versus a gain of 26.54% for SCHD.

Over three years, HACK compounded at +32.86% per year against +16.29% for SCHD; over five years the annualized figures are +14.10% and +9.65% respectively. Across the full 12-year window we track, HACK has the edge at +14.57% annualized vs +11.51%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

HACK has been the more volatile fund, with annualized monthly volatility of 20.8% 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 -42.7% for HACK 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 0.47. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

HACK charges 0.60% per year while SCHD charges 0.06%. On a $10,000 position that is $60 vs $6 annually, a gap of $54 per year that compounds over a long holding period. On income, HACK currently yields 0.06% against 3.13% for SCHD.

Holdings Overlap

0.0%overlap

HACK and SCHD share 0 holdings out of 124 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, HACK or SCHD?

HACK has an expense ratio of 0.60% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $54 per year of difference.

Which performed better, HACK or SCHD?

Over the past year HACK returned +43.48% vs +30.90% for SCHD, so HACK leads on 1-year performance. Over the longest common window we track (12 years), HACK annualized +14.57% vs +11.51% for SCHD. Past performance does not guarantee future results.

Which is riskier, HACK or SCHD?

HACK has been the more volatile fund at 20.8% annualized versus 13.6% for SCHD. Worst drawdown: HACK -42.7% vs SCHD -33.4%.

Should I hold both HACK and SCHD?

HACK and SCHD have a monthly-return correlation of 0.47, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between HACK and SCHD?

HACK and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 124 unique securities.

Which pays a higher dividend, HACK or SCHD?

HACK yields 0.06% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.