IDVO vs SCHD
Amplify International Enhanced Dividend Income 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 100 holdings.
Side-by-Side Comparison
| Metric | IDVO | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.06% | |
| AUM | $1.3B | $103.7B | |
| Dividend Yield | 6.17% | 3.31% | |
| Holdings | 75 | 104 | |
| YTD Return | +13.42% | +25.62% | |
| 1Y Return | +31.31% | +32.62% | |
| 3Y Return (annualized) | +23.07% | +15.58% | |
| 5Y Return (annualized) | - | +9.63% | |
| Volatility (annualized) | 13.1% | 13.6% | |
| Max Drawdown | -15.5% | -33.4% | |
| Fund Family | Amplify ETFs | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Sep 8, 2022 | Oct 20, 2011 |
IDVO vs SCHD Performance
Amplify International Enhanced Dividend Income ETF (IDVO) 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 IDVO returned +31.31% while SCHD returned +32.62%. Year to date, IDVO is up 13.42% versus a gain of 25.62% for SCHD.
Over three years, IDVO compounded at +23.07% per year against +15.58% for SCHD. Across the full 4-year window we track, IDVO has the edge at +21.58% annualized vs +11.47%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 13.1% for IDVO. 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 -15.5% for IDVO 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 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IDVO charges 0.65% per year while SCHD charges 0.06%. On a $10,000 position that is $65 vs $6 annually, a gap of $59 per year that compounds over a long holding period. On income, IDVO currently yields 6.17% against 3.31% for SCHD.
Holdings Overlap
IDVO and SCHD share 0 holdings out of 156 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, IDVO or SCHD?
IDVO has an expense ratio of 0.65% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $59 per year of difference.
Which performed better, IDVO or SCHD?
Over the past year IDVO returned +31.31% vs +32.62% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (4 years), IDVO annualized +21.58% vs +11.47% for SCHD. Past performance does not guarantee future results.
Which is riskier, IDVO or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 13.1% for IDVO. Worst drawdown: IDVO -15.5% vs SCHD -33.4%.
Should I hold both IDVO and SCHD?
IDVO and SCHD have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IDVO and SCHD?
IDVO and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 156 unique securities.
Which pays a higher dividend, IDVO or SCHD?
IDVO yields 6.17% while SCHD yields 3.31%, so IDVO currently pays the higher dividend yield.
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