LOGO vs SCHD
Alpha Brands Consumption Leaders 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 | LOGO | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.69% | 0.06% | |
| AUM | $33M | $103.7B | |
| Dividend Yield | 0.00% | 3.31% | |
| Holdings | 52 | 104 | |
| YTD Return | +0.97% | +24.26% | |
| 1Y Return | +1.88% | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 12.7% | 13.6% | |
| Max Drawdown | -18.3% | -33.4% | |
| Fund Family | ALPHA Brand | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | May 27, 2025 | Oct 20, 2011 |
LOGO vs SCHD Performance
Alpha Brands Consumption Leaders ETF (LOGO) is a ETF from ALPHA Brand and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year LOGO returned +1.88% while SCHD returned +31.38%. Year to date, LOGO is up 0.97% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 12.7% for LOGO. 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 -18.3% for LOGO 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 0.12. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
LOGO charges 0.69% per year while SCHD charges 0.06%. On a $10,000 position that is $69 vs $6 annually, a gap of $63 per year that compounds over a long holding period. On income, LOGO currently yields 0.00% against 3.31% for SCHD.
Holdings Overlap
LOGO and SCHD share 0 holdings out of 105 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, LOGO or SCHD?
LOGO has an expense ratio of 0.69% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $63 per year of difference.
Which performed better, LOGO or SCHD?
Over the past year LOGO returned +1.88% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), LOGO annualized +5.34% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, LOGO or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 12.7% for LOGO. Worst drawdown: LOGO -18.3% vs SCHD -33.4%.
Should I hold both LOGO and SCHD?
LOGO and SCHD have a monthly-return correlation of 0.12, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LOGO and SCHD?
LOGO and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 105 unique securities.
Which pays a higher dividend, LOGO or SCHD?
LOGO yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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