MDAA vs SCHD
Myriad Dynamic Asset Allocation 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 | MDAA | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.97% | 0.06% | |
| AUM | $458M | $108.7B | |
| Dividend Yield | 0.40% | 3.13% | |
| Holdings | 68 | 104 | |
| YTD Return | +16.33% | +27.93% | |
| 1Y Return | +18.28% | +30.06% | |
| 3Y Return (annualized) | - | +16.25% | |
| 5Y Return (annualized) | - | +10.03% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -14.6% | -33.4% | |
| Fund Family | Myriad Asset Management LP | Charles Schwab Asset Management | |
| Category | Allocation/Balanced | Equity | |
| Inception | Oct 3, 2025 | Oct 20, 2011 |
MDAA vs SCHD Performance
Myriad Dynamic Asset Allocation ETF (MDAA) is a ETF from Myriad Asset Management LP and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year MDAA returned +18.28% while SCHD returned +30.06%. Year to date, MDAA is up 16.33% versus a gain of 27.93% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -14.6% for MDAA and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
MDAA charges 0.97% per year while SCHD charges 0.06%. On a $10,000 position that is $97 vs $6 annually, a gap of $91 per year that compounds over a long holding period. On income, MDAA currently yields 0.40% against 3.13% for SCHD.
Holdings Overlap
MDAA and SCHD share 3 holdings out of 157 unique holdings combined, representing a 1.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, MDAA or SCHD?
MDAA has an expense ratio of 0.97% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $91 per year of difference.
Which performed better, MDAA or SCHD?
Over the past year MDAA returned +18.28% vs +30.06% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between MDAA and SCHD?
MDAA and SCHD share 3 common holdings with a 1.9% weight overlap. Combined, they hold 157 unique securities.
Which pays a higher dividend, MDAA or SCHD?
MDAA yields 0.40% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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