MUNX vs SCHD
AMG GW&K Muni Income ETF vs Schwab US Dividend Equity ETF
Which is better, MUNX or SCHD?
Municipal Bond against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | MUNX | SCHD |
|---|---|---|
| Expense Ratio | 0.29% | 0.06%Best |
| AUM | $19M | $112.1B |
| Dividend Yield | 2.61% | 3.00% |
| Holdings | 76 | 103 |
| YTD Return | -1.63% | +24.23%Best |
| 1Y Return | -0.94% | +27.90%Best |
| 3Y Return (annualized) | - | +15.55% |
| 5Y Return (annualized) | - | +9.97% |
| Fund Family | AMG Funds | Charles Schwab Asset Management |
| Category | Tax Preferred | Equity |
| Style | Municipal Bond | Large Cap Value |
| Inception | Oct 29, 2025 | Oct 20, 2011 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
MUNX vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
MUNX vs SCHD Performance
AMG GW&K Muni Income ETF (MUNX) is an ETF from AMG Funds and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year MUNX returned -0.94% while SCHD returned +27.90%. Year to date, MUNX is down 1.63% versus a gain of 24.23% for SCHD.
Past performance does not guarantee future results.
Fees and Cost Over Time
MUNX charges 0.29% per year while SCHD charges 0.06%. On a $10,000 position that is $29 vs $6 annually, a gap of $23 per year that compounds over a long holding period. On income, MUNX currently yields 2.61% against 3.00% for SCHD.
You are not choosing between two funds in isolation.
Whichever of MUNX and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, MUNX or SCHD?
MUNX has an expense ratio of 0.29% while SCHD charges 0.06%. SCHD is the cheaper option, by $23 a year on a $10,000 investment.
Which performed better, MUNX or SCHD?
Over the past year MUNX returned -0.94% vs +27.90% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which pays a higher dividend, MUNX or SCHD?
MUNX yields 2.61% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than MUNX?
SCHD has a lower expense ratio. SCHD led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.