PSIL vs SCHD

Quick Verdict

SCHD has a lower expense ratio. PSIL delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: PSILMore Diversified: SCHD

Side-by-Side Comparison

MetricPSILSCHDWinner
Expense Ratio1.00%0.06%
AUM$49M$103.7B
Dividend Yield7.19%3.31%
Holdings31104
YTD Return+47.73%+24.26%
1Y Return+69.41%+31.38%
3Y Return (annualized)+15.31%+15.08%
5Y Return (annualized)-22.13%+9.72%
Volatility (annualized)49.8%13.6%
Max Drawdown-92.7%-33.4%
Fund FamilyAdvisor SharesCharles Schwab Asset Management
CategoryEquityEquity
InceptionSep 15, 2021Oct 20, 2011

PSIL vs SCHD Performance

ADVISORSHARES PSYCHEDELICS ETF (PSIL) is a ETF from Advisor Shares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year PSIL returned +69.41% while SCHD returned +31.38%. Year to date, PSIL is up 47.73% versus a gain of 24.26% for SCHD.

Over three years, PSIL compounded at +15.31% per year against +15.08% for SCHD; over five years the annualized figures are -22.13% and +9.72% respectively. Across the full 5-year window we track, SCHD has the edge at +11.39% annualized vs -22.13%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PSIL has been the more volatile fund, with annualized monthly volatility of 49.8% 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 -92.7% for PSIL 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 0.18. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

PSIL charges 1.00% per year while SCHD charges 0.06%. On a $10,000 position that is $100 vs $6 annually, a gap of $94 per year that compounds over a long holding period. On income, PSIL currently yields 7.19% against 3.31% for SCHD.

Holdings Overlap

0.0%overlap

PSIL and SCHD share 0 holdings out of 129 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, PSIL or SCHD?

PSIL has an expense ratio of 1.00% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $94 per year of difference.

Which performed better, PSIL or SCHD?

Over the past year PSIL returned +69.41% vs +31.38% for SCHD, so PSIL leads on 1-year performance. Over the longest common window we track (5 years), PSIL annualized -22.13% vs +11.39% for SCHD. Past performance does not guarantee future results.

Which is riskier, PSIL or SCHD?

PSIL has been the more volatile fund at 49.8% annualized versus 13.6% for SCHD. Worst drawdown: PSIL -92.7% vs SCHD -33.4%.

Should I hold both PSIL and SCHD?

PSIL and SCHD have a monthly-return correlation of 0.18, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between PSIL and SCHD?

PSIL and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 129 unique securities.

Which pays a higher dividend, PSIL or SCHD?

PSIL yields 7.19% while SCHD yields 3.31%, so PSIL currently pays the higher dividend yield.

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