ROBX vs SCHD

ROBX vs SCHD

Which is better, ROBX or SCHD?

Mid Cap Blend against Large Cap Value.

SCHD has a lower expense ratio.

Lower Fees: SCHD

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

MetricROBXSCHD
Expense Ratio0.49%0.06%Best
AUM$1M$112.1B
Dividend Yield0.00%3.00%
Holdings9103
YTD Return-7.18%+25.88%Best
1Y Return-+30.22%
3Y Return (annualized)-+16.05%
5Y Return (annualized)-+10.17%
Fund FamilyAmplify ETFsCharles Schwab Asset Management
CategoryEquityEquity
StyleMid Cap BlendLarge Cap Value
InceptionAug 19, 2026Oct 20, 2011

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

ROBX 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.

ROBX vs SCHD Performance

Amplify Top 10 Robotics ETF (ROBX) is an ETF from Amplify ETFs and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, ROBX is down 7.18% versus a gain of 25.88% for SCHD.

Past performance does not guarantee future results.

Fees and Cost Over Time

ROBX charges 0.49% per year while SCHD charges 0.06%. On a $10,000 position that is $49 vs $6 annually, a gap of $43 per year that compounds over a long holding period. On income, ROBX currently yields 0.00% against 3.00% for SCHD.

Holdings Overlap

We hold position weights for 9 holdings in ROBX and 100 in SCHD, totalling 73.3% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 9 positions we hold weights for in ROBX and 100 in SCHD, against full books of 9 and 103.

You are not choosing between two funds in isolation.

Whichever of ROBX and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

ROBXSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ROBX or SCHD?

ROBX has an expense ratio of 0.49% while SCHD charges 0.06%. SCHD is the cheaper option, by $43 a year on a $10,000 investment.

Which pays a higher dividend, ROBX or SCHD?

ROBX yields 0.00% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than ROBX?

SCHD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.