SCHD vs SLJY

SCHD vs SLJY
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Quick Verdict

SCHD has a lower expense ratio. SLJY delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.

Lower Fees: SCHDHigher Returns: SLJYMore Diversified: SCHD

Side-by-Side Comparison

MetricSCHDSLJYWinner
Expense Ratio0.06%0.76%
AUM$108.7B$65M
Dividend Yield3.13%27.44%
Holdings10458
YTD Return+26.50%+4.72%
1Y Return+31.25%+49.20%
3Y Return (annualized)+16.34%-
5Y Return (annualized)+10.10%-
Volatility (annualized)13.6%45.0%
Max Drawdown-33.4%-35.2%
Fund FamilyCharles Schwab Asset ManagementAmplify ETFs
CategoryEquityAlternative
InceptionOct 20, 2011Aug 19, 2025

SCHD vs SLJY Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Amplify SILJ Junior Silver Miners Covered Call ETF (SLJY) is a ETF from Amplify ETFs. Over the past year SCHD returned +31.25% while SLJY returned +49.20%. Year to date, SCHD is up 26.50% versus a gain of 4.72% for SLJY.

Risk: Volatility and Drawdowns

SLJY has been the more volatile fund, with annualized monthly volatility of 45.0% 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 -33.4% for SCHD and -35.2% for SLJY. 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 0.59. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SCHD charges 0.06% per year while SLJY charges 0.76%. On a $10,000 position that is $6 vs $76 annually, a gap of $70 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 27.44% for SLJY.

Holdings Overlap

0.0%overlap

SCHD and SLJY share 0 holdings out of 120 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, SCHD or SLJY?

SCHD has an expense ratio of 0.06% while SLJY charges 0.76%. SCHD is the cheaper option. On a $10,000 investment, that is $70 per year of difference.

Which performed better, SCHD or SLJY?

Over the past year SCHD returned +31.25% vs +49.20% for SLJY, so SLJY leads on 1-year performance. Past performance does not guarantee future results.

Which is riskier, SCHD or SLJY?

SLJY has been the more volatile fund at 45.0% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs SLJY -35.2%.

Should I hold both SCHD and SLJY?

SCHD and SLJY have a monthly-return correlation of 0.59, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SCHD and SLJY?

SCHD and SLJY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 120 unique securities.

Which pays a higher dividend, SCHD or SLJY?

SCHD yields 3.13% while SLJY yields 27.44%, so SLJY currently pays the higher dividend yield.

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