SCHD vs SLJY

SCHD vs SLJY

Which is better, SCHD or SLJY?

Large Cap Value against Option Writing.

SCHD has a lower expense ratio. SLJY led over 1Y and the full window.

Lower Fees: SCHDHigher Returns: SLJY

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

MetricSCHDSLJY
Expense Ratio0.06%Best0.76%
AUM$112.1B$69M
Dividend Yield3.00%24.66%
Holdings103134
YTD Return+24.59%Best+10.50%
1Y Return+28.14%+41.30%Best
3Y Return (annualized)+15.58%-
5Y Return (annualized)+9.90%-
Volatility (annualized)13.3%Best46.3%
Max Drawdown-4.6%Best-35.2%
$10,000 over 1.1 years$12,960$16,020Best
Fund FamilyCharles Schwab Asset ManagementAmplify ETFs
CategoryEquityAlternative
StyleLarge Cap ValueOption Writing
InceptionOct 20, 2011Aug 19, 2025

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.1 years row, are measured over the window both funds cover: Aug 19, 2025 to Sep 10, 2026 (1.1 years).

SCHD vs SLJY 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 covers the 1.1 years both funds cover.

SCHD vs SLJY Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Amplify SILJ Junior Silver Miners Covered Call ETF (SLJY) is an ETF from Amplify ETFs. Over the past year SCHD returned +28.14% while SLJY returned +41.30%. Year to date, SCHD is up 24.59% versus a gain of 10.50% for SLJY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SLJY has been the more volatile fund, with annualized monthly volatility of 46.3% compared with 13.3% 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 -4.6% for SCHD and -35.2% for SLJY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.60. They move together some of the time, and apart the rest.

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 3.00% against 24.66% for SLJY.

Holdings Overlap

We hold position weights for 100 holdings in SCHD and 20 in SLJY, totalling 100.0% and 90.1% 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 100 positions we hold weights for in SCHD and 20 in SLJY, against full books of 103 and 134.

You are not choosing between two funds in isolation.

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

SCHDSLJY

Free for up to 10 holdings. No account needed.

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, by $70 a year on a $10,000 investment.

Which performed better, SCHD or SLJY?

Over the past year SCHD returned +28.14% vs +41.30% for SLJY, so SLJY leads on 1-year performance. Over the longest common window we track (1 years), SCHD annualized +26.58% vs +53.48% for SLJY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SCHD or SLJY?

SLJY has been the more volatile fund at 46.3% annualized versus 13.3% for SCHD. Worst drawdown: SCHD -4.6% vs SLJY -35.2%.

Should I hold both SCHD and SLJY?

SCHD and SLJY have a monthly-return correlation of 0.60, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, SCHD or SLJY?

SCHD yields 3.00% while SLJY yields 24.66%, so SLJY currently pays the higher dividend yield.

Is SLJY better than SCHD?

SCHD has a lower expense ratio. SLJY led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.