SCHD vs THNR
Schwab US Dividend Equity ETF vs Amplify Weight Loss Drug & Treatment ETF
Which is better, SCHD or THNR?
Large Cap Value against Large Cap Blend.
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. SCHD is less concentrated, with 41.5% of the fund in its ten largest positions against 61.7%.
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 | SCHD | THNR |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.59% |
| AUM | $112.2B | $5M |
| Dividend Yield | 3.13% | 1.63% |
| Holdings | 103 | 22 |
| YTD Return | +26.13%Best | +3.69% |
| 1Y Return | +30.01%Best | +14.61% |
| 3Y Return (annualized) | +16.09% | - |
| 5Y Return (annualized) | +9.95% | - |
| Volatility (annualized) | 13.0%Best | 14.8% |
| Max Drawdown | -16.1%Best | -33.1% |
| $10,000 over 2.3 years | $14,125Best | $10,546 |
| Top 10 Weight | 41.5%Best | 61.7% |
| Fund Family | Charles Schwab Asset Management | Amplify ETFs |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Oct 20, 2011 | May 21, 2024 |
Volatility and max drawdown, and the $10,000 over 2.3 years row, are measured over the window both funds cover: May 21, 2024 to Sep 8, 2026 (2.3 years).
SCHD vs THNR 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 2.3 years both funds cover.
SCHD vs THNR Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Amplify Weight Loss Drug & Treatment ETF (THNR) is an ETF from Amplify ETFs. Over the past year SCHD returned +30.01% while THNR returned +14.61%. Year to date, SCHD is up 26.13% versus a gain of 3.69% for THNR.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
THNR has been the more volatile fund, with annualized monthly volatility of 14.8% compared with 13.0% 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 -16.1% for SCHD and -33.1% for THNR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.30. They move together some of the time, and apart the rest.
Fees and Cost Over Time
SCHD charges 0.06% per year while THNR charges 0.59%. On a $10,000 position that is $6 vs $59 annually, a gap of $53 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 1.63% for THNR.
Holdings Overlap
8.9% of SCHD's money is in holdings THNR also owns. 10.2% of THNR's money is in holdings SCHD also owns.
THNR and SCHD share little of their money.
2 positions in common, counted across the 100 positions we hold weights for in SCHD and 21 in THNR, against full books of 103 and 22.
What only one of them owns
Our book lists 10 positions for THNR that do not appear in our book for SCHD (47.2% of the fund), and 96 for SCHD that do not appear in THNR (90.8%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of SCHD and THNR 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, SCHD or THNR?
SCHD has an expense ratio of 0.06% while THNR charges 0.59%. SCHD is the cheaper option, by $53 a year on a $10,000 investment.
Which performed better, SCHD or THNR?
Over the past year SCHD returned +30.01% vs +14.61% for THNR, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), SCHD annualized +16.20% vs +2.34% for THNR. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCHD or THNR?
THNR has been the more volatile fund at 14.8% annualized versus 13.0% for SCHD. Worst drawdown: SCHD -16.1% vs THNR -33.1%.
Should I hold both SCHD and THNR?
SCHD and THNR have a monthly-return correlation of 0.30, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between SCHD and THNR?
10.2% of THNR's money is in holdings SCHD also owns. 10.2% of THNR's is in holdings SCHD also owns. They hold 2 positions in common, counted across the 100 positions we hold weights for in SCHD and 21 in THNR.
Which pays a higher dividend, SCHD or THNR?
SCHD yields 3.13% while THNR yields 1.63%, so SCHD currently pays the higher dividend yield.
Is THNR better than SCHD?
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. SCHD is less concentrated, with 41.5% of the fund in its ten largest positions against 61.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.