SCHD vs THNR

SCHD vs THNR
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Quick Verdict

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

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: SCHD

Side-by-Side Comparison

MetricSCHDTHNRWinner
Expense Ratio0.06%0.59%
AUM$108.7B$5M
Dividend Yield3.13%1.63%
Holdings10422
YTD Return+28.63%+8.30%
1Y Return+32.53%+22.72%
3Y Return (annualized)+16.97%-
5Y Return (annualized)+10.47%-
Volatility (annualized)13.7%15.7%
Max Drawdown-33.4%-33.1%
Fund FamilyCharles Schwab Asset ManagementAmplify ETFs
CategoryEquityEquity
InceptionOct 20, 2011May 21, 2024

SCHD vs THNR Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Amplify Weight Loss Drug & Treatment ETF (THNR) is a ETF from Amplify ETFs. Over the past year SCHD returned +32.53% while THNR returned +22.72%. Year to date, SCHD is up 28.63% versus a gain of 8.30% for THNR.

Risk: Volatility and Drawdowns

THNR has been the more volatile fund, with annualized monthly volatility of 15.7% compared with 13.7% 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 -33.1% for THNR. 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 0.31. They move independently enough that combining them can meaningfully diversify a portfolio.

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%overlap

SCHD and THNR share 2 holdings out of 119 unique holdings combined, representing a 8.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SCHDWeight in THNRDifference
AMGN4.62%5.39%0.77%
MRK4.26%4.80%0.54%

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. On a $10,000 investment, that is $53 per year of difference.

Which performed better, SCHD or THNR?

Over the past year SCHD returned +32.53% vs +22.72% for THNR, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), SCHD annualized +11.63% vs +4.40% for THNR. Past performance does not guarantee future results.

Which is riskier, SCHD or THNR?

THNR has been the more volatile fund at 15.7% annualized versus 13.7% for SCHD. Worst drawdown: SCHD -33.4% vs THNR -33.1%.

Should I hold both SCHD and THNR?

SCHD and THNR have a monthly-return correlation of 0.31, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SCHD and THNR?

SCHD and THNR share 2 common holdings with a 8.9% weight overlap. Combined, they hold 119 unique securities.

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.

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