SCHD vs VAMO
Schwab US Dividend Equity ETF vs Cambria Value and Momentum ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | SCHD | VAMO | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.65% | |
| AUM | $108.7B | $87M | |
| Dividend Yield | 3.13% | 0.61% | |
| Holdings | 104 | 103 | |
| YTD Return | +26.54% | +7.95% | |
| 1Y Return | +30.90% | +18.48% | |
| 3Y Return (annualized) | +16.29% | +12.84% | |
| 5Y Return (annualized) | +9.65% | +11.20% | |
| Volatility (annualized) | 13.6% | 13.0% | |
| Max Drawdown | -33.4% | -41.8% | |
| Fund Family | Charles Schwab Asset Management | Cambria Investment Management | |
| Category | Equity | Equity | |
| Inception | Oct 20, 2011 | Sep 8, 2015 |
SCHD vs VAMO Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Cambria Value and Momentum ETF (VAMO) is a ETF from Cambria Investment Management. Over the past year SCHD returned +30.90% while VAMO returned +18.48%. Year to date, SCHD is up 26.54% versus a gain of 7.95% for VAMO.
Over three years, SCHD compounded at +16.29% per year against +12.84% for VAMO; over five years the annualized figures are +9.65% and +11.20% respectively. Across the full 11-year window we track, SCHD has the edge at +11.51% annualized vs +4.73%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 13.0% for VAMO. 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 -41.8% for VAMO. 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 0.56. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SCHD charges 0.06% per year while VAMO charges 0.65%. On a $10,000 position that is $6 vs $65 annually, a gap of $59 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 0.61% for VAMO.
Holdings Overlap
SCHD and VAMO share 7 holdings out of 194 unique holdings combined, representing a 2.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SCHD or VAMO?
SCHD has an expense ratio of 0.06% while VAMO charges 0.65%. SCHD is the cheaper option. On a $10,000 investment, that is $59 per year of difference.
Which performed better, SCHD or VAMO?
Over the past year SCHD returned +30.90% vs +18.48% for VAMO, so SCHD leads on 1-year performance. Over the longest common window we track (11 years), SCHD annualized +11.51% vs +4.73% for VAMO. Past performance does not guarantee future results.
Which is riskier, SCHD or VAMO?
SCHD has been the more volatile fund at 13.6% annualized versus 13.0% for VAMO. Worst drawdown: SCHD -33.4% vs VAMO -41.8%.
Should I hold both SCHD and VAMO?
SCHD and VAMO have a monthly-return correlation of 0.56, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SCHD and VAMO?
SCHD and VAMO share 7 common holdings with a 2.9% weight overlap. Combined, they hold 194 unique securities.
Which pays a higher dividend, SCHD or VAMO?
SCHD yields 3.13% while VAMO yields 0.61%, so SCHD currently pays the higher dividend yield.
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