AMUN vs SCHD
abrdn Ultra Short Municipal Income Active ETF vs Schwab US Dividend Equity ETF
Which is better, AMUN or SCHD?
Short Term Municipal Bond against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y.
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 | AMUN | SCHD |
|---|---|---|
| Expense Ratio | 0.25% | 0.06%Best |
| AUM | $58M | $111.6B |
| Dividend Yield | 2.62% | 3.24% |
| Holdings | 136 | 206 |
| YTD Return | +1.73% | +24.55%Best |
| 1Y Return | +1.89% | +29.85%Best |
| 3Y Return (annualized) | - | +16.64% |
| 5Y Return (annualized) | - | +9.54% |
| Volatility (annualized) | 0.6%Best | 14.6% |
| Fund Family | Aberdeen | Charles Schwab Asset Management |
| Category | Fixed Income | Equity |
| Style | Short Term Municipal Bond | Large Cap Value |
| Inception | Mar 17, 1986 | Oct 20, 2011 |
Not shown on this pair: Max Drawdown, $10,000 over the window, Top 10 Weight.
AMUN vs SCHD 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
AMUN vs SCHD Performance
abrdn Ultra Short Municipal Income Active ETF (AMUN) is an ETF from Aberdeen and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year AMUN returned +1.89% while SCHD returned +29.85%. Year to date, AMUN is up 1.73% versus a gain of 24.55% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 0.6% for AMUN. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The two funds' monthly returns correlate at 0.68. They move together some of the time, and apart the rest.
Fees and Cost Over Time
AMUN charges 0.25% per year while SCHD charges 0.06%. On a $10,000 position that is $25 vs $6 annually, a gap of $19 per year that compounds over a long holding period. On income, AMUN currently yields 2.62% against 3.24% for SCHD.
Holdings Overlap
We hold position weights for 20 holdings in AMUN and 98 in SCHD, totalling 28.7% and 99.8% 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 20 positions we hold weights for in AMUN and 98 in SCHD, against full books of 136 and 206.
You are not choosing between two funds in isolation.
Whichever of AMUN and SCHD 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, AMUN or SCHD?
AMUN has an expense ratio of 0.25% while SCHD charges 0.06%. SCHD is the cheaper option, by $19 a year on a $10,000 investment.
Which performed better, AMUN or SCHD?
Over the past year AMUN returned +1.89% vs +29.85% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AMUN or SCHD?
SCHD has been the more volatile fund at 14.6% annualized versus 0.6% for AMUN.
Should I hold both AMUN and SCHD?
AMUN and SCHD have a monthly-return correlation of 0.68, 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, AMUN or SCHD?
AMUN yields 2.62% while SCHD yields 3.24%, so SCHD currently pays the higher dividend yield.
Is SCHD better than AMUN?
SCHD has a lower expense ratio. SCHD led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.