BLOK vs SCHD
Amplify Blockchain Technology ETF vs Schwab US Dividend Equity ETF
Which is better, BLOK or SCHD?
Multi Alternative against Large Cap Value.
SCHD has a lower expense ratio. BLOK led over 3Y and the full window, SCHD over 1Y and 5Y.
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 | BLOK | SCHD |
|---|---|---|
| Expense Ratio | 0.73% | 0.06%Best |
| AUM | $1.0B | $111.6B |
| Dividend Yield | 0.80% | 3.24% |
| Holdings | 110 | 206 |
| YTD Return | -5.87% | +24.55%Best |
| 1Y Return | -23.01% | +29.85%Best |
| 3Y Return (annualized) | +41.70%Best | +16.64% |
| 5Y Return (annualized) | +5.66% | +9.54%Best |
| Volatility (annualized) | 39.9% | 16.3%Best |
| Max Drawdown | -73.3% | -33.4%Best |
| $10,000 over 5 years | $13,169 | $15,771Best |
| Fund Family | Amplify ETFs | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Multi Alternative | Large Cap Value |
| Inception | Jan 16, 2018 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jan 17, 2018 to Oct 14, 2026 (8.7 years).
BLOK 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 covers the 8.7 years both funds cover.
BLOK vs SCHD Performance
Amplify Blockchain Technology ETF (BLOK) is an ETF from Amplify ETFs and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year BLOK returned -23.01% while SCHD returned +29.85%. Year to date, BLOK is down 5.87% versus a gain of 24.55% for SCHD.
Over three years, BLOK compounded at +41.70% per year against +16.64% for SCHD; over five years the annualized figures are +5.66% and +9.54% respectively. Across the full 9-year window we track, BLOK has the edge at +14.23% annualized vs +10.08%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BLOK has been the more volatile fund, with annualized monthly volatility of 39.9% compared with 16.3% 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 -73.3% for BLOK and -33.4% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.49. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BLOK charges 0.73% per year while SCHD charges 0.06%. On a $10,000 position that is $73 vs $6 annually, a gap of $67 per year that compounds over a long holding period. On income, BLOK currently yields 0.80% against 3.24% for SCHD.
Holdings Overlap
At least 0.5% of SCHD's money is in holdings BLOK also owns.
Stated as a floor: for BLOK, our book for it covers 91.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 49 positions we hold weights for in BLOK and 98 in SCHD, against full books of 110 and 206.
Top Shared Holdings
| Stock | Weight in BLOK | Weight in SCHD | Difference |
|---|---|---|---|
| BRBroadridge Financial Solutions, Inc. | 1.55% | 0.46% | 1.09% |
You are not choosing between two funds in isolation.
Whichever of BLOK 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, BLOK or SCHD?
BLOK has an expense ratio of 0.73% while SCHD charges 0.06%. SCHD is the cheaper option, by $67 a year on a $10,000 investment.
Which performed better, BLOK or SCHD?
Over the past year BLOK returned -23.01% vs +29.85% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (9 years), BLOK annualized +14.23% vs +10.08% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BLOK or SCHD?
BLOK has been the more volatile fund at 39.9% annualized versus 16.3% for SCHD. Worst drawdown: BLOK -73.3% vs SCHD -33.4%.
Should I hold both BLOK and SCHD?
BLOK and SCHD have a monthly-return correlation of 0.49, 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, BLOK or SCHD?
BLOK yields 0.80% while SCHD yields 3.24%, so SCHD currently pays the higher dividend yield.
Is SCHD better than BLOK?
SCHD has a lower expense ratio. BLOK led over 3Y and the full window, SCHD over 1Y and 5Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.