AGOX vs SCHD

Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: SCHD

Side-by-Side Comparison

MetricAGOXSCHDWinner
Expense Ratio1.33%0.06%
AUM$371M$103.7B
Dividend Yield2.65%3.31%
Holdings464104
YTD Return+19.38%+24.08%
1Y Return+18.91%+31.88%
3Y Return (annualized)+14.58%+14.92%
5Y Return (annualized)+7.77%+9.85%
Volatility (annualized)18.7%13.6%
Max Drawdown-26.9%-33.4%
Fund FamilyAdaptive ETFsCharles Schwab Asset Management
CategoryEquityEquity
InceptionSep 20, 2012Oct 20, 2011

AGOX vs SCHD Performance

Adaptive Alpha Opportunities ETF (AGOX) is a ETF from Adaptive ETFs and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year AGOX returned +18.91% while SCHD returned +31.88%. Year to date, AGOX is up 19.38% versus a gain of 24.08% for SCHD.

Over three years, AGOX compounded at +14.58% per year against +14.92% for SCHD; over five years the annualized figures are +7.77% and +9.85% respectively. Across the full 5-year window we track, SCHD has the edge at +11.39% annualized vs +8.68%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AGOX has been the more volatile fund, with annualized monthly volatility of 18.7% compared with 13.6% 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 -26.9% for AGOX and -33.4% for SCHD. 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 0.57. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AGOX charges 1.33% per year while SCHD charges 0.06%. On a $10,000 position that is $133 vs $6 annually, a gap of $127 per year that compounds over a long holding period. On income, AGOX currently yields 2.65% against 3.31% for SCHD.

Holdings Overlap

0.0%overlap

AGOX and SCHD share 0 holdings out of 138 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, AGOX or SCHD?

AGOX has an expense ratio of 1.33% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $127 per year of difference.

Which performed better, AGOX or SCHD?

Over the past year AGOX returned +18.91% vs +31.88% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (5 years), AGOX annualized +8.68% vs +11.39% for SCHD. Past performance does not guarantee future results.

Which is riskier, AGOX or SCHD?

AGOX has been the more volatile fund at 18.7% annualized versus 13.6% for SCHD. Worst drawdown: AGOX -26.9% vs SCHD -33.4%.

Should I hold both AGOX and SCHD?

AGOX and SCHD have a monthly-return correlation of 0.57, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AGOX and SCHD?

AGOX and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 138 unique securities.

Which pays a higher dividend, AGOX or SCHD?

AGOX yields 2.65% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.

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