MDAA vs SCHD
MDAA vs SCHD
Myriad Dynamic Asset Allocation ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | MDAA | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.97% | 0.06% | |
| AUM | $452M | $103.7B | |
| Dividend Yield | 0.39% | 3.31% | |
| Holdings | 61 | 104 | |
| YTD Return | +15.95% | +23.31% | |
| 1Y Return | - | +30.42% | |
| 3Y Return (annualized) | - | +14.66% | |
| 5Y Return (annualized) | - | +9.59% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -14.6% | -33.4% | |
| Fund Family | Myriad Asset Management LP | Charles Schwab Asset Management | |
| Category | Allocation/Balanced | Equity | |
| Inception | Oct 3, 2025 | Oct 20, 2011 |
MDAA vs SCHD Performance
Myriad Dynamic Asset Allocation ETF (MDAA) is a ETF from Myriad Asset Management LP and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, MDAA is up 15.95% versus a gain of 23.31% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -14.6% for MDAA and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
MDAA charges 0.97% per year while SCHD charges 0.06%. On a $10,000 position that is $97 vs $6 annually, a gap of $91 per year that compounds over a long holding period. On income, MDAA currently yields 0.39% against 3.31% for SCHD.
Holdings Overlap
MDAA and SCHD share 1 holdings out of 154 unique holdings combined, representing a 0.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in MDAA | Weight in SCHD | Difference |
|---|---|---|---|
| FITB | 0.25% | 1.35% | 1.10% |
Frequently Asked Questions
Which is cheaper, MDAA or SCHD?
MDAA has an expense ratio of 0.97% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $91 per year of difference.
What is the holdings overlap between MDAA and SCHD?
MDAA and SCHD share 1 common holdings with a 0.3% weight overlap. Combined, they hold 154 unique securities.
Which pays a higher dividend, MDAA or SCHD?
MDAA yields 0.39% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.