Compare · 2 funds side by side · dividends reinvested

AMAX and SCHD

AMAXAdaptive ETFs×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,352SCHD · best of the two

02 / 04

AMAX and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.1

Adaptive Hedged Multi-Asset Income ETFIncome · Dividend stocks1.37%12.58%+0.7%−0.7%+10.1%[…]−7.6%12.4%$72M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: AMAX 2009 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Adaptive Hedged Multi-Asset Income ETF · $72M[…]

AMAX

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

AMAXMeasureSCHD

+0.7%Year to dateJan 1 → Nov 3+32.8%

−0.7%1 yearTotal return+37.6%

+10.1%3 years · per year$10,000 became $13,358 · $17,784+21.2%

[…]5 years · per year$10,000 became […] · $16,352+10.3%

1.37%Expense ratio$137 · $6 a year on $10k · lower is better0.06%

12.58%Trailing 12-mo yield$1,258 · $297 a year on $10k2.97%

−7.6%Worst dropSmaller is better−6.9%

12.4%VolatilityLower is calmer11.4%

AMAXSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side

1–6SCHD wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AMAX vs SCHD: Top 5 Holdings

Today

AMAX

79.6%in top 5

SCHD

in top 521.4%

AMAXStockSCHD

22.8%TLTnot top 5

19.8%SPYnot top 5

14.7%IGLDnot top 5

11.5%MSTRnot top 5

10.8%CASHnot top 5

not top 5TXN4.6%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

AMAX vs SCHD Returns, Every Period

Adaptive ETFsAMAX

−0.7%

past year

SCHDSchwab

+37.6%

past year

AMAXSCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

AMAX vs SCHD

YTD

Adaptive ETFsAMAX

+0.7%

SCHDSchwab

+32.8%

+0.7%Year to date+32.8%

−7.6%Worst drop · 1Y−6.9%

12.4%Volatility · 1Y11.4%

12.6%Yield3.0%

$72.4MAssets$121B

3–1SCHD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AMAX, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

AMAX1.37%$137

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: AMAX, SCHD

12.58%highest, AMAX

FundTrailing yieldYield$10k

AMAX12.58%$1,258

SCHD2.97%$297

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,121most kept, AMAX

AMAX$1,258 − $137 = $1,121

SCHD$297 − $6 = $291

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: AMAX, SCHD

Today

0.0%most shared, AMAX and SCHD

AMAXSCHD

AMAX—0.0%

SCHD0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.6%SCHD, at 11.4% volatility

SCHDWorst drop−6.9%11.4% vol

AMAXWorst drop−7.6%12.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

AMAXSCHD

+0.7%Year to date+32.8%

12.6%Yield3.0%

−0.7%Past year+37.6%

1.37%Fee0.06%

3–1SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026