Compare · 2 funds side by side · dividends reinvested

AMAX and SCHD

AMAXAdaptive ETFs×SCHDSchwab×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

Search ETFs and stocks

Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,418SCHD · best of the two

Story of the two · IncomeMost incomeAMAX · 12.92% · $1,292 a year on $10k

Story of the two · RiskSmallest drop

AMAX and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.1

Adaptive Hedged Multi-Asset Income ETFIncome · Dividend stocks1.37%12.92%−2.0%−3.3%+8.4%[…]−8.4%12.6%$70M1.9

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

End-of-day Nov 13, 2026 · returns include dividends · since: AMAX 2009 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Adaptive Hedged Multi-Asset Income ETF · $70M[…]

AMAX

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,418

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

AMAXMeasureSCHD

−2.0%

More Ways to See the Pairs

AMAX vs SCHD: Top 5 Holdings

Today

AMAX

78.8%in top 5

SCHD

in top 521.8%

AMAXStockSCHD

22.8%TLTnot top 5

20.4%SPYnot top 5

14.9%IGLDnot top 5

10.4%CASHnot top 5

10.3%MSTRnot top 5

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 13, 2026 · fee on $10,000 a year

Yields: AMAX, SCHD

1Y

12.92%highest, AMAX

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to dateJan 1 → Nov 13

+34.9%

−3.3%1 yearTotal return+37.5%

+8.4%3 years · per year$10,000 became $12,722 · $17,374+20.2%

[…]5 years · per year$10,000 became […] · $16,418+10.4%

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

12.92%Trailing 12-mo yield$1,292 · $292 a year on $10k2.92%

−8.4%Worst dropSmaller is better−6.9%

12.6%VolatilityLower is calmer11.7%

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

1–6SCHD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5TXN4.8%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.2%

not top 5AMGN4.1%

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

AMAX vs SCHD Returns, Every Period

1Y

Adaptive ETFsAMAX

−3.3%

past year

SCHDSchwab

+37.5%

past year

AMAXSCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

AMAX vs SCHD

YTD

Adaptive ETFsAMAX

−2.0%

SCHDSchwab

+34.9%

−2.0%Year to date+34.9%

−8.4%Worst drop · 1Y−6.9%

12.6%Volatility · 1Y11.7%

12.9%Yield2.9%

$70.5MAssets$124B

3–1SCHD wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yield

$10k

AMAX12.92%$1,292

SCHD2.92%$292

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,155most kept, AMAX

AMAX$1,292 − $137 = $1,155

SCHD$292 − $6 = $286

KeptFee

End-of-day Nov 13, 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 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

AMAXWorst drop−8.4%12.6% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

AMAXSCHD

−2.0%Year to date+34.9%

12.9%Yield2.9%

−3.3%Past year+37.5%

1.37%Fee0.06%

3–1SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

Loading…

AMAX and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two