AVGU vs SCHD
GraniteShares 2x Long AVGO Daily ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. AVGU delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | AVGU | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.50% | 0.06% | |
| AUM | $33M | $103.7B | |
| Dividend Yield | 0.00% | 3.31% | |
| Holdings | 2 | 104 | |
| YTD Return | +17.86% | +25.62% | |
| 1Y Return | +36.11% | +32.62% | |
| 3Y Return (annualized) | - | +15.58% | |
| 5Y Return (annualized) | - | +9.63% | |
| Volatility (annualized) | 95.2% | 13.6% | |
| Max Drawdown | -53.3% | -33.4% | |
| Fund Family | GraniteShares | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Jul 15, 2025 | Oct 20, 2011 |
AVGU vs SCHD Performance
GraniteShares 2x Long AVGO Daily ETF (AVGU) is a ETF from GraniteShares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year AVGU returned +36.11% while SCHD returned +32.62%. Year to date, AVGU is up 17.86% versus a gain of 25.62% for SCHD.
Risk: Volatility and Drawdowns
AVGU has been the more volatile fund, with annualized monthly volatility of 95.2% 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 -53.3% for AVGU 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 0.11. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
AVGU charges 1.50% per year while SCHD charges 0.06%. On a $10,000 position that is $150 vs $6 annually, a gap of $144 per year that compounds over a long holding period. On income, AVGU currently yields 0.00% against 3.31% for SCHD.
Holdings Overlap
AVGU and SCHD share 0 holdings out of 101 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, AVGU or SCHD?
AVGU has an expense ratio of 1.50% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $144 per year of difference.
Which performed better, AVGU or SCHD?
Over the past year AVGU returned +36.11% vs +32.62% for SCHD, so AVGU leads on 1-year performance. Over the longest common window we track (1 years), AVGU annualized +51.88% vs +11.47% for SCHD. Past performance does not guarantee future results.
Which is riskier, AVGU or SCHD?
AVGU has been the more volatile fund at 95.2% annualized versus 13.6% for SCHD. Worst drawdown: AVGU -53.3% vs SCHD -33.4%.
Should I hold both AVGU and SCHD?
AVGU and SCHD have a monthly-return correlation of 0.11, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AVGU and SCHD?
AVGU and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, AVGU or SCHD?
AVGU yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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