AVGX vs SCHD
Defiance Daily Target 2X Long AVGO ETF vs Schwab US Dividend Equity ETF
Which is better, AVGX or SCHD?
Trading-Leveraged Debt against Large Cap Value.
SCHD has a lower expense ratio. AVGX led over the full window, SCHD over 1Y.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | AVGX | SCHD |
|---|---|---|
| Expense Ratio | 1.30% | 0.06%Best |
| AUM | $194M | $112.1B |
| Dividend Yield | 1.60% | 3.00% |
| Holdings | 20 | 103 |
| YTD Return | -14.92% | +24.59%Best |
| 1Y Return | -32.75% | +28.14%Best |
| 3Y Return (annualized) | - | +15.58% |
| 5Y Return (annualized) | - | +9.90% |
| Volatility (annualized) | 106.0% | 13.4%Best |
| Max Drawdown | -70.7% | -16.1%Best |
| $10,000 over 2.1 years | $21,944Best | $13,414 |
| Fund Family | Defiance ETFs, LLC | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Debt | Large Cap Value |
| Inception | Aug 21, 2024 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.1 years row, are measured over the window both funds cover: Aug 22, 2024 to Sep 10, 2026 (2.1 years).
AVGX vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.1 years both funds cover.
AVGX vs SCHD Performance
Defiance Daily Target 2X Long AVGO ETF (AVGX) is an ETF from Defiance ETFs, LLC and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year AVGX returned -32.75% while SCHD returned +28.14%. Year to date, AVGX is down 14.92% versus a gain of 24.59% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AVGX has been the more volatile fund, with annualized monthly volatility of 106.0% compared with 13.4% 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 -70.7% for AVGX and -16.1% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at -0.23. They move largely independently of each other.
Fees and Cost Over Time
AVGX charges 1.30% per year while SCHD charges 0.06%. On a $10,000 position that is $130 vs $6 annually, a gap of $124 per year that compounds over a long holding period. On income, AVGX currently yields 1.60% against 3.00% for SCHD.
Holdings Overlap
We hold position weights for 1 holding in AVGX and 100 in SCHD, totalling 15.3% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 1 positions we hold weights for in AVGX and 100 in SCHD, against full books of 20 and 103.
You are not choosing between two funds in isolation.
Whichever of AVGX and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AVGX or SCHD?
AVGX has an expense ratio of 1.30% while SCHD charges 0.06%. SCHD is the cheaper option, by $124 a year on a $10,000 investment.
Which performed better, AVGX or SCHD?
Over the past year AVGX returned -32.75% vs +28.14% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), AVGX annualized +45.39% vs +15.01% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AVGX or SCHD?
AVGX has been the more volatile fund at 106.0% annualized versus 13.4% for SCHD. Worst drawdown: AVGX -70.7% vs SCHD -16.1%.
Should I hold both AVGX and SCHD?
AVGX and SCHD have a monthly-return correlation of -0.23, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, AVGX or SCHD?
AVGX yields 1.60% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than AVGX?
SCHD has a lower expense ratio. AVGX led over the full window, SCHD over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.