AVGX vs SCHD
Defiance Daily Target 2X Long AVGO ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | AVGX | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.30% | 0.06% | |
| AUM | $227M | $103.7B | |
| Dividend Yield | 0.93% | 3.31% | |
| Holdings | 10 | 104 | |
| YTD Return | +16.86% | +26.21% | |
| 1Y Return | +27.80% | +29.99% | |
| 3Y Return (annualized) | - | +15.73% | |
| 5Y Return (annualized) | - | +9.67% | |
| Volatility (annualized) | 107.0% | 13.6% | |
| Max Drawdown | -70.7% | -33.4% | |
| Fund Family | Defiance ETFs, LLC | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Aug 21, 2024 | Oct 20, 2011 |
AVGX vs SCHD Performance
Defiance Daily Target 2X Long AVGO ETF (AVGX) is a ETF from Defiance ETFs, LLC and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year AVGX returned +27.80% while SCHD returned +29.99%. Year to date, AVGX is up 16.86% versus a gain of 26.21% for SCHD.
Risk: Volatility and Drawdowns
AVGX has been the more volatile fund, with annualized monthly volatility of 107.0% 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 -70.7% for AVGX 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 -0.23. They move independently enough that combining them can meaningfully diversify a portfolio.
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 0.93% against 3.31% for SCHD.
Holdings Overlap
AVGX 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, AVGX or SCHD?
AVGX has an expense ratio of 1.30% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $124 per year of difference.
Which performed better, AVGX or SCHD?
Over the past year AVGX returned +27.80% vs +29.99% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), AVGX annualized +73.25% vs +11.50% for SCHD. Past performance does not guarantee future results.
Which is riskier, AVGX or SCHD?
AVGX has been the more volatile fund at 107.0% annualized versus 13.6% for SCHD. Worst drawdown: AVGX -70.7% vs SCHD -33.4%.
Should I hold both AVGX and SCHD?
AVGX and SCHD have a monthly-return correlation of -0.23, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AVGX and SCHD?
AVGX and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, AVGX or SCHD?
AVGX yields 0.93% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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