CAPA vs SCHD
Defiance AI Capacitors Leaders ETF vs Schwab US Dividend Equity ETF
Which is better, CAPA or SCHD?
Large Cap Growth against Large Cap Value.
SCHD has a lower expense ratio. CAPA 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 | CAPA | SCHD |
|---|---|---|
| Expense Ratio | 0.71% | 0.06%Best |
| AUM | $4M | $112.1B |
| Dividend Yield | 0.00% | 3.00% |
| Holdings | 1 | 103 |
| YTD Return | +0.24% | +25.84%Best |
| 1Y Return | +0.24% | +30.18%Best |
| 3Y Return (annualized) | - | +16.08% |
| 5Y Return (annualized) | - | +9.97% |
| Volatility (annualized) | - | 14.5% |
| Max Drawdown | -55.6% | -16.9%Best |
| $10,000 over 5.8 years | $25,119Best | $20,213 |
| Fund Family | Defiance ETFs, LLC | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Aug 25, 2026 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 5.8 years row, are measured over the window both funds cover: Nov 13, 2020 to Sep 15, 2026 (5.8 years).
CAPA 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 5.8 years both funds cover.
CAPA vs SCHD Performance
Defiance AI Capacitors Leaders ETF (CAPA) 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 CAPA returned +0.24% while SCHD returned +30.18%. Year to date, CAPA is up 0.24% versus a gain of 25.84% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -55.6% for CAPA and -16.9% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
Fees and Cost Over Time
CAPA charges 0.71% per year while SCHD charges 0.06%. On a $10,000 position that is $71 vs $6 annually, a gap of $65 per year that compounds over a long holding period. On income, CAPA currently yields 0.00% against 3.00% for SCHD.
Holdings Overlap
We hold position weights for 1 holding in CAPA and 100 in SCHD, totalling 10.9% 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 CAPA and 100 in SCHD, against full books of 1 and 103.
You are not choosing between two funds in isolation.
Whichever of CAPA 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, CAPA or SCHD?
CAPA has an expense ratio of 0.71% while SCHD charges 0.06%. SCHD is the cheaper option, by $65 a year on a $10,000 investment.
Which performed better, CAPA or SCHD?
Over the past year CAPA returned +0.24% vs +30.18% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (6 years), CAPA annualized +17.21% vs +12.90% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which pays a higher dividend, CAPA or SCHD?
CAPA yields 0.00% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than CAPA?
SCHD has a lower expense ratio. CAPA 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.