COIW vs SCHD

COIW vs SCHD
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Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 103 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: SCHD

Side-by-Side Comparison

MetricCOIWSCHDWinner
Expense Ratio0.99%0.06%
AUM$42M$112.2B
Dividend Yield233.84%3.13%
Holdings5103
YTD Return-50.39%+27.60%
1Y Return-64.45%+29.63%
3Y Return (annualized)-+16.43%
5Y Return (annualized)-+10.05%
Volatility (annualized)80.7%13.6%
Max Drawdown-80.4%-33.4%
Fund FamilyRoundhill InvestmentsCharles Schwab Asset Management
CategoryEquityEquity
InceptionFeb 19, 2025Oct 20, 2011

COIW vs SCHD Performance

Roundhill COIN WeeklyPay ETF (COIW) is a ETF from Roundhill Investments and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year COIW returned -64.45% while SCHD returned +29.63%. Year to date, COIW is down 50.39% versus a gain of 27.60% for SCHD.

Risk: Volatility and Drawdowns

COIW has been the more volatile fund, with annualized monthly volatility of 80.7% 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 -80.4% for COIW 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 -0.19. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

COIW charges 0.99% per year while SCHD charges 0.06%. On a $10,000 position that is $99 vs $6 annually, a gap of $93 per year that compounds over a long holding period. On income, COIW currently yields 233.84% against 3.13% for SCHD.

Holdings Overlap

0.0%overlap

COIW and SCHD share 0 holdings out of 102 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, COIW or SCHD?

COIW has an expense ratio of 0.99% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $93 per year of difference.

Which performed better, COIW or SCHD?

Over the past year COIW returned -64.45% vs +29.63% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), COIW annualized -37.73% vs +11.54% for SCHD. Past performance does not guarantee future results.

Which is riskier, COIW or SCHD?

COIW has been the more volatile fund at 80.7% annualized versus 13.6% for SCHD. Worst drawdown: COIW -80.4% vs SCHD -33.4%.

Should I hold both COIW and SCHD?

COIW and SCHD have a monthly-return correlation of -0.19, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between COIW and SCHD?

COIW and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 102 unique securities.

Which pays a higher dividend, COIW or SCHD?

COIW yields 233.84% while SCHD yields 3.13%, so COIW currently pays the higher dividend yield.

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