CONL vs SCHD
GraniteShares 2x Long COIN Daily 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 | CONL | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.04% | 0.06% | |
| AUM | $523M | $103.7B | |
| Dividend Yield | 0.00% | 3.31% | |
| Holdings | 2 | 104 | |
| YTD Return | -72.59% | +24.26% | |
| 1Y Return | -86.95% | +31.38% | |
| 3Y Return (annualized) | -31.12% | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 159.8% | 13.6% | |
| Max Drawdown | -95.4% | -33.4% | |
| Fund Family | GraniteShares | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Aug 9, 2022 | Oct 20, 2011 |
CONL vs SCHD Performance
GraniteShares 2x Long COIN Daily ETF (CONL) is a ETF from GraniteShares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year CONL returned -86.95% while SCHD returned +31.38%. Year to date, CONL is down 72.59% versus a gain of 24.26% for SCHD.
Over three years, CONL compounded at -31.12% per year against +15.08% for SCHD. Across the full 4-year window we track, SCHD has the edge at +11.39% annualized vs -32.43%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CONL has been the more volatile fund, with annualized monthly volatility of 159.8% 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 -95.4% for CONL 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 0.21. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
CONL charges 1.04% per year while SCHD charges 0.06%. On a $10,000 position that is $104 vs $6 annually, a gap of $98 per year that compounds over a long holding period. On income, CONL currently yields 0.00% against 3.31% for SCHD.
Holdings Overlap
CONL 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, CONL or SCHD?
CONL has an expense ratio of 1.04% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $98 per year of difference.
Which performed better, CONL or SCHD?
Over the past year CONL returned -86.95% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (4 years), CONL annualized -32.43% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, CONL or SCHD?
CONL has been the more volatile fund at 159.8% annualized versus 13.6% for SCHD. Worst drawdown: CONL -95.4% vs SCHD -33.4%.
Should I hold both CONL and SCHD?
CONL and SCHD have a monthly-return correlation of 0.21, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CONL and SCHD?
CONL and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, CONL or SCHD?
CONL yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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