CORD vs SCHD

CORD 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

MetricCORDSCHDWinner
Expense Ratio1.50%0.06%
AUM$20M$112.2B
Dividend Yield0.00%3.13%
Holdings5103
YTD Return-87.75%+28.33%
1Y Return-86.10%+30.37%
3Y Return (annualized)-+16.64%
5Y Return (annualized)-+10.04%
Volatility (annualized)217.8%13.6%
Max Drawdown-96.3%-33.4%
Fund FamilyREX SharesCharles Schwab Asset Management
CategoryAlternativeEquity
InceptionSep 26, 2025Oct 20, 2011

CORD vs SCHD Performance

T-REX 2X Inverse CRWV Daily Target ETF (CORD) is a ETF from REX Shares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year CORD returned -86.10% while SCHD returned +30.37%. Year to date, CORD is down 87.75% versus a gain of 28.33% for SCHD.

Risk: Volatility and Drawdowns

CORD has been the more volatile fund, with annualized monthly volatility of 217.8% 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 -96.3% for CORD 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 -0.08. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CORD charges 1.50% per year while SCHD charges 0.06%. On a $10,000 position that is $150 vs $6 annually, a gap of $144 per year that compounds over a long holding period. On income, CORD currently yields 0.00% against 3.13% for SCHD.

Holdings Overlap

0.0%overlap

CORD 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, CORD or SCHD?

CORD has an expense ratio of 1.50% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $144 per year of difference.

Which performed better, CORD or SCHD?

Over the past year CORD returned -86.10% vs +30.37% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results.

Which is riskier, CORD or SCHD?

CORD has been the more volatile fund at 217.8% annualized versus 13.6% for SCHD. Worst drawdown: CORD -96.3% vs SCHD -33.4%.

Should I hold both CORD and SCHD?

CORD and SCHD have a monthly-return correlation of -0.08, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CORD and SCHD?

CORD and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.

Which pays a higher dividend, CORD or SCHD?

CORD yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.

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