CPXR vs SCHD
USCF Daily Target 2X Copper Index ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. CPXR delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | CPXR | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.22% | 0.06% | |
| AUM | $13M | $103.7B | |
| Dividend Yield | 0.00% | 3.31% | |
| Holdings | 8 | 104 | |
| YTD Return | +22.42% | +25.58% | |
| 1Y Return | +81.69% | +31.06% | |
| 3Y Return (annualized) | - | +15.55% | |
| 5Y Return (annualized) | - | +9.61% | |
| Volatility (annualized) | 46.3% | 13.6% | |
| Max Drawdown | -47.9% | -33.4% | |
| Fund Family | USCF Investments | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Jan 21, 2025 | Oct 20, 2011 |
CPXR vs SCHD Performance
USCF Daily Target 2X Copper Index ETF (CPXR) is a ETF from USCF Investments and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year CPXR returned +81.69% while SCHD returned +31.06%. Year to date, CPXR is up 22.42% versus a gain of 25.58% for SCHD.
Risk: Volatility and Drawdowns
CPXR has been the more volatile fund, with annualized monthly volatility of 46.3% 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 -47.9% for CPXR 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 0.38. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
CPXR charges 1.22% per year while SCHD charges 0.06%. On a $10,000 position that is $122 vs $6 annually, a gap of $116 per year that compounds over a long holding period. On income, CPXR currently yields 0.00% against 3.31% for SCHD.
Holdings Overlap
CPXR 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, CPXR or SCHD?
CPXR has an expense ratio of 1.22% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $116 per year of difference.
Which performed better, CPXR or SCHD?
Over the past year CPXR returned +81.69% vs +31.06% for SCHD, so CPXR leads on 1-year performance. Over the longest common window we track (2 years), CPXR annualized +39.05% vs +11.46% for SCHD. Past performance does not guarantee future results.
Which is riskier, CPXR or SCHD?
CPXR has been the more volatile fund at 46.3% annualized versus 13.6% for SCHD. Worst drawdown: CPXR -47.9% vs SCHD -33.4%.
Should I hold both CPXR and SCHD?
CPXR and SCHD have a monthly-return correlation of 0.38, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CPXR and SCHD?
CPXR and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, CPXR or SCHD?
CPXR yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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