CRCO vs SCHD

Quick Verdict

SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: TiedMore Diversified: SCHD

Side-by-Side Comparison

MetricCRCOSCHDWinner
Expense Ratio1.01%0.06%
AUM$19M$103.7B
Dividend Yield141.21%3.31%
Holdings17104
YTD Return-11.54%+25.58%
1Y Return-+31.06%
3Y Return (annualized)-+15.55%
5Y Return (annualized)-+9.61%
Volatility (annualized)-13.6%
Max Drawdown-61.8%-33.4%
Fund FamilyYieldMax ETFCharles Schwab Asset Management
CategoryAlternativeEquity
InceptionSep 29, 2025Oct 20, 2011

CRCO vs SCHD Performance

YieldMax CRCL Option Income Strategy ETF (CRCO) is a ETF from YieldMax ETF and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, CRCO is down 11.54% versus a gain of 25.58% for SCHD.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -61.8% for CRCO and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

CRCO charges 1.01% per year while SCHD charges 0.06%. On a $10,000 position that is $101 vs $6 annually, a gap of $95 per year that compounds over a long holding period. On income, CRCO currently yields 141.21% against 3.31% for SCHD.

Holdings Overlap

0.0%overlap

CRCO and SCHD share 0 holdings out of 103 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, CRCO or SCHD?

CRCO has an expense ratio of 1.01% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $95 per year of difference.

What is the holdings overlap between CRCO and SCHD?

CRCO and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 103 unique securities.

Which pays a higher dividend, CRCO or SCHD?

CRCO yields 141.21% while SCHD yields 3.31%, so CRCO currently pays the higher dividend yield.

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