DDDD vs SCHD
DDDD vs SCHD
YieldMax US Stocks Target Double Distribution ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio.
Side-by-Side Comparison
| Metric | DDDD | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.01% | 0.06% | |
| AUM | $6M | $103.7B | |
| Dividend Yield | 0.00% | 3.31% | |
| Holdings | 172 | 104 | |
| YTD Return | +9.74% | +24.26% | |
| 1Y Return | - | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -3.0% | -33.4% | |
| Fund Family | YieldMax ETF | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Mar 11, 2026 | Oct 20, 2011 |
DDDD vs SCHD Performance
YieldMax US Stocks Target Double Distribution ETF (DDDD) is a ETF from YieldMax ETF and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, DDDD is up 9.74% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -3.0% for DDDD 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
DDDD 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, DDDD currently yields 0.00% against 3.31% for SCHD.
Holdings Overlap
DDDD and SCHD share 98 holdings out of 102 unique holdings combined, representing a 97.1% weight overlap.
High overlap means holding both may not provide much additional diversification.
Top Shared Holdings
| Stock | Weight in DDDD | Weight in SCHD | Difference |
|---|---|---|---|
| UNH | 4.47% | 4.54% | 0.07% |
| ABT | 4.33% | 4.49% | 0.16% |
| MRK | 4.35% | 4.32% | 0.03% |
| AMGN | Pro | Pro | Pro |
| HD | Pro | Pro | Pro |
| PG | Pro | Pro | Pro |
| KO | Pro | Pro | Pro |
| PEP | Pro | Pro | Pro |
| CVX | Pro | Pro | Pro |
| TXN | Pro | Pro | Pro |
See all 10 holdings DDDD shares with SCHD Exact weights in each fund and the difference, for every overlapping position. X-ray my whole portfolio$99/yr Pro · 7-day refund | |||
Frequently Asked Questions
Which is cheaper, DDDD or SCHD?
DDDD 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 DDDD and SCHD?
DDDD and SCHD share 98 common holdings with a 97.1% weight overlap. Combined, they hold 102 unique securities.
Which pays a higher dividend, DDDD or SCHD?
DDDD yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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