DDDD vs SCHD
YieldMax US Stocks Target Double Distribution ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. DDDD offers more diversification with 251 holdings.
Side-by-Side Comparison
| Metric | DDDD | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.01% | 0.06% | |
| AUM | $8M | $108.7B | |
| Dividend Yield | 1.54% | 3.13% | |
| Holdings | 251 | 104 | |
| YTD Return | +12.59% | +27.67% | |
| 1Y Return | - | +29.56% | |
| 3Y Return (annualized) | - | +16.53% | |
| 5Y Return (annualized) | - | +9.95% | |
| 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 12.59% versus a gain of 27.67% 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 1.54% against 3.13% for SCHD.
Holdings Overlap
DDDD and SCHD share 98 holdings out of 102 unique holdings combined, representing a 98.0% weight overlap.
High overlap means holding both may not provide much additional diversification.
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 98.0% weight overlap. Combined, they hold 102 unique securities.
Which pays a higher dividend, DDDD or SCHD?
DDDD yields 1.54% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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