DLLL vs SCHD

DLLL vs SCHD
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Quick Verdict

SCHD has a lower expense ratio. DLLL delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.

Lower Fees: SCHDHigher Returns: DLLLMore Diversified: SCHD

Side-by-Side Comparison

MetricDLLLSCHDWinner
Expense Ratio1.50%0.06%
AUM$150M$108.7B
Dividend Yield0.00%3.13%
Holdings2104
YTD Return+806.09%+26.50%
1Y Return+595.55%+31.25%
3Y Return (annualized)-+16.34%
5Y Return (annualized)-+10.10%
Volatility (annualized)224.9%13.6%
Max Drawdown-68.6%-33.4%
Fund FamilyGraniteSharesCharles Schwab Asset Management
CategoryAlternativeEquity
InceptionFeb 13, 2025Oct 20, 2011

DLLL vs SCHD Performance

GraniteShares 2x Long DELL Daily ETF (DLLL) is a ETF from GraniteShares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year DLLL returned +595.55% while SCHD returned +31.25%. Year to date, DLLL is up 806.09% versus a gain of 26.50% for SCHD.

Risk: Volatility and Drawdowns

DLLL has been the more volatile fund, with annualized monthly volatility of 224.9% 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 -68.6% for DLLL 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 0.01. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

DLLL 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, DLLL currently yields 0.00% against 3.13% for SCHD.

Holdings Overlap

0.0%overlap

DLLL 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, DLLL or SCHD?

DLLL 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, DLLL or SCHD?

Over the past year DLLL returned +595.55% vs +31.25% for SCHD, so DLLL leads on 1-year performance. Over the longest common window we track (2 years), DLLL annualized +327.64% vs +11.50% for SCHD. Past performance does not guarantee future results.

Which is riskier, DLLL or SCHD?

DLLL has been the more volatile fund at 224.9% annualized versus 13.6% for SCHD. Worst drawdown: DLLL -68.6% vs SCHD -33.4%.

Should I hold both DLLL and SCHD?

DLLL and SCHD have a monthly-return correlation of 0.01, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DLLL and SCHD?

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

Which pays a higher dividend, DLLL or SCHD?

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

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