DRLL vs SCHD

Quick Verdict

SCHD has a lower expense ratio. DRLL delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: DRLLMore Diversified: SCHD

Side-by-Side Comparison

MetricDRLLSCHDWinner
Expense Ratio0.41%0.06%
AUM$290M$103.7B
Dividend Yield2.44%3.31%
Holdings35104
YTD Return+28.36%+24.26%
1Y Return+39.51%+31.38%
3Y Return (annualized)+10.71%+15.08%
5Y Return (annualized)-+9.72%
Volatility (annualized)23.6%13.6%
Max Drawdown-24.3%-33.4%
Fund FamilyStrive Asset ManagementCharles Schwab Asset Management
CategoryEquityEquity
InceptionAug 8, 2022Oct 20, 2011

DRLL vs SCHD Performance

Strive US Energy ETF (DRLL) is a ETF from Strive Asset Management and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year DRLL returned +39.51% while SCHD returned +31.38%. Year to date, DRLL is up 28.36% versus a gain of 24.26% for SCHD.

Over three years, DRLL compounded at +10.71% per year against +15.08% for SCHD. Across the full 4-year window we track, DRLL has the edge at +12.48% annualized vs +11.39%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DRLL has been the more volatile fund, with annualized monthly volatility of 23.6% 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 -24.3% for DRLL 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 0.70. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DRLL charges 0.41% per year while SCHD charges 0.06%. On a $10,000 position that is $41 vs $6 annually, a gap of $35 per year that compounds over a long holding period. On income, DRLL currently yields 2.44% against 3.31% for SCHD.

Holdings Overlap

11.8%overlap

DRLL and SCHD share 7 holdings out of 127 unique holdings combined, representing a 11.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DRLLWeight in SCHDDifference
CVX21.42%3.95%17.47%
COP4.47%3.70%0.77%
EOG4.60%1.98%2.62%
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Frequently Asked Questions

Which is cheaper, DRLL or SCHD?

DRLL has an expense ratio of 0.41% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $35 per year of difference.

Which performed better, DRLL or SCHD?

Over the past year DRLL returned +39.51% vs +31.38% for SCHD, so DRLL leads on 1-year performance. Over the longest common window we track (4 years), DRLL annualized +12.48% vs +11.39% for SCHD. Past performance does not guarantee future results.

Which is riskier, DRLL or SCHD?

DRLL has been the more volatile fund at 23.6% annualized versus 13.6% for SCHD. Worst drawdown: DRLL -24.3% vs SCHD -33.4%.

Should I hold both DRLL and SCHD?

DRLL and SCHD have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DRLL and SCHD?

DRLL and SCHD share 7 common holdings with a 11.8% weight overlap. Combined, they hold 127 unique securities.

Which pays a higher dividend, DRLL or SCHD?

DRLL yields 2.44% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.

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