DUKH vs SCHD
DUKH vs SCHD
Ocean Park High Income ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | DUKH | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.07% | 0.06% | |
| AUM | $24M | $103.7B | |
| Dividend Yield | 5.64% | 3.31% | |
| Holdings | 8 | 104 | |
| YTD Return | -0.22% | +24.26% | |
| 1Y Return | +2.81% | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 4.1% | 13.6% | |
| Max Drawdown | -5.7% | -33.4% | |
| Fund Family | Ocean Park Asset Management | Charles Schwab Asset Management | |
| Category | Fixed Income | Equity | |
| Inception | Jul 10, 2024 | Oct 20, 2011 |
DUKH vs SCHD Performance
Ocean Park High Income ETF (DUKH) is a ETF from Ocean Park Asset Management and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year DUKH returned +2.81% while SCHD returned +31.38%. Year to date, DUKH is down 0.22% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 4.1% for DUKH. 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 -5.7% for DUKH 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 0.61. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
DUKH charges 1.07% per year while SCHD charges 0.06%. On a $10,000 position that is $107 vs $6 annually, a gap of $101 per year that compounds over a long holding period. On income, DUKH currently yields 5.64% against 3.31% for SCHD.
Holdings Overlap
DUKH and SCHD share 0 holdings out of 106 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, DUKH or SCHD?
DUKH has an expense ratio of 1.07% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $101 per year of difference.
Which performed better, DUKH or SCHD?
Over the past year DUKH returned +2.81% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), DUKH annualized +2.99% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, DUKH or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 4.1% for DUKH. Worst drawdown: DUKH -5.7% vs SCHD -33.4%.
Should I hold both DUKH and SCHD?
DUKH and SCHD have a monthly-return correlation of 0.61, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DUKH and SCHD?
DUKH and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 106 unique securities.
Which pays a higher dividend, DUKH or SCHD?
DUKH yields 5.64% while SCHD yields 3.31%, so DUKH currently pays the higher dividend yield.
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