DUKQ vs SCHD
Ocean Park Domestic 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 | DUKQ | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.98% | 0.06% | |
| AUM | $13M | $103.7B | |
| Dividend Yield | 0.31% | 3.31% | |
| Holdings | 14 | 104 | |
| YTD Return | +16.10% | +26.21% | |
| 1Y Return | +21.28% | +29.99% | |
| 3Y Return (annualized) | - | +15.73% | |
| 5Y Return (annualized) | - | +9.67% | |
| Volatility (annualized) | 14.7% | 13.6% | |
| Max Drawdown | -18.4% | -33.4% | |
| Fund Family | Ocean Park Asset Management | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jul 10, 2024 | Oct 20, 2011 |
DUKQ vs SCHD Performance
Ocean Park Domestic ETF (DUKQ) 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 DUKQ returned +21.28% while SCHD returned +29.99%. Year to date, DUKQ is up 16.10% versus a gain of 26.21% for SCHD.
Risk: Volatility and Drawdowns
DUKQ has been the more volatile fund, with annualized monthly volatility of 14.7% 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 -18.4% for DUKQ 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 0.54. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
DUKQ charges 0.98% per year while SCHD charges 0.06%. On a $10,000 position that is $98 vs $6 annually, a gap of $92 per year that compounds over a long holding period. On income, DUKQ currently yields 0.31% against 3.31% for SCHD.
Holdings Overlap
DUKQ and SCHD share 0 holdings out of 112 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, DUKQ or SCHD?
DUKQ has an expense ratio of 0.98% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $92 per year of difference.
Which performed better, DUKQ or SCHD?
Over the past year DUKQ returned +21.28% vs +29.99% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), DUKQ annualized +13.18% vs +11.50% for SCHD. Past performance does not guarantee future results.
Which is riskier, DUKQ or SCHD?
DUKQ has been the more volatile fund at 14.7% annualized versus 13.6% for SCHD. Worst drawdown: DUKQ -18.4% vs SCHD -33.4%.
Should I hold both DUKQ and SCHD?
DUKQ and SCHD have a monthly-return correlation of 0.54, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DUKQ and SCHD?
DUKQ and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 112 unique securities.
Which pays a higher dividend, DUKQ or SCHD?
DUKQ yields 0.31% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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