FDRX vs SCHD

FDRX vs SCHD
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Quick Verdict

SCHD has a lower expense ratio. SCHD offers more diversification with 104 holdings.

Lower Fees: SCHDHigher Returns: TiedMore Diversified: SCHD

Side-by-Side Comparison

MetricFDRXSCHDWinner
Expense Ratio1.08%0.06%
AUM$5M$108.7B
Dividend Yield0.00%3.13%
Holdings3104
YTD Return-5.65%+27.93%
1Y Return-+30.06%
3Y Return (annualized)-+16.25%
5Y Return (annualized)-+10.03%
Volatility (annualized)-13.6%
Max Drawdown-38.4%-33.4%
Fund FamilyCorgi Strategies, LLCCharles Schwab Asset Management
CategoryAlternativeEquity
InceptionJan 14, 2026Oct 20, 2011

FDRX vs SCHD Performance

Founder-Led 2X Daily ETF (FDRX) is a ETF from Corgi Strategies, LLC and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, FDRX is down 5.65% versus a gain of 27.93% for SCHD.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -38.4% for FDRX 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

FDRX charges 1.08% per year while SCHD charges 0.06%. On a $10,000 position that is $108 vs $6 annually, a gap of $102 per year that compounds over a long holding period. On income, FDRX currently yields 0.00% against 3.13% for SCHD.

Holdings Overlap

2.4%overlap

FDRX and SCHD share 2 holdings out of 149 unique holdings combined, representing a 2.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FDRXWeight in SCHDDifference
BX1.87%2.55%0.68%
ARES0.54%0.72%0.18%

Frequently Asked Questions

Which is cheaper, FDRX or SCHD?

FDRX has an expense ratio of 1.08% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $102 per year of difference.

What is the holdings overlap between FDRX and SCHD?

FDRX and SCHD share 2 common holdings with a 2.4% weight overlap. Combined, they hold 149 unique securities.

Which pays a higher dividend, FDRX or SCHD?

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

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