GEVX vs SCHD
Tradr 2X Long GEV Daily 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 | GEVX | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.30% | 0.06% | |
| AUM | $31M | $103.7B | |
| Dividend Yield | 0.00% | 3.31% | |
| Holdings | 4 | 104 | |
| YTD Return | -41.60% | +24.26% | |
| 1Y Return | -44.37% | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 97.8% | 13.6% | |
| Max Drawdown | -81.7% | -33.4% | |
| Fund Family | Tradr ETFs | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Jul 10, 2025 | Oct 20, 2011 |
GEVX vs SCHD Performance
Tradr 2X Long GEV Daily ETF (GEVX) is a ETF from Tradr ETFs and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year GEVX returned -44.37% while SCHD returned +31.38%. Year to date, GEVX is down 41.60% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
GEVX has been the more volatile fund, with annualized monthly volatility of 97.8% 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 -81.7% for GEVX 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 0.45. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
GEVX charges 1.30% per year while SCHD charges 0.06%. On a $10,000 position that is $130 vs $6 annually, a gap of $124 per year that compounds over a long holding period. On income, GEVX currently yields 0.00% against 3.31% for SCHD.
Holdings Overlap
GEVX 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, GEVX or SCHD?
GEVX has an expense ratio of 1.30% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $124 per year of difference.
Which performed better, GEVX or SCHD?
Over the past year GEVX returned -44.37% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), GEVX annualized -20.65% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, GEVX or SCHD?
GEVX has been the more volatile fund at 97.8% annualized versus 13.6% for SCHD. Worst drawdown: GEVX -81.7% vs SCHD -33.4%.
Should I hold both GEVX and SCHD?
GEVX and SCHD have a monthly-return correlation of 0.45, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between GEVX and SCHD?
GEVX and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, GEVX or SCHD?
GEVX yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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