GOOX vs SCHD

GOOX vs SCHD
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Quick Verdict

SCHD has a lower expense ratio. GOOX delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.

Lower Fees: SCHDHigher Returns: GOOXMore Diversified: SCHD

Side-by-Side Comparison

MetricGOOXSCHDWinner
Expense Ratio1.05%0.06%
AUM$51M$108.7B
Dividend Yield0.00%3.13%
Holdings5104
YTD Return-0.14%+27.67%
1Y Return+113.52%+29.56%
3Y Return (annualized)-+16.53%
5Y Return (annualized)-+9.95%
Volatility (annualized)69.6%13.6%
Max Drawdown-52.5%-33.4%
Fund FamilyREX SharesCharles Schwab Asset Management
CategoryAlternativeEquity
InceptionJan 11, 2024Oct 20, 2011

GOOX vs SCHD Performance

T-REX 2X LONG ALPHABET DAILY TARGET ETF (GOOX) is a ETF from REX Shares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year GOOX returned +113.52% while SCHD returned +29.56%. Year to date, GOOX is down 0.14% versus a gain of 27.67% for SCHD.

Risk: Volatility and Drawdowns

GOOX has been the more volatile fund, with annualized monthly volatility of 69.6% 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 -52.5% for GOOX 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 -0.02. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

GOOX charges 1.05% per year while SCHD charges 0.06%. On a $10,000 position that is $105 vs $6 annually, a gap of $99 per year that compounds over a long holding period. On income, GOOX currently yields 0.00% against 3.13% for SCHD.

Frequently Asked Questions

Which is cheaper, GOOX or SCHD?

GOOX has an expense ratio of 1.05% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $99 per year of difference.

Which performed better, GOOX or SCHD?

Over the past year GOOX returned +113.52% vs +29.56% for SCHD, so GOOX leads on 1-year performance. Over the longest common window we track (3 years), GOOX annualized +57.05% vs +11.55% for SCHD. Past performance does not guarantee future results.

Which is riskier, GOOX or SCHD?

GOOX has been the more volatile fund at 69.6% annualized versus 13.6% for SCHD. Worst drawdown: GOOX -52.5% vs SCHD -33.4%.

Should I hold both GOOX and SCHD?

GOOX and SCHD have a monthly-return correlation of -0.02, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, GOOX or SCHD?

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

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