HIMZ vs SCHD
Defiance Daily Target 2X Long HIMS 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 103 holdings.
Side-by-Side Comparison
| Metric | HIMZ | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.29% | 0.06% | |
| AUM | $53M | $112.2B | |
| Dividend Yield | 0.51% | 3.13% | |
| Holdings | 22 | 103 | |
| YTD Return | -66.89% | +27.89% | |
| 1Y Return | -84.03% | +29.93% | |
| 3Y Return (annualized) | - | +16.13% | |
| 5Y Return (annualized) | - | +10.00% | |
| Volatility (annualized) | 219.5% | 13.6% | |
| Max Drawdown | -98.2% | -33.4% | |
| Fund Family | Defiance ETFs, LLC | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Mar 12, 2025 | Oct 20, 2011 |
HIMZ vs SCHD Performance
Defiance Daily Target 2X Long HIMS ETF (HIMZ) is a ETF from Defiance ETFs, LLC and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year HIMZ returned -84.03% while SCHD returned +29.93%. Year to date, HIMZ is down 66.89% versus a gain of 27.89% for SCHD.
Risk: Volatility and Drawdowns
HIMZ has been the more volatile fund, with annualized monthly volatility of 219.5% 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 -98.2% for HIMZ 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 -0.40. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
HIMZ charges 1.29% per year while SCHD charges 0.06%. On a $10,000 position that is $129 vs $6 annually, a gap of $123 per year that compounds over a long holding period. On income, HIMZ currently yields 0.51% against 3.13% for SCHD.
Holdings Overlap
HIMZ 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, HIMZ or SCHD?
HIMZ has an expense ratio of 1.29% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $123 per year of difference.
Which performed better, HIMZ or SCHD?
Over the past year HIMZ returned -84.03% vs +29.93% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), HIMZ annualized -76.19% vs +11.56% for SCHD. Past performance does not guarantee future results.
Which is riskier, HIMZ or SCHD?
HIMZ has been the more volatile fund at 219.5% annualized versus 13.6% for SCHD. Worst drawdown: HIMZ -98.2% vs SCHD -33.4%.
Should I hold both HIMZ and SCHD?
HIMZ and SCHD have a monthly-return correlation of -0.40, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HIMZ and SCHD?
HIMZ and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, HIMZ or SCHD?
HIMZ yields 0.51% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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