HOOW vs SCHD
Roundhill HOOD WeeklyPay ETF vs Schwab US Dividend Equity ETF
Which is better, HOOW or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | HOOW | SCHD |
|---|---|---|
| Expense Ratio | 0.99% | 0.06%Best |
| AUM | $142M | $112.1B |
| Dividend Yield | 126.90% | 3.00% |
| Holdings | 5 | 103 |
| YTD Return | -38.87% | +24.04%Best |
| 1Y Return | -42.51% | +27.95%Best |
| 3Y Return (annualized) | - | +15.51% |
| 5Y Return (annualized) | - | +9.80% |
| Volatility (annualized) | 67.8% | 12.9%Best |
| Max Drawdown | -65.7% | -4.6%Best |
| $10,000 over 1.2 years | $9,453 | $13,160Best |
| Fund Family | Roundhill Investments | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Jun 18, 2025 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.2 years row, are measured over the window both funds cover: Jun 18, 2025 to Sep 16, 2026 (1.2 years).
HOOW vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.2 years both funds cover.
HOOW vs SCHD Performance
Roundhill HOOD WeeklyPay ETF (HOOW) is an ETF from Roundhill Investments and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year HOOW returned -42.51% while SCHD returned +27.95%. Year to date, HOOW is down 38.87% versus a gain of 24.04% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HOOW has been the more volatile fund, with annualized monthly volatility of 67.8% compared with 12.9% 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 -65.7% for HOOW and -4.6% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at -0.38. They move together some of the time, and apart the rest.
Fees and Cost Over Time
HOOW charges 0.99% per year while SCHD charges 0.06%. On a $10,000 position that is $99 vs $6 annually, a gap of $93 per year that compounds over a long holding period. On income, HOOW currently yields 126.90% against 3.00% for SCHD.
Holdings Overlap
We hold position weights for 2 holdings in HOOW and 100 in SCHD, totalling 8.3% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 2 positions we hold weights for in HOOW and 100 in SCHD, against full books of 5 and 103.
You are not choosing between two funds in isolation.
Whichever of HOOW and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, HOOW or SCHD?
HOOW has an expense ratio of 0.99% while SCHD charges 0.06%. SCHD is the cheaper option, by $93 a year on a $10,000 investment.
Which performed better, HOOW or SCHD?
Over the past year HOOW returned -42.51% vs +27.95% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), HOOW annualized -4.58% vs +25.71% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HOOW or SCHD?
HOOW has been the more volatile fund at 67.8% annualized versus 12.9% for SCHD. Worst drawdown: HOOW -65.7% vs SCHD -4.6%.
Should I hold both HOOW and SCHD?
HOOW and SCHD have a monthly-return correlation of -0.38, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, HOOW or SCHD?
HOOW yields 126.90% while SCHD yields 3.00%, so HOOW currently pays the higher dividend yield.
Is SCHD better than HOOW?
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.