HOOX vs SCHD
Defiance Daily Target 2X Long HOOD 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 104 holdings.
Side-by-Side Comparison
| Metric | HOOX | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.29% | 0.06% | |
| AUM | $14M | $108.7B | |
| Dividend Yield | 12.17% | 3.13% | |
| Holdings | 10 | 104 | |
| YTD Return | -55.18% | +28.63% | |
| 1Y Return | -64.69% | +32.53% | |
| 3Y Return (annualized) | - | +16.97% | |
| 5Y Return (annualized) | - | +10.47% | |
| Volatility (annualized) | 148.1% | 13.7% | |
| Max Drawdown | -88.6% | -33.4% | |
| Fund Family | Defiance ETFs, LLC | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Mar 18, 2025 | Oct 20, 2011 |
HOOX vs SCHD Performance
Defiance Daily Target 2X Long HOOD ETF (HOOX) 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 HOOX returned -64.69% while SCHD returned +32.53%. Year to date, HOOX is down 55.18% versus a gain of 28.63% for SCHD.
Risk: Volatility and Drawdowns
HOOX has been the more volatile fund, with annualized monthly volatility of 148.1% compared with 13.7% 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 -88.6% for HOOX 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 -0.32. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
HOOX 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, HOOX currently yields 12.17% against 3.13% for SCHD.
Holdings Overlap
HOOX 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, HOOX or SCHD?
HOOX 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, HOOX or SCHD?
Over the past year HOOX returned -64.69% vs +32.53% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), HOOX annualized +44.51% vs +11.63% for SCHD. Past performance does not guarantee future results.
Which is riskier, HOOX or SCHD?
HOOX has been the more volatile fund at 148.1% annualized versus 13.7% for SCHD. Worst drawdown: HOOX -88.6% vs SCHD -33.4%.
Should I hold both HOOX and SCHD?
HOOX and SCHD have a monthly-return correlation of -0.32, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HOOX and SCHD?
HOOX and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, HOOX or SCHD?
HOOX yields 12.17% while SCHD yields 3.13%, so HOOX currently pays the higher dividend yield.
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