INTW vs SCHD

Quick Verdict

SCHD has a lower expense ratio. INTW delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: INTWMore Diversified: SCHD

Side-by-Side Comparison

MetricINTWSCHDWinner
Expense Ratio1.50%0.06%
AUM$301M$103.7B
Dividend Yield0.00%3.31%
Holdings2104
YTD Return+265.59%+25.62%
1Y Return+1000.12%+32.62%
3Y Return (annualized)-+15.58%
5Y Return (annualized)-+9.63%
Volatility (annualized)279.0%13.6%
Max Drawdown-69.2%-33.4%
Fund FamilyGraniteSharesCharles Schwab Asset Management
CategoryAlternativeEquity
InceptionFeb 13, 2025Oct 20, 2011

INTW vs SCHD Performance

GraniteShares 2x Long INTC Daily ETF (INTW) is a ETF from GraniteShares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year INTW returned +1000.12% while SCHD returned +32.62%. Year to date, INTW is up 265.59% versus a gain of 25.62% for SCHD.

Risk: Volatility and Drawdowns

INTW has been the more volatile fund, with annualized monthly volatility of 279.0% 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 -69.2% for INTW 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 0.22. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

INTW charges 1.50% per year while SCHD charges 0.06%. On a $10,000 position that is $150 vs $6 annually, a gap of $144 per year that compounds over a long holding period. On income, INTW currently yields 0.00% against 3.31% for SCHD.

Holdings Overlap

0.0%overlap

INTW 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, INTW or SCHD?

INTW has an expense ratio of 1.50% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $144 per year of difference.

Which performed better, INTW or SCHD?

Over the past year INTW returned +1000.12% vs +32.62% for SCHD, so INTW leads on 1-year performance. Over the longest common window we track (2 years), INTW annualized +241.72% vs +11.47% for SCHD. Past performance does not guarantee future results.

Which is riskier, INTW or SCHD?

INTW has been the more volatile fund at 279.0% annualized versus 13.6% for SCHD. Worst drawdown: INTW -69.2% vs SCHD -33.4%.

Should I hold both INTW and SCHD?

INTW and SCHD have a monthly-return correlation of 0.22, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between INTW and SCHD?

INTW and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.

Which pays a higher dividend, INTW or SCHD?

INTW yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.