MSOX vs SCHD
AdvisorShares MSOS Daily Leveraged 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 100 holdings.
Side-by-Side Comparison
| Metric | MSOX | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.97% | 0.06% | |
| AUM | $46M | $103.7B | |
| Dividend Yield | 0.00% | 3.31% | |
| Holdings | 9 | 104 | |
| YTD Return | -47.71% | +25.33% | |
| 1Y Return | -73.39% | +32.31% | |
| 3Y Return (annualized) | -64.02% | +15.40% | |
| 5Y Return (annualized) | - | +9.70% | |
| Volatility (annualized) | 163.3% | 13.6% | |
| Max Drawdown | -99.8% | -33.4% | |
| Fund Family | AdvisorShares Trust | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Aug 23, 2022 | Oct 20, 2011 |
MSOX vs SCHD Performance
AdvisorShares MSOS Daily Leveraged ETF (MSOX) is a ETF from AdvisorShares Trust and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year MSOX returned -73.39% while SCHD returned +32.31%. Year to date, MSOX is down 47.71% versus a gain of 25.33% for SCHD.
Over three years, MSOX compounded at -64.02% per year against +15.40% for SCHD. Across the full 4-year window we track, SCHD has the edge at +11.45% annualized vs -74.91%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MSOX has been the more volatile fund, with annualized monthly volatility of 163.3% 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 -99.8% for MSOX 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
MSOX charges 0.97% per year while SCHD charges 0.06%. On a $10,000 position that is $97 vs $6 annually, a gap of $91 per year that compounds over a long holding period. On income, MSOX currently yields 0.00% against 3.31% for SCHD.
Holdings Overlap
MSOX and SCHD share 0 holdings out of 102 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, MSOX or SCHD?
MSOX has an expense ratio of 0.97% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $91 per year of difference.
Which performed better, MSOX or SCHD?
Over the past year MSOX returned -73.39% vs +32.31% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (4 years), MSOX annualized -74.91% vs +11.45% for SCHD. Past performance does not guarantee future results.
Which is riskier, MSOX or SCHD?
MSOX has been the more volatile fund at 163.3% annualized versus 13.6% for SCHD. Worst drawdown: MSOX -99.8% vs SCHD -33.4%.
Should I hold both MSOX and SCHD?
MSOX 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 MSOX and SCHD?
MSOX and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 102 unique securities.
Which pays a higher dividend, MSOX or SCHD?
MSOX yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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