NFLP vs SCHD
Kurv Yield Premium Strategy Netflix (NFLX) 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 | NFLP | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.99% | 0.06% | |
| AUM | $5M | $103.7B | |
| Dividend Yield | 31.30% | 3.31% | |
| Holdings | 10 | 104 | |
| YTD Return | -31.48% | +25.62% | |
| 1Y Return | -48.83% | +32.62% | |
| 3Y Return (annualized) | - | +15.58% | |
| 5Y Return (annualized) | - | +9.63% | |
| Volatility (annualized) | 33.9% | 13.6% | |
| Max Drawdown | -58.0% | -33.4% | |
| Fund Family | Kurv | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Oct 27, 2023 | Oct 20, 2011 |
NFLP vs SCHD Performance
Kurv Yield Premium Strategy Netflix (NFLX) ETF (NFLP) is a ETF from Kurv and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year NFLP returned -48.83% while SCHD returned +32.62%. Year to date, NFLP is down 31.48% versus a gain of 25.62% for SCHD.
Risk: Volatility and Drawdowns
NFLP has been the more volatile fund, with annualized monthly volatility of 33.9% 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 -58.0% for NFLP 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 0.04. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
NFLP 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, NFLP currently yields 31.30% against 3.31% for SCHD.
Holdings Overlap
NFLP 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, NFLP or SCHD?
NFLP has an expense ratio of 0.99% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $93 per year of difference.
Which performed better, NFLP or SCHD?
Over the past year NFLP returned -48.83% vs +32.62% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (3 years), NFLP annualized -10.72% vs +11.47% for SCHD. Past performance does not guarantee future results.
Which is riskier, NFLP or SCHD?
NFLP has been the more volatile fund at 33.9% annualized versus 13.6% for SCHD. Worst drawdown: NFLP -58.0% vs SCHD -33.4%.
Should I hold both NFLP and SCHD?
NFLP and SCHD have a monthly-return correlation of 0.04, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between NFLP and SCHD?
NFLP and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, NFLP or SCHD?
NFLP yields 31.30% while SCHD yields 3.31%, so NFLP currently pays the higher dividend yield.
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