NFLU vs SCHD
NFLU vs SCHD
T-Rex 2X Long NFLX Daily Target 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 | NFLU | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.05% | 0.06% | |
| AUM | $52M | $103.7B | |
| Dividend Yield | 0.00% | 3.31% | |
| Holdings | 5 | 104 | |
| YTD Return | -43.51% | +24.26% | |
| 1Y Return | -69.11% | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 69.2% | 13.6% | |
| Max Drawdown | -80.5% | -33.4% | |
| Fund Family | REX Shares | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Sep 27, 2024 | Oct 20, 2011 |
NFLU vs SCHD Performance
T-Rex 2X Long NFLX Daily Target ETF (NFLU) is a ETF from REX Shares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year NFLU returned -69.11% while SCHD returned +31.38%. Year to date, NFLU is down 43.51% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
NFLU has been the more volatile fund, with annualized monthly volatility of 69.2% 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 -80.5% for NFLU 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 -0.02. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
NFLU charges 1.05% per year while SCHD charges 0.06%. On a $10,000 position that is $105 vs $6 annually, a gap of $99 per year that compounds over a long holding period. On income, NFLU currently yields 0.00% against 3.31% for SCHD.
Frequently Asked Questions
Which is cheaper, NFLU or SCHD?
NFLU has an expense ratio of 1.05% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $99 per year of difference.
Which performed better, NFLU or SCHD?
Over the past year NFLU returned -69.11% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), NFLU annualized -17.51% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, NFLU or SCHD?
NFLU has been the more volatile fund at 69.2% annualized versus 13.6% for SCHD. Worst drawdown: NFLU -80.5% vs SCHD -33.4%.
Should I hold both NFLU and SCHD?
NFLU and SCHD have a monthly-return correlation of -0.02, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, NFLU or SCHD?
NFLU yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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