NNOV vs SCHD

NNOV vs SCHD

Which is better, NNOV or SCHD?

Multi Alternative against Large Cap Value.

SCHD has a lower expense ratio. SCHD led over 1Y and the full window.

Lower Fees: SCHDHigher Returns: SCHD

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricNNOVSCHD
Expense Ratio0.79%0.06%Best
AUM$80M$112.1B
Dividend Yield0.00%3.00%
Holdings12103
YTD Return+10.61%+24.59%Best
1Y Return+12.45%+28.14%Best
3Y Return (annualized)-+15.58%
5Y Return (annualized)-+9.90%
Volatility (annualized)9.1%Best14.1%
Max Drawdown-12.8%Best-16.1%
$10,000 over 1.9 years$12,716$12,975Best
Fund FamilyInnovator ETFs TrustCharles Schwab Asset Management
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Value
InceptionNov 1, 2024Oct 20, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Nov 1, 2024 to Sep 10, 2026 (1.9 years).

NNOV vs SCHD growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.9 years both funds cover.

NNOV vs SCHD Performance

Innovator Growth-100 Power Buffer ETF - November (NNOV) is an ETF from Innovator ETFs Trust and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year NNOV returned +12.45% while SCHD returned +28.14%. Year to date, NNOV is up 10.61% versus a gain of 24.59% for SCHD.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SCHD has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 9.1% for NNOV. 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 -12.8% for NNOV and -16.1% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.20. They move largely independently of each other.

Fees and Cost Over Time

NNOV charges 0.79% per year while SCHD charges 0.06%. On a $10,000 position that is $79 vs $6 annually, a gap of $73 per year that compounds over a long holding period. On income, NNOV currently yields 0.00% against 3.00% for SCHD.

You are not choosing between two funds in isolation.

Whichever of NNOV and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

NNOVSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, NNOV or SCHD?

NNOV has an expense ratio of 0.79% while SCHD charges 0.06%. SCHD is the cheaper option, by $73 a year on a $10,000 investment.

Which performed better, NNOV or SCHD?

Over the past year NNOV returned +12.45% vs +28.14% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), NNOV annualized +13.48% vs +14.69% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, NNOV or SCHD?

SCHD has been the more volatile fund at 14.1% annualized versus 9.1% for NNOV. Worst drawdown: NNOV -12.8% vs SCHD -16.1%.

Should I hold both NNOV and SCHD?

NNOV and SCHD have a monthly-return correlation of 0.20, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, NNOV or SCHD?

NNOV yields 0.00% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than NNOV?

SCHD has a lower expense ratio. SCHD led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.