NUG vs SCHD

NUG vs SCHD

Which is better, NUG or SCHD?

Trading-Leveraged Equity against Large Cap Value.

SCHD has a lower expense ratio.

Lower Fees: 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

MetricNUGSCHD
Expense Ratio0.75%0.06%Best
AUM$2M$119.9B
Dividend Yield0.00%2.96%
Holdings10204
Fund FamilyLeverage SharesCharles Schwab Asset Management
CategoryAlternativeEquity
StyleTrading-Leveraged EquityLarge Cap Value
InceptionNov 17, 2025Oct 20, 2011

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

The two price series end 23 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. NUG has data through Oct 19, 2026 and SCHD through Nov 11, 2026.

Fees and Cost Over Time

NUG charges 0.75% per year while SCHD charges 0.06%. On a $10,000 position that is $75 vs $6 annually, a gap of $69 per year that compounds over a long holding period. On income, NUG currently yields 0.00% against 2.96% for SCHD.

You are not choosing between two funds in isolation.

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

NUGSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, NUG or SCHD?

NUG has an expense ratio of 0.75% while SCHD charges 0.06%. SCHD is the cheaper option, by $69 a year on a $10,000 investment.

Which pays a higher dividend, NUG or SCHD?

NUG yields 0.00% while SCHD yields 2.96%, so SCHD currently pays the higher dividend yield.

Is SCHD better than NUG?

SCHD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.