NUKZ vs SCHD
Range Nuclear Renaissance Index 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 104 holdings.
Side-by-Side Comparison
| Metric | NUKZ | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.85% | 0.06% | |
| AUM | $807M | $108.7B | |
| Dividend Yield | 0.92% | 3.13% | |
| Holdings | 46 | 104 | |
| YTD Return | -1.54% | +27.67% | |
| 1Y Return | +15.73% | +31.26% | |
| 3Y Return (annualized) | - | +16.66% | |
| 5Y Return (annualized) | - | +10.18% | |
| Volatility (annualized) | 32.7% | 13.6% | |
| Max Drawdown | -33.0% | -33.4% | |
| Fund Family | Range ETFs | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jan 2, 2024 | Oct 20, 2011 |
NUKZ vs SCHD Performance
Range Nuclear Renaissance Index ETF (NUKZ) is a ETF from Range ETFs and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year NUKZ returned +15.73% while SCHD returned +31.26%. Year to date, NUKZ is down 1.54% versus a gain of 27.67% for SCHD.
Risk: Volatility and Drawdowns
NUKZ has been the more volatile fund, with annualized monthly volatility of 32.7% 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 -33.0% for NUKZ 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 0.17. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
NUKZ charges 0.85% per year while SCHD charges 0.06%. On a $10,000 position that is $85 vs $6 annually, a gap of $79 per year that compounds over a long holding period. On income, NUKZ currently yields 0.92% against 3.13% for SCHD.
Holdings Overlap
NUKZ and SCHD share 1 holdings out of 145 unique holdings combined, representing a 2.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in NUKZ | Weight in SCHD | Difference |
|---|---|---|---|
| LMT | 2.37% | 2.99% | 0.62% |
Frequently Asked Questions
Which is cheaper, NUKZ or SCHD?
NUKZ has an expense ratio of 0.85% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $79 per year of difference.
Which performed better, NUKZ or SCHD?
Over the past year NUKZ returned +15.73% vs +31.26% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (3 years), NUKZ annualized +45.26% vs +11.57% for SCHD. Past performance does not guarantee future results.
Which is riskier, NUKZ or SCHD?
NUKZ has been the more volatile fund at 32.7% annualized versus 13.6% for SCHD. Worst drawdown: NUKZ -33.0% vs SCHD -33.4%.
Should I hold both NUKZ and SCHD?
NUKZ and SCHD have a monthly-return correlation of 0.17, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between NUKZ and SCHD?
NUKZ and SCHD share 1 common holdings with a 2.4% weight overlap. Combined, they hold 145 unique securities.
Which pays a higher dividend, NUKZ or SCHD?
NUKZ yields 0.92% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.