NUKZ vs SCHD
Range Nuclear Renaissance Index ETF vs Schwab US Dividend Equity ETF
Which is better, NUKZ or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. NUKZ led over the full window, SCHD over 1Y. NUKZ is less concentrated, with 38.8% of the fund in its ten largest positions against 41.8%.
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
| Metric | NUKZ | SCHD |
|---|---|---|
| Expense Ratio | 0.85% | 0.06%Best |
| AUM | $750M | $112.1B |
| Dividend Yield | 0.89% | 3.00% |
| Holdings | 47 | 103 |
| YTD Return | -2.03% | +24.59%Best |
| 1Y Return | +9.12% | +28.14%Best |
| 3Y Return (annualized) | - | +15.58% |
| 5Y Return (annualized) | - | +9.90% |
| Volatility (annualized) | 32.3% | 13.0%Best |
| Max Drawdown | -33.0% | -16.1%Best |
| $10,000 over 2.6 years | $25,719Best | $14,565 |
| Top 10 Weight | 38.8%Best | 41.8% |
| Fund Family | Range ETFs | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Jan 2, 2024 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 2.6 years row, are measured over the window both funds cover: Jan 24, 2024 to Sep 10, 2026 (2.6 years).
NUKZ 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 2.6 years both funds cover.
NUKZ vs SCHD Performance
Range Nuclear Renaissance Index ETF (NUKZ) is an ETF from Range ETFs and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year NUKZ returned +9.12% while SCHD returned +28.14%. Year to date, NUKZ is down 2.03% versus a gain of 24.59% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
NUKZ has been the more volatile fund, with annualized monthly volatility of 32.3% compared with 13.0% 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 -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 0.18. They move largely independently of each other.
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 0.89% against 3.00% for SCHD.
Holdings Overlap
2.3% of NUKZ's money is in holdings SCHD also owns. 2.8% of SCHD's money is in holdings NUKZ also owns.
SCHD and NUKZ share little of their money.
1 positions in common, counted across the 46 positions we hold weights for in NUKZ and 100 in SCHD, against full books of 47 and 103.
What only one of them owns
Our book lists 98 positions for SCHD that do not appear in our book for NUKZ (97.2% of the fund), and 26 for NUKZ that do not appear in SCHD (50.6%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in NUKZ | Weight in SCHD | Difference |
|---|---|---|---|
| LMTLockheed Martin Corp | 2.25% | 2.78% | 0.53% |
You are not choosing between two funds in isolation.
Whichever of NUKZ and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $79 a year on a $10,000 investment.
Which performed better, NUKZ or SCHD?
Over the past year NUKZ returned +9.12% vs +28.14% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, NUKZ or SCHD?
NUKZ has been the more volatile fund at 32.3% annualized versus 13.0% for SCHD. Worst drawdown: NUKZ -33.0% vs SCHD -16.1%.
Should I hold both NUKZ and SCHD?
NUKZ and SCHD have a monthly-return correlation of 0.18, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between NUKZ and SCHD?
2.8% of SCHD's money is in holdings NUKZ also owns. 2.8% of SCHD's is in holdings NUKZ also owns. They hold 1 positions in common, counted across the 46 positions we hold weights for in NUKZ and 100 in SCHD.
Which pays a higher dividend, NUKZ or SCHD?
NUKZ yields 0.89% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than NUKZ?
SCHD has a lower expense ratio. NUKZ led over the full window, SCHD over 1Y. NUKZ is less concentrated, with 38.8% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.