NVD vs SCHD

Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: SCHD

Side-by-Side Comparison

MetricNVDSCHDWinner
Expense Ratio1.35%0.06%
AUM$68M$103.7B
Dividend Yield16.25%3.31%
Holdings1104
YTD Return-39.83%+25.33%
1Y Return-49.58%+32.31%
3Y Return (annualized)-78.81%+15.40%
5Y Return (annualized)-+9.70%
Volatility (annualized)61.4%13.6%
Max Drawdown-99.2%-33.4%
Fund FamilyGraniteSharesCharles Schwab Asset Management
CategoryAlternativeEquity
InceptionAug 21, 2023Oct 20, 2011

NVD vs SCHD Performance

GraniteShares 2x Short NVDA Daily ETF (NVD) is a ETF from GraniteShares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year NVD returned -49.58% while SCHD returned +32.31%. Year to date, NVD is down 39.83% versus a gain of 25.33% for SCHD.

Over three years, NVD compounded at -78.81% per year against +15.40% for SCHD. Across the full 3-year window we track, SCHD has the edge at +11.45% annualized vs -78.81%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

NVD has been the more volatile fund, with annualized monthly volatility of 61.4% 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 -99.2% for NVD 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 -0.16. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

NVD charges 1.35% per year while SCHD charges 0.06%. On a $10,000 position that is $135 vs $6 annually, a gap of $129 per year that compounds over a long holding period. On income, NVD currently yields 16.25% against 3.31% for SCHD.

Holdings Overlap

0.0%overlap

NVD and SCHD share 0 holdings out of 101 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, NVD or SCHD?

NVD has an expense ratio of 1.35% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $129 per year of difference.

Which performed better, NVD or SCHD?

Over the past year NVD returned -49.58% vs +32.31% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (3 years), NVD annualized -78.81% vs +11.45% for SCHD. Past performance does not guarantee future results.

Which is riskier, NVD or SCHD?

NVD has been the more volatile fund at 61.4% annualized versus 13.6% for SCHD. Worst drawdown: NVD -99.2% vs SCHD -33.4%.

Should I hold both NVD and SCHD?

NVD and SCHD have a monthly-return correlation of -0.16, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between NVD and SCHD?

NVD and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.

Which pays a higher dividend, NVD or SCHD?

NVD yields 16.25% while SCHD yields 3.31%, so NVD currently pays the higher dividend yield.

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