NVD vs SCHD

NVD vs SCHD

Which is better, NVD or SCHD?

Trading-Leveraged Equity against Large Cap Value.

SCHD has a lower expense ratio. SCHD led over 1Y, 3Y 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

MetricNVDSCHD
Expense Ratio1.35%0.06%Best
AUM$69M$112.1B
Dividend Yield21.46%3.00%
Holdings1103
YTD Return-46.70%+21.99%Best
1Y Return-56.14%+25.92%Best
3Y Return (annualized)-80.05%+15.66%Best
5Y Return (annualized)-+9.48%
Volatility (annualized)60.9%13.7%Best
Max Drawdown--16.1%
$10,000 over 3.1 years$87$15,307Best
Fund FamilyGraniteSharesCharles Schwab Asset Management
CategoryAlternativeEquity
StyleTrading-Leveraged EquityLarge Cap Value
InceptionAug 21, 2023Oct 20, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 3.1 years row, are measured over the window both funds cover: Aug 22, 2023 to Sep 23, 2026 (3.1 years).

NVD 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 3.1 years both funds cover.

NVD vs SCHD Performance

GraniteShares 2x Short NVDA Daily ETF (NVD) is an ETF from GraniteShares and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year NVD returned -56.14% while SCHD returned +25.92%. Year to date, NVD is down 46.70% versus a gain of 21.99% for SCHD.

Over three years, NVD compounded at -80.05% per year against +15.66% for SCHD.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

NVD has been the more volatile fund, with annualized monthly volatility of 60.9% compared with 13.7% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The two funds' monthly returns correlate at -0.17. They move largely independently of each other.

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 21.46% against 3.00% for SCHD.

You are not choosing between two funds in isolation.

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

NVDSCHD

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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, by $129 a year on a $10,000 investment.

Which performed better, NVD or SCHD?

Over the past year NVD returned -56.14% vs +25.92% 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, NVD or SCHD?

NVD has been the more volatile fund at 60.9% annualized versus 13.7% for SCHD.

Should I hold both NVD and SCHD?

NVD and SCHD have a monthly-return correlation of -0.17, 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, NVD or SCHD?

NVD yields 21.46% while SCHD yields 3.00%, so NVD currently pays the higher dividend yield.

Is SCHD better than NVD?

SCHD has a lower expense ratio. SCHD led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.