NVDG vs SCHD
Leverage Shares 2X Long NVDA Daily ETF vs Schwab US Dividend Equity ETF
Which is better, NVDG or SCHD?
Leverage Strategy against Large Cap Value.
SCHD has a lower expense ratio. NVDG led over the full window, SCHD over 1Y.
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 | NVDG | SCHD |
|---|---|---|
| Expense Ratio | 0.76% | 0.06%Best |
| AUM | $42M | $112.1B |
| Dividend Yield | 10.06% | 3.00% |
| Holdings | 5 | 103 |
| YTD Return | +12.31% | +24.59%Best |
| 1Y Return | +17.77% | +28.14%Best |
| 3Y Return (annualized) | - | +15.58% |
| 5Y Return (annualized) | - | +9.90% |
| Volatility (annualized) | 71.3% | 13.1%Best |
| Max Drawdown | -66.2% | -14.0%Best |
| $10,000 over 1.7 years | $14,931Best | $12,691 |
| Fund Family | Leverage Shares | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Leverage Strategy | Large Cap Value |
| Inception | Dec 13, 2024 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Dec 13, 2024 to Sep 10, 2026 (1.7 years).
NVDG 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 1.7 years both funds cover.
NVDG vs SCHD Performance
Leverage Shares 2X Long NVDA Daily ETF (NVDG) is an ETF from Leverage Shares and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year NVDG returned +17.77% while SCHD returned +28.14%. Year to date, NVDG is up 12.31% versus a gain of 24.59% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
NVDG has been the more volatile fund, with annualized monthly volatility of 71.3% compared with 13.1% 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 -66.2% for NVDG and -14.0% 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 0.07. They move largely independently of each other.
Fees and Cost Over Time
NVDG charges 0.76% per year while SCHD charges 0.06%. On a $10,000 position that is $76 vs $6 annually, a gap of $70 per year that compounds over a long holding period. On income, NVDG currently yields 10.06% against 3.00% for SCHD.
Holdings Overlap
We hold position weights for 1 holding in NVDG and 100 in SCHD, totalling 10.2% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 1 positions we hold weights for in NVDG and 100 in SCHD, against full books of 5 and 103.
You are not choosing between two funds in isolation.
Whichever of NVDG 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, NVDG or SCHD?
NVDG has an expense ratio of 0.76% while SCHD charges 0.06%. SCHD is the cheaper option, by $70 a year on a $10,000 investment.
Which performed better, NVDG or SCHD?
Over the past year NVDG returned +17.77% vs +28.14% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), NVDG annualized +26.59% vs +15.05% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, NVDG or SCHD?
NVDG has been the more volatile fund at 71.3% annualized versus 13.1% for SCHD. Worst drawdown: NVDG -66.2% vs SCHD -14.0%.
Should I hold both NVDG and SCHD?
NVDG and SCHD have a monthly-return correlation of 0.07, 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, NVDG or SCHD?
NVDG yields 10.06% while SCHD yields 3.00%, so NVDG currently pays the higher dividend yield.
Is SCHD better than NVDG?
SCHD has a lower expense ratio. NVDG led over the full window, SCHD over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.