NVDG vs SCHD
Leverage Shares 2X Long NVDA Daily 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 100 holdings.
Side-by-Side Comparison
| Metric | NVDG | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.76% | 0.06% | |
| AUM | $40M | $103.7B | |
| Dividend Yield | 11.65% | 3.31% | |
| Holdings | 5 | 104 | |
| YTD Return | +21.46% | +26.21% | |
| 1Y Return | +19.65% | +29.99% | |
| 3Y Return (annualized) | - | +15.73% | |
| 5Y Return (annualized) | - | +9.67% | |
| Volatility (annualized) | 73.9% | 13.6% | |
| Max Drawdown | -66.2% | -33.4% | |
| Fund Family | Leverage Shares | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Dec 13, 2024 | Oct 20, 2011 |
NVDG vs SCHD Performance
Leverage Shares 2X Long NVDA Daily ETF (NVDG) is a ETF from Leverage Shares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year NVDG returned +19.65% while SCHD returned +29.99%. Year to date, NVDG is up 21.46% versus a gain of 26.21% for SCHD.
Risk: Volatility and Drawdowns
NVDG has been the more volatile fund, with annualized monthly volatility of 73.9% 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 -66.2% for NVDG 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 0.05. They move independently enough that combining them can meaningfully diversify a portfolio.
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 11.65% against 3.31% for SCHD.
Holdings Overlap
NVDG 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, NVDG or SCHD?
NVDG has an expense ratio of 0.76% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $70 per year of difference.
Which performed better, NVDG or SCHD?
Over the past year NVDG returned +19.65% vs +29.99% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), NVDG annualized +34.14% vs +11.50% for SCHD. Past performance does not guarantee future results.
Which is riskier, NVDG or SCHD?
NVDG has been the more volatile fund at 73.9% annualized versus 13.6% for SCHD. Worst drawdown: NVDG -66.2% vs SCHD -33.4%.
Should I hold both NVDG and SCHD?
NVDG and SCHD have a monthly-return correlation of 0.05, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between NVDG and SCHD?
NVDG and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, NVDG or SCHD?
NVDG yields 11.65% while SCHD yields 3.31%, so NVDG currently pays the higher dividend yield.
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