NVDL vs SCHD
GraniteShares 2x Long NVDA Daily ETF vs Schwab US Dividend Equity ETF
Which is better, NVDL or SCHD?
Multi Alternative against Large Cap Value.
SCHD has a lower expense ratio. NVDL led over 3Y and 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 | NVDL | SCHD |
|---|---|---|
| Expense Ratio | 1.05% | 0.06%Best |
| AUM | $3.8B | $112.1B |
| Dividend Yield | 0.00% | 3.00% |
| Holdings | 2 | 103 |
| YTD Return | +16.19% | +23.46%Best |
| 1Y Return | +24.34% | +27.20%Best |
| 3Y Return (annualized) | +101.69%Best | +15.41% |
| 5Y Return (annualized) | - | +10.16% |
| Volatility (annualized) | 78.6% | 13.2%Best |
| Max Drawdown | -67.5% | -16.1%Best |
| $10,000 over 3.8 years | $275,455Best | $14,903 |
| Fund Family | GraniteShares | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Multi Alternative | Large Cap Value |
| Inception | Dec 13, 2022 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.8 years row, are measured over the window both funds cover: Dec 13, 2022 to Sep 18, 2026 (3.8 years).
NVDL 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
NVDL vs SCHD Performance
GraniteShares 2x Long NVDA Daily ETF (NVDL) is an ETF from GraniteShares and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year NVDL returned +24.34% while SCHD returned +27.20%. Year to date, NVDL is up 16.19% versus a gain of 23.46% for SCHD.
Over three years, NVDL compounded at +101.69% per year against +15.41% for SCHD. Across the full 4-year window we track, NVDL has the edge at +139.31% annualized vs +11.07%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
NVDL has been the more volatile fund, with annualized monthly volatility of 78.6% compared with 13.2% 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 -67.5% for NVDL 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 0.09. They move largely independently of each other.
Fees and Cost Over Time
NVDL charges 1.05% per year while SCHD charges 0.06%. On a $10,000 position that is $105 vs $6 annually, a gap of $99 per year that compounds over a long holding period. On income, NVDL currently yields 0.00% against 3.00% for SCHD.
You are not choosing between two funds in isolation.
Whichever of NVDL 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, NVDL or SCHD?
NVDL has an expense ratio of 1.05% while SCHD charges 0.06%. SCHD is the cheaper option, by $99 a year on a $10,000 investment.
Which performed better, NVDL or SCHD?
Over the past year NVDL returned +24.34% vs +27.20% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (4 years), NVDL annualized +139.31% vs +11.07% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, NVDL or SCHD?
NVDL has been the more volatile fund at 78.6% annualized versus 13.2% for SCHD. Worst drawdown: NVDL -67.5% vs SCHD -16.1%.
Should I hold both NVDL and SCHD?
NVDL and SCHD have a monthly-return correlation of 0.09, 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, NVDL or SCHD?
NVDL yields 0.00% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than NVDL?
SCHD has a lower expense ratio. NVDL led over 3Y and the full window, SCHD over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.