NVDQ vs SCHD
T-Rex 2X Inverse NVIDIA Daily Target ETF vs Schwab US Dividend Equity ETF
Which is better, NVDQ or SCHD?
Multi Alternative against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y and the full window.
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 | NVDQ | SCHD |
|---|---|---|
| Expense Ratio | 1.05% | 0.06%Best |
| AUM | $19M | $112.1B |
| Dividend Yield | 0.49% | 3.00% |
| Holdings | 5 | 103 |
| YTD Return | -45.15% | +24.59%Best |
| 1Y Return | -57.19% | +28.14%Best |
| 3Y Return (annualized) | -83.12% | +15.58%Best |
| 5Y Return (annualized) | - | +9.90% |
| Volatility (annualized) | 58.5% | 13.1%Best |
| Max Drawdown | - | -16.1% |
| $10,000 over 2.9 years | $57 | $16,145Best |
| Fund Family | REX Shares | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Multi Alternative | Large Cap Value |
| Inception | Oct 18, 2023 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Oct 19, 2023 to Sep 10, 2026 (2.9 years).
NVDQ 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 2.9 years both funds cover.
NVDQ vs SCHD Performance
T-Rex 2X Inverse NVIDIA Daily Target ETF (NVDQ) is an ETF from REX Shares and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year NVDQ returned -57.19% while SCHD returned +28.14%. Year to date, NVDQ is down 45.15% versus a gain of 24.59% for SCHD.
Over three years, NVDQ compounded at -83.12% per year against +15.58% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
NVDQ has been the more volatile fund, with annualized monthly volatility of 58.5% compared with 13.1% 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 -0.06. They move largely independently of each other.
Fees and Cost Over Time
NVDQ 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, NVDQ currently yields 0.49% against 3.00% for SCHD.
You are not choosing between two funds in isolation.
Whichever of NVDQ 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, NVDQ or SCHD?
NVDQ 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, NVDQ or SCHD?
Over the past year NVDQ returned -57.19% vs +28.14% 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, NVDQ or SCHD?
NVDQ has been the more volatile fund at 58.5% annualized versus 13.1% for SCHD.
Should I hold both NVDQ and SCHD?
NVDQ and SCHD have a monthly-return correlation of -0.06, 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, NVDQ or SCHD?
NVDQ yields 0.49% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than NVDQ?
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.