NVDQ vs SCHD
T-Rex 2X Inverse NVIDIA Daily Target 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 | NVDQ | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.05% | 0.06% | |
| AUM | $22M | $103.7B | |
| Dividend Yield | 0.35% | 3.31% | |
| Holdings | 5 | 104 | |
| YTD Return | -45.94% | +26.21% | |
| 1Y Return | -55.48% | +29.99% | |
| 3Y Return (annualized) | - | +15.73% | |
| 5Y Return (annualized) | - | +9.67% | |
| Volatility (annualized) | 58.8% | 13.6% | |
| Max Drawdown | -99.5% | -33.4% | |
| Fund Family | REX Shares | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Oct 18, 2023 | Oct 20, 2011 |
NVDQ vs SCHD Performance
T-Rex 2X Inverse NVIDIA Daily Target ETF (NVDQ) is a ETF from REX Shares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year NVDQ returned -55.48% while SCHD returned +29.99%. Year to date, NVDQ is down 45.94% versus a gain of 26.21% for SCHD.
Risk: Volatility and Drawdowns
NVDQ has been the more volatile fund, with annualized monthly volatility of 58.8% 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 -99.5% for NVDQ 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 -0.03. They move independently enough that combining them can meaningfully diversify a portfolio.
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 0.35% against 3.31% for SCHD.
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. On a $10,000 investment, that is $99 per year of difference.
Which performed better, NVDQ or SCHD?
Over the past year NVDQ returned -55.48% vs +29.99% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (3 years), NVDQ annualized -84.00% vs +11.50% for SCHD. Past performance does not guarantee future results.
Which is riskier, NVDQ or SCHD?
NVDQ has been the more volatile fund at 58.8% annualized versus 13.6% for SCHD. Worst drawdown: NVDQ -99.5% vs SCHD -33.4%.
Should I hold both NVDQ and SCHD?
NVDQ and SCHD have a monthly-return correlation of -0.03, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, NVDQ or SCHD?
NVDQ yields 0.35% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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