NVDS vs SCHD

NVDS vs SCHD

Which is better, NVDS or SCHD?

Trading-Inverse Equity against Large Cap Value.

SCHD has a lower expense ratio. SCHD led over 1Y, 3Y and the full window.

Lower Fees: SCHDHigher Returns: SCHD

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

MetricNVDSSCHD
Expense Ratio1.15%0.06%Best
AUM$17M$112.1B
Dividend Yield21.23%3.00%
Holdings6103
YTD Return-31.65%+24.23%Best
1Y Return-44.18%+27.90%Best
3Y Return (annualized)-63.78%+15.55%Best
5Y Return (annualized)-+9.97%
Volatility (annualized)53.2%14.7%Best
Max Drawdown--16.1%
$10,000 over 4.2 years$82$16,665Best
Fund FamilyTradr ETFsCharles Schwab Asset Management
CategoryAlternativeEquity
StyleTrading-Inverse EquityLarge Cap Value
InceptionJul 13, 2022Oct 20, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 4.2 years row, are measured over the window both funds cover: Jul 14, 2022 to Sep 17, 2026 (4.2 years).

NVDS 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 4.2 years both funds cover.

NVDS vs SCHD Performance

Tradr 1.5X Short NVDA Daily ETF (NVDS) is an ETF from Tradr ETFs and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year NVDS returned -44.18% while SCHD returned +27.90%. Year to date, NVDS is down 31.65% versus a gain of 24.23% for SCHD.

Over three years, NVDS compounded at -63.78% per year against +15.55% for SCHD. Across the full 4-year window we track, SCHD has the edge at +12.93% annualized vs -68.10%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

NVDS has been the more volatile fund, with annualized monthly volatility of 53.2% compared with 14.7% 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 -0.27. They move largely independently of each other.

Fees and Cost Over Time

NVDS charges 1.15% per year while SCHD charges 0.06%. On a $10,000 position that is $115 vs $6 annually, a gap of $109 per year that compounds over a long holding period. On income, NVDS currently yields 21.23% against 3.00% for SCHD.

You are not choosing between two funds in isolation.

Whichever of NVDS and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

NVDSSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, NVDS or SCHD?

NVDS has an expense ratio of 1.15% while SCHD charges 0.06%. SCHD is the cheaper option, by $109 a year on a $10,000 investment.

Which performed better, NVDS or SCHD?

Over the past year NVDS returned -44.18% vs +27.90% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (4 years), NVDS annualized -68.10% vs +12.93% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, NVDS or SCHD?

NVDS has been the more volatile fund at 53.2% annualized versus 14.7% for SCHD.

Should I hold both NVDS and SCHD?

NVDS and SCHD have a monthly-return correlation of -0.27, 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, NVDS or SCHD?

NVDS yields 21.23% while SCHD yields 3.00%, so NVDS currently pays the higher dividend yield.

Is SCHD better than NVDS?

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.