NVDW vs SCHD
Roundhill NVDA WeeklyPay 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 | NVDW | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.99% | 0.06% | |
| AUM | $104M | $103.7B | |
| Dividend Yield | 10.67% | 3.31% | |
| Holdings | 5 | 104 | |
| YTD Return | +2.44% | +25.58% | |
| 1Y Return | +3.86% | +31.06% | |
| 3Y Return (annualized) | - | +15.55% | |
| 5Y Return (annualized) | - | +9.61% | |
| Volatility (annualized) | 46.2% | 13.6% | |
| Max Drawdown | -37.2% | -33.4% | |
| Fund Family | Roundhill Investments | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Feb 19, 2025 | Oct 20, 2011 |
NVDW vs SCHD Performance
Roundhill NVDA WeeklyPay ETF (NVDW) is a ETF from Roundhill Investments and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year NVDW returned +3.86% while SCHD returned +31.06%. Year to date, NVDW is up 2.44% versus a gain of 25.58% for SCHD.
Risk: Volatility and Drawdowns
NVDW has been the more volatile fund, with annualized monthly volatility of 46.2% 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 -37.2% for NVDW 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
NVDW charges 0.99% per year while SCHD charges 0.06%. On a $10,000 position that is $99 vs $6 annually, a gap of $93 per year that compounds over a long holding period. On income, NVDW currently yields 10.67% against 3.31% for SCHD.
Holdings Overlap
NVDW and SCHD share 0 holdings out of 102 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, NVDW or SCHD?
NVDW has an expense ratio of 0.99% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $93 per year of difference.
Which performed better, NVDW or SCHD?
Over the past year NVDW returned +3.86% vs +31.06% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), NVDW annualized +38.63% vs +11.46% for SCHD. Past performance does not guarantee future results.
Which is riskier, NVDW or SCHD?
NVDW has been the more volatile fund at 46.2% annualized versus 13.6% for SCHD. Worst drawdown: NVDW -37.2% vs SCHD -33.4%.
Should I hold both NVDW and SCHD?
NVDW and SCHD have a monthly-return correlation of -0.03, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between NVDW and SCHD?
NVDW and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 102 unique securities.
Which pays a higher dividend, NVDW or SCHD?
NVDW yields 10.67% while SCHD yields 3.31%, so NVDW currently pays the higher dividend yield.
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