NVDX vs SCHD
T-Rex 2X Long 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 | NVDX | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.05% | 0.06% | |
| AUM | $403M | $103.7B | |
| Dividend Yield | 0.00% | 3.31% | |
| Holdings | 11 | 104 | |
| YTD Return | +17.46% | +25.58% | |
| 1Y Return | +8.14% | +31.06% | |
| 3Y Return (annualized) | - | +15.55% | |
| 5Y Return (annualized) | - | +9.61% | |
| Volatility (annualized) | 80.9% | 13.6% | |
| Max Drawdown | -68.2% | -33.4% | |
| Fund Family | REX Shares | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Oct 18, 2023 | Oct 20, 2011 |
NVDX vs SCHD Performance
T-Rex 2X Long NVIDIA Daily Target ETF (NVDX) 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 NVDX returned +8.14% while SCHD returned +31.06%. Year to date, NVDX is up 17.46% versus a gain of 25.58% for SCHD.
Risk: Volatility and Drawdowns
NVDX has been the more volatile fund, with annualized monthly volatility of 80.9% 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 -68.2% for NVDX 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 0.11. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
NVDX 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, NVDX currently yields 0.00% against 3.31% for SCHD.
Frequently Asked Questions
Which is cheaper, NVDX or SCHD?
NVDX 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, NVDX or SCHD?
Over the past year NVDX returned +8.14% vs +31.06% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (3 years), NVDX annualized +122.05% vs +11.46% for SCHD. Past performance does not guarantee future results.
Which is riskier, NVDX or SCHD?
NVDX has been the more volatile fund at 80.9% annualized versus 13.6% for SCHD. Worst drawdown: NVDX -68.2% vs SCHD -33.4%.
Should I hold both NVDX and SCHD?
NVDX and SCHD have a monthly-return correlation of 0.11, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, NVDX or SCHD?
NVDX yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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