NVTX vs SCHD
Tradr 2X Long NVTS Daily ETF vs Schwab US Dividend Equity ETF
Which is better, NVTX or SCHD?
Trading-Leveraged Equity against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y 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 | NVTX | SCHD |
|---|---|---|
| Expense Ratio | 2.81% | 0.06%Best |
| AUM | $35M | $112.1B |
| Dividend Yield | 21.50% | 3.00% |
| Holdings | 4 | 103 |
| YTD Return | -37.81% | +23.60%Best |
| 1Y Return | -49.38% | +28.29%Best |
| 3Y Return (annualized) | - | +16.25% |
| 5Y Return (annualized) | - | +10.25% |
| Volatility (annualized) | 311.8% | 13.8%Best |
| Max Drawdown | -93.3% | -4.6%Best |
| $10,000 over 1 years | $7,543 | $12,640Best |
| Fund Family | Tradr ETFs | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Equity | Large Cap Value |
| Inception | Sep 8, 2025 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1 years row, are measured over the window both funds cover: Sep 9, 2025 to Sep 21, 2026 (1 years).
NVTX 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
NVTX vs SCHD Performance
Tradr 2X Long NVTS Daily ETF (NVTX) 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 NVTX returned -49.38% while SCHD returned +28.29%. Year to date, NVTX is down 37.81% versus a gain of 23.60% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
NVTX has been the more volatile fund, with annualized monthly volatility of 311.8% compared with 13.8% 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 -93.3% for NVTX and -4.6% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at -0.02. They move largely independently of each other.
Fees and Cost Over Time
NVTX charges 2.81% per year while SCHD charges 0.06%. On a $10,000 position that is $281 vs $6 annually, a gap of $275 per year that compounds over a long holding period. On income, NVTX currently yields 21.50% against 3.00% for SCHD.
Holdings Overlap
We hold position weights for 1 holding in NVTX and 100 in SCHD, totalling 130.7% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 1 positions we hold weights for in NVTX and 100 in SCHD, against full books of 4 and 103.
You are not choosing between two funds in isolation.
Whichever of NVTX 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, NVTX or SCHD?
NVTX has an expense ratio of 2.81% while SCHD charges 0.06%. SCHD is the cheaper option, by $275 a year on a $10,000 investment.
Which performed better, NVTX or SCHD?
Over the past year NVTX returned -49.38% vs +28.29% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), NVTX annualized -24.57% vs +26.40% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, NVTX or SCHD?
NVTX has been the more volatile fund at 311.8% annualized versus 13.8% for SCHD. Worst drawdown: NVTX -93.3% vs SCHD -4.6%.
Should I hold both NVTX and SCHD?
NVTX and SCHD have a monthly-return correlation of -0.02, 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, NVTX or SCHD?
NVTX yields 21.50% while SCHD yields 3.00%, so NVTX currently pays the higher dividend yield.
Is SCHD better than NVTX?
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.