NVYY vs SCHD

Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: SCHD

Side-by-Side Comparison

MetricNVYYSCHDWinner
Expense Ratio1.15%0.06%
AUM$34M$108.7B
Dividend Yield137.51%3.13%
Holdings6104
YTD Return-0.37%+26.54%
1Y Return+0.02%+30.90%
3Y Return (annualized)-+16.29%
5Y Return (annualized)-+9.65%
Volatility (annualized)27.5%13.6%
Max Drawdown-14.9%-33.4%
Fund FamilyGraniteSharesCharles Schwab Asset Management
CategoryAlternativeEquity
InceptionMay 12, 2025Oct 20, 2011

NVYY vs SCHD Performance

GraniteShares YieldBoost NVDA ETF (NVYY) is a ETF from GraniteShares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year NVYY returned +0.02% while SCHD returned +30.90%. Year to date, NVYY is down 0.37% versus a gain of 26.54% for SCHD.

Risk: Volatility and Drawdowns

NVYY has been the more volatile fund, with annualized monthly volatility of 27.5% 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 -14.9% for NVYY 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 -0.10. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

NVYY 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, NVYY currently yields 137.51% against 3.13% for SCHD.

Frequently Asked Questions

Which is cheaper, NVYY or SCHD?

NVYY has an expense ratio of 1.15% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $109 per year of difference.

Which performed better, NVYY or SCHD?

Over the past year NVYY returned +0.02% vs +30.90% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), NVYY annualized +37.03% vs +11.51% for SCHD. Past performance does not guarantee future results.

Which is riskier, NVYY or SCHD?

NVYY has been the more volatile fund at 27.5% annualized versus 13.6% for SCHD. Worst drawdown: NVYY -14.9% vs SCHD -33.4%.

Should I hold both NVYY and SCHD?

NVYY and SCHD have a monthly-return correlation of -0.10, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, NVYY or SCHD?

NVYY yields 137.51% while SCHD yields 3.13%, so NVYY currently pays the higher dividend yield.

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