OOTO vs SCHD

OOTO vs SCHD

Which is better, OOTO or SCHD?

Trading-Leveraged Equity against Large Cap Value.

SCHD has a lower expense ratio. SCHD led over 1Y 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

MetricOOTOSCHD
Expense Ratio1.07%0.06%Best
AUM$6M$112.1B
Dividend Yield1.27%3.00%
Holdings54103
Volatility (annualized)51.9%15.0%Best
Max Drawdown-66.9%-16.9%Best
$10,000 over 4.1 years$7,732$12,296Best
Fund FamilyDirexion Shares ETF TrustCharles Schwab Asset Management
CategoryAlternativeEquity
StyleTrading-Leveraged EquityLarge Cap Value
InceptionJun 10, 2021Oct 20, 2011

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 414 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. OOTO has data through Jul 24, 2025 and SCHD through Sep 11, 2026.

Volatility and max drawdown, and the $10,000 over 4.1 years row, are measured over the window both funds cover: Jun 10, 2021 to Jul 24, 2025 (4.1 years).

Risk: Volatility and Drawdowns

OOTO has been the more volatile fund, with annualized monthly volatility of 51.9% compared with 15.0% 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 -66.9% for OOTO and -16.9% 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 0.66. They move together some of the time, and apart the rest.

Fees and Cost Over Time

OOTO charges 1.07% per year while SCHD charges 0.06%. On a $10,000 position that is $107 vs $6 annually, a gap of $101 per year that compounds over a long holding period. On income, OOTO currently yields 1.27% against 3.00% for SCHD.

You are not choosing between two funds in isolation.

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

OOTOSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, OOTO or SCHD?

OOTO has an expense ratio of 1.07% while SCHD charges 0.06%. SCHD is the cheaper option, by $101 a year on a $10,000 investment.

Which is riskier, OOTO or SCHD?

OOTO has been the more volatile fund at 51.9% annualized versus 15.0% for SCHD. Worst drawdown: OOTO -66.9% vs SCHD -16.9%.

Should I hold both OOTO and SCHD?

OOTO and SCHD have a monthly-return correlation of 0.66, 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, OOTO or SCHD?

OOTO yields 1.27% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than OOTO?

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.