OSCX vs SCHD
Defiance Daily Target 2X Long OSCR ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. OSCX delivered stronger 1-year returns. SCHD offers more diversification with 103 holdings.
Side-by-Side Comparison
| Metric | OSCX | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.31% | 0.06% | |
| AUM | $9M | $112.2B | |
| Dividend Yield | 0.00% | 3.13% | |
| Holdings | 18 | 103 | |
| YTD Return | +189.35% | +28.59% | |
| 1Y Return | +51.31% | +31.77% | |
| 3Y Return (annualized) | - | +16.70% | |
| 5Y Return (annualized) | - | +10.09% | |
| Volatility (annualized) | 172.7% | 13.6% | |
| Max Drawdown | -84.5% | -33.4% | |
| Fund Family | Defiance ETFs, LLC | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Sep 24, 2025 | Oct 20, 2011 |
OSCX vs SCHD Performance
Defiance Daily Target 2X Long OSCR ETF (OSCX) is a ETF from Defiance ETFs, LLC and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year OSCX returned +51.31% while SCHD returned +31.77%. Year to date, OSCX is up 189.35% versus a gain of 28.59% for SCHD.
Risk: Volatility and Drawdowns
OSCX has been the more volatile fund, with annualized monthly volatility of 172.7% 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 -84.5% for OSCX 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 0.13. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
OSCX charges 1.31% per year while SCHD charges 0.06%. On a $10,000 position that is $131 vs $6 annually, a gap of $125 per year that compounds over a long holding period. On income, OSCX currently yields 0.00% against 3.13% for SCHD.
Holdings Overlap
OSCX and SCHD share 0 holdings out of 101 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, OSCX or SCHD?
OSCX has an expense ratio of 1.31% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $125 per year of difference.
Which performed better, OSCX or SCHD?
Over the past year OSCX returned +51.31% vs +31.77% for SCHD, so OSCX leads on 1-year performance. Past performance does not guarantee future results.
Which is riskier, OSCX or SCHD?
OSCX has been the more volatile fund at 172.7% annualized versus 13.6% for SCHD. Worst drawdown: OSCX -84.5% vs SCHD -33.4%.
Should I hold both OSCX and SCHD?
OSCX and SCHD have a monthly-return correlation of 0.13, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between OSCX and SCHD?
OSCX and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, OSCX or SCHD?
OSCX yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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