PTIR vs SCHD
GraniteShares 2x Long PLTR Daily 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 | PTIR | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.04% | 0.06% | |
| AUM | $279M | $103.7B | |
| Dividend Yield | 16.53% | 3.31% | |
| Holdings | 2 | 104 | |
| YTD Return | -19.20% | +25.33% | |
| 1Y Return | -40.31% | +32.31% | |
| 3Y Return (annualized) | - | +15.40% | |
| 5Y Return (annualized) | - | +9.70% | |
| Volatility (annualized) | 145.4% | 13.6% | |
| Max Drawdown | -79.4% | -33.4% | |
| Fund Family | GraniteShares | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Sep 3, 2024 | Oct 20, 2011 |
PTIR vs SCHD Performance
GraniteShares 2x Long PLTR Daily ETF (PTIR) is a ETF from GraniteShares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year PTIR returned -40.31% while SCHD returned +32.31%. Year to date, PTIR is down 19.20% versus a gain of 25.33% for SCHD.
Risk: Volatility and Drawdowns
PTIR has been the more volatile fund, with annualized monthly volatility of 145.4% 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 -79.4% for PTIR 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 -0.23. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
PTIR charges 1.04% per year while SCHD charges 0.06%. On a $10,000 position that is $104 vs $6 annually, a gap of $98 per year that compounds over a long holding period. On income, PTIR currently yields 16.53% against 3.31% for SCHD.
Holdings Overlap
PTIR 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, PTIR or SCHD?
PTIR has an expense ratio of 1.04% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $98 per year of difference.
Which performed better, PTIR or SCHD?
Over the past year PTIR returned -40.31% vs +32.31% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), PTIR annualized +264.22% vs +11.45% for SCHD. Past performance does not guarantee future results.
Which is riskier, PTIR or SCHD?
PTIR has been the more volatile fund at 145.4% annualized versus 13.6% for SCHD. Worst drawdown: PTIR -79.4% vs SCHD -33.4%.
Should I hold both PTIR and SCHD?
PTIR and SCHD have a monthly-return correlation of -0.23, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between PTIR and SCHD?
PTIR and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, PTIR or SCHD?
PTIR yields 16.53% while SCHD yields 3.31%, so PTIR currently pays the higher dividend yield.
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