RIOX vs SCHD
Defiance Daily Target 2X Long RIOT 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 104 holdings.
Side-by-Side Comparison
| Metric | RIOX | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.95% | 0.06% | |
| AUM | $18M | $108.7B | |
| Dividend Yield | 15.82% | 3.13% | |
| Holdings | 11 | 104 | |
| YTD Return | -10.81% | +26.54% | |
| 1Y Return | -23.61% | +30.90% | |
| 3Y Return (annualized) | - | +16.29% | |
| 5Y Return (annualized) | - | +9.65% | |
| Volatility (annualized) | 184.6% | 13.6% | |
| Max Drawdown | -84.4% | -33.4% | |
| Fund Family | Defiance ETFs, LLC | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Jan 2, 2025 | Oct 20, 2011 |
RIOX vs SCHD Performance
Defiance Daily Target 2X Long RIOT ETF (RIOX) 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 RIOX returned -23.61% while SCHD returned +30.90%. Year to date, RIOX is down 10.81% versus a gain of 26.54% for SCHD.
Risk: Volatility and Drawdowns
RIOX has been the more volatile fund, with annualized monthly volatility of 184.6% 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 -84.4% for RIOX 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 0.09. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
RIOX charges 0.95% per year while SCHD charges 0.06%. On a $10,000 position that is $95 vs $6 annually, a gap of $89 per year that compounds over a long holding period. On income, RIOX currently yields 15.82% against 3.13% for SCHD.
Holdings Overlap
RIOX 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, RIOX or SCHD?
RIOX has an expense ratio of 0.95% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $89 per year of difference.
Which performed better, RIOX or SCHD?
Over the past year RIOX returned -23.61% vs +30.90% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), RIOX annualized -40.13% vs +11.51% for SCHD. Past performance does not guarantee future results.
Which is riskier, RIOX or SCHD?
RIOX has been the more volatile fund at 184.6% annualized versus 13.6% for SCHD. Worst drawdown: RIOX -84.4% vs SCHD -33.4%.
Should I hold both RIOX and SCHD?
RIOX and SCHD have a monthly-return correlation of 0.09, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between RIOX and SCHD?
RIOX and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, RIOX or SCHD?
RIOX yields 15.82% while SCHD yields 3.13%, so RIOX currently pays the higher dividend yield.
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