ROBN vs SCHD
T-REX 2X Long HOOD Daily Target 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 | ROBN | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.05% | 0.06% | |
| AUM | $113M | $103.7B | |
| Dividend Yield | 8.03% | 3.31% | |
| Holdings | 5 | 104 | |
| YTD Return | -55.31% | +25.33% | |
| 1Y Return | -65.73% | +32.31% | |
| 3Y Return (annualized) | - | +15.40% | |
| 5Y Return (annualized) | - | +9.70% | |
| Volatility (annualized) | 145.1% | 13.6% | |
| Max Drawdown | -87.3% | -33.4% | |
| Fund Family | REX Shares | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Jan 31, 2025 | Oct 20, 2011 |
ROBN vs SCHD Performance
T-REX 2X Long HOOD Daily Target ETF (ROBN) is a ETF from REX Shares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year ROBN returned -65.73% while SCHD returned +32.31%. Year to date, ROBN is down 55.31% versus a gain of 25.33% for SCHD.
Risk: Volatility and Drawdowns
ROBN has been the more volatile fund, with annualized monthly volatility of 145.1% 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 -87.3% for ROBN 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 -0.28. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
ROBN charges 1.05% per year while SCHD charges 0.06%. On a $10,000 position that is $105 vs $6 annually, a gap of $99 per year that compounds over a long holding period. On income, ROBN currently yields 8.03% against 3.31% for SCHD.
Holdings Overlap
ROBN and SCHD share 0 holdings out of 102 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, ROBN or SCHD?
ROBN has an expense ratio of 1.05% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $99 per year of difference.
Which performed better, ROBN or SCHD?
Over the past year ROBN returned -65.73% vs +32.31% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), ROBN annualized +3.08% vs +11.45% for SCHD. Past performance does not guarantee future results.
Which is riskier, ROBN or SCHD?
ROBN has been the more volatile fund at 145.1% annualized versus 13.6% for SCHD. Worst drawdown: ROBN -87.3% vs SCHD -33.4%.
Should I hold both ROBN and SCHD?
ROBN and SCHD have a monthly-return correlation of -0.28, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ROBN and SCHD?
ROBN and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 102 unique securities.
Which pays a higher dividend, ROBN or SCHD?
ROBN yields 8.03% while SCHD yields 3.31%, so ROBN currently pays the higher dividend yield.
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