SARK vs SCHD
Tradr 1X Short Innovation 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 | SARK | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.00% | 0.06% | |
| AUM | $44M | $103.7B | |
| Dividend Yield | 3.16% | 3.31% | |
| Holdings | 10 | 104 | |
| YTD Return | -8.81% | +24.26% | |
| 1Y Return | -16.88% | +31.38% | |
| 3Y Return (annualized) | -29.68% | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 47.0% | 13.6% | |
| Max Drawdown | -81.1% | -33.4% | |
| Fund Family | Tradr ETFs | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Nov 5, 2021 | Oct 20, 2011 |
SARK vs SCHD Performance
Tradr 1X Short Innovation Daily ETF (SARK) is a ETF from Tradr ETFs and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year SARK returned -16.88% while SCHD returned +31.38%. Year to date, SARK is down 8.81% versus a gain of 24.26% for SCHD.
Over three years, SARK compounded at -29.68% per year against +15.08% for SCHD. Across the full 5-year window we track, SCHD has the edge at +11.39% annualized vs -13.73%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SARK has been the more volatile fund, with annualized monthly volatility of 47.0% 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 -81.1% for SARK 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 -0.36. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SARK charges 1.00% per year while SCHD charges 0.06%. On a $10,000 position that is $100 vs $6 annually, a gap of $94 per year that compounds over a long holding period. On income, SARK currently yields 3.16% against 3.31% for SCHD.
Frequently Asked Questions
Which is cheaper, SARK or SCHD?
SARK has an expense ratio of 1.00% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $94 per year of difference.
Which performed better, SARK or SCHD?
Over the past year SARK returned -16.88% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (5 years), SARK annualized -13.73% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, SARK or SCHD?
SARK has been the more volatile fund at 47.0% annualized versus 13.6% for SCHD. Worst drawdown: SARK -81.1% vs SCHD -33.4%.
Should I hold both SARK and SCHD?
SARK and SCHD have a monthly-return correlation of -0.36, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, SARK or SCHD?
SARK yields 3.16% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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