SCHD vs SMCC

SCHD vs SMCC
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Quick Verdict

SCHD has a lower expense ratio. SMCC delivered stronger 1-year returns. SCHD offers more diversification with 103 holdings.

Lower Fees: SCHDHigher Returns: SMCCMore Diversified: SCHD

Side-by-Side Comparison

MetricSCHDSMCCWinner
Expense Ratio0.06%0.45%
AUM$112.2B$541,974.7
Dividend Yield3.13%0.00%
Holdings1033
YTD Return+27.89%+467.67%
1Y Return+29.93%+188.83%
3Y Return (annualized)+16.13%-
5Y Return (annualized)+10.00%-
Volatility (annualized)13.6%-
Max Drawdown-33.4%-75.9%
Fund FamilyCharles Schwab Asset ManagementCorgi Strategies, LLC
CategoryEquityAlternative
InceptionOct 20, 2011Jun 30, 2026

SCHD vs SMCC Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Corgi SMCI 2x Daily ETF (SMCC) is a ETF from Corgi Strategies, LLC. Over the past year SCHD returned +29.93% while SMCC returned +188.83%. Year to date, SCHD is up 27.89% versus a gain of 467.67% for SMCC.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -33.4% for SCHD and -75.9% for SMCC. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

SCHD charges 0.06% per year while SMCC charges 0.45%. On a $10,000 position that is $6 vs $45 annually, a gap of $39 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 0.00% for SMCC.

Holdings Overlap

0.0%overlap

SCHD and SMCC 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, SCHD or SMCC?

SCHD has an expense ratio of 0.06% while SMCC charges 0.45%. SCHD is the cheaper option. On a $10,000 investment, that is $39 per year of difference.

Which performed better, SCHD or SMCC?

Over the past year SCHD returned +29.93% vs +188.83% for SMCC, so SMCC leads on 1-year performance. Over the longest common window we track (1 years), SCHD annualized +11.56% vs +157.62% for SMCC. Past performance does not guarantee future results.

What is the holdings overlap between SCHD and SMCC?

SCHD and SMCC share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.

Which pays a higher dividend, SCHD or SMCC?

SCHD yields 3.13% while SMCC yields 0.00%, so SCHD currently pays the higher dividend yield.

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