SCHD vs SMCC

SCHD vs SMCC

Which is better, SCHD or SMCC?

Large Cap Value against Trading-Leveraged Equity.

SCHD has a lower expense ratio. SMCC led over 1Y and the full window.

Lower Fees: SCHDHigher Returns: SMCC

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricSCHDSMCC
Expense Ratio0.06%Best0.45%
AUM$112.1B$530,152.15
Dividend Yield3.00%0.00%
Holdings1033
YTD Return+23.60%+557.33%Best
1Y Return+28.29%+160.42%Best
3Y Return (annualized)+16.25%-
5Y Return (annualized)+10.25%-
Volatility (annualized)13.6%-
Max Drawdown-4.6%Best-75.9%
$10,000 over 1.1 years$12,744$31,089Best
Fund FamilyCharles Schwab Asset ManagementCorgi Strategies, LLC
CategoryEquityAlternative
StyleLarge Cap ValueTrading-Leveraged Equity
InceptionOct 20, 2011Jun 30, 2026

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.1 years row, are measured over the window both funds cover: Aug 20, 2025 to Sep 21, 2026 (1.1 years).

SCHD vs SMCC growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

SCHD vs SMCC Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Corgi SMCI 2x Daily ETF (SMCC) is an ETF from Corgi Strategies, LLC. Over the past year SCHD returned +28.29% while SMCC returned +160.42%. Year to date, SCHD is up 23.60% versus a gain of 557.33% for SMCC.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -4.6% for SCHD and -75.9% for SMCC. Drawdown depth is what each fund did in the worst stretch of the window measured above.

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 3.00% against 0.00% for SMCC.

Holdings Overlap

We hold position weights for 100 holdings in SCHD and 1 in SMCC, totalling 100.0% and 4.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 100 positions we hold weights for in SCHD and 1 in SMCC, against full books of 103 and 3.

You are not choosing between two funds in isolation.

Whichever of SCHD and SMCC you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SCHDSMCC

Free for up to 10 holdings. No account needed.

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, by $39 a year on a $10,000 investment.

Which performed better, SCHD or SMCC?

Over the past year SCHD returned +28.29% vs +160.42% for SMCC, so SMCC leads on 1-year performance. Over the longest common window we track (1 years), SCHD annualized +24.66% vs +180.43% for SMCC. Past performance does not guarantee future results. This is information, not a recommendation.

Which pays a higher dividend, SCHD or SMCC?

SCHD yields 3.00% while SMCC yields 0.00%, so SCHD currently pays the higher dividend yield.

Is SMCC better than SCHD?

SCHD has a lower expense ratio. SMCC led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.