SCHD vs SMCX
Schwab US Dividend Equity ETF vs Defiance Daily Target 2X Long SMCI ETF
Which is better, SCHD or SMCX?
Large Cap Value against Trading-Leveraged Debt.
SCHD has a lower expense ratio. SCHD led over 1Y and the full window.
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
| Metric | SCHD | SMCX |
|---|---|---|
| Expense Ratio | 0.06%Best | 1.43% |
| AUM | $112.1B | $154M |
| Dividend Yield | 3.00% | 8.35% |
| Holdings | 103 | 24 |
| YTD Return | +23.68%Best | -44.29% |
| 1Y Return | +28.36%Best | -80.36% |
| 3Y Return (annualized) | +16.20% | - |
| 5Y Return (annualized) | +10.07% | - |
| Volatility (annualized) | 13.6%Best | 179.0% |
| Max Drawdown | -16.1% | - |
| $10,000 over 2.1 years | $13,252Best | $190 |
| Fund Family | Charles Schwab Asset Management | Defiance ETFs, LLC |
| Category | Equity | Alternative |
| Style | Large Cap Value | Trading-Leveraged Debt |
| Inception | Oct 20, 2011 | Aug 21, 2024 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.1 years row, are measured over the window both funds cover: Aug 22, 2024 to Sep 22, 2026 (2.1 years).
SCHD vs SMCX 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 covers the 2.1 years both funds cover.
SCHD vs SMCX Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Defiance Daily Target 2X Long SMCI ETF (SMCX) is an ETF from Defiance ETFs, LLC. Over the past year SCHD returned +28.36% while SMCX returned -80.36%. Year to date, SCHD is up 23.68% versus a loss of 44.29% for SMCX.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SMCX has been the more volatile fund, with annualized monthly volatility of 179.0% compared with 13.6% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The two funds' monthly returns correlate at 0.17. They move largely independently of each other.
Fees and Cost Over Time
SCHD charges 0.06% per year while SMCX charges 1.43%. On a $10,000 position that is $6 vs $143 annually, a gap of $137 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 8.35% for SMCX.
Holdings Overlap
We hold position weights for 100 holdings in SCHD and 2 in SMCX, totalling 100.0% and 7.9% 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 2 in SMCX, against full books of 103 and 24.
You are not choosing between two funds in isolation.
Whichever of SCHD and SMCX you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SCHD or SMCX?
SCHD has an expense ratio of 0.06% while SMCX charges 1.43%. SCHD is the cheaper option, by $137 a year on a $10,000 investment.
Which performed better, SCHD or SMCX?
Over the past year SCHD returned +28.36% vs -80.36% for SMCX, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), SCHD annualized +14.35% vs -84.87% for SMCX. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCHD or SMCX?
SMCX has been the more volatile fund at 179.0% annualized versus 13.6% for SCHD.
Should I hold both SCHD and SMCX?
SCHD and SMCX have a monthly-return correlation of 0.17, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, SCHD or SMCX?
SCHD yields 3.00% while SMCX yields 8.35%, so SMCX currently pays the higher dividend yield.
Is SMCX better than SCHD?
SCHD has a lower expense ratio. SCHD 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.