SCHD vs SNDU

Quick Verdict

SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: TiedMore Diversified: SCHD

Side-by-Side Comparison

MetricSCHDSNDUWinner
Expense Ratio0.06%1.50%
AUM$103.7B$109M
Dividend Yield3.31%0.00%
Holdings1044
YTD Return+25.58%-22.75%
1Y Return+31.06%-
3Y Return (annualized)+15.55%-
5Y Return (annualized)+9.61%-
Volatility (annualized)13.6%-
Max Drawdown-33.4%-93.0%
Fund FamilyCharles Schwab Asset ManagementREX Shares
CategoryEquityAlternative
InceptionOct 20, 2011Mar 12, 2026

SCHD vs SNDU Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and T-REX 2X Long SNDK Daily Target ETF (SNDU) is a ETF from REX Shares. Year to date, SCHD is up 25.58% versus a loss of 22.75% for SNDU.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -33.4% for SCHD and -93.0% for SNDU. 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 SNDU charges 1.50%. On a $10,000 position that is $6 vs $150 annually, a gap of $144 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 0.00% for SNDU.

Holdings Overlap

0.0%overlap

SCHD and SNDU 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 SNDU?

SCHD has an expense ratio of 0.06% while SNDU charges 1.50%. SCHD is the cheaper option. On a $10,000 investment, that is $144 per year of difference.

What is the holdings overlap between SCHD and SNDU?

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

Which pays a higher dividend, SCHD or SNDU?

SCHD yields 3.31% while SNDU yields 0.00%, so SCHD currently pays the higher dividend yield.

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