SCHD vs SOUX
Schwab US Dividend Equity ETF vs Defiance Daily Target 2X Long SOUN 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 | SCHD | SOUX | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 1.29% | |
| AUM | $103.7B | $9M | |
| Dividend Yield | 3.31% | 0.00% | |
| Holdings | 104 | 11 | |
| YTD Return | +24.26% | -67.20% | |
| 1Y Return | +31.38% | -79.63% | |
| 3Y Return (annualized) | +15.08% | - | |
| 5Y Return (annualized) | +9.72% | - | |
| Volatility (annualized) | 13.6% | 133.3% | |
| Max Drawdown | -33.4% | -96.5% | |
| Fund Family | Charles Schwab Asset Management | Defiance ETFs, LLC | |
| Category | Equity | Alternative | |
| Inception | Oct 20, 2011 | Jun 23, 2025 |
SCHD vs SOUX Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Defiance Daily Target 2X Long SOUN ETF (SOUX) is a ETF from Defiance ETFs, LLC. Over the past year SCHD returned +31.38% while SOUX returned -79.63%. Year to date, SCHD is up 24.26% versus a loss of 67.20% for SOUX.
Risk: Volatility and Drawdowns
SOUX has been the more volatile fund, with annualized monthly volatility of 133.3% 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 -33.4% for SCHD and -96.5% for SOUX. 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 0.04. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SCHD charges 0.06% per year while SOUX charges 1.29%. On a $10,000 position that is $6 vs $129 annually, a gap of $123 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 0.00% for SOUX.
Holdings Overlap
SCHD and SOUX 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 SOUX?
SCHD has an expense ratio of 0.06% while SOUX charges 1.29%. SCHD is the cheaper option. On a $10,000 investment, that is $123 per year of difference.
Which performed better, SCHD or SOUX?
Over the past year SCHD returned +31.38% vs -79.63% for SOUX, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), SCHD annualized +11.39% vs -73.93% for SOUX. Past performance does not guarantee future results.
Which is riskier, SCHD or SOUX?
SOUX has been the more volatile fund at 133.3% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs SOUX -96.5%.
Should I hold both SCHD and SOUX?
SCHD and SOUX have a monthly-return correlation of 0.04, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SCHD and SOUX?
SCHD and SOUX share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, SCHD or SOUX?
SCHD yields 3.31% while SOUX yields 0.00%, so SCHD currently pays the higher dividend yield.
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