SCHD vs SSK
Schwab US Dividend Equity ETF vs REX-Osprey SOL + Staking ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 103 holdings.
Side-by-Side Comparison
| Metric | SCHD | SSK | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 1.40% | |
| AUM | $112.2B | $93M | |
| Dividend Yield | 3.13% | 33.27% | |
| Holdings | 103 | 5 | |
| YTD Return | +27.60% | -33.10% | |
| 1Y Return | +29.63% | -56.80% | |
| 3Y Return (annualized) | +16.43% | - | |
| 5Y Return (annualized) | +10.05% | - | |
| Volatility (annualized) | 13.6% | 60.0% | |
| Max Drawdown | -33.4% | -77.3% | |
| Fund Family | Charles Schwab Asset Management | REX Shares | |
| Category | Equity | Alternative | |
| Inception | Oct 20, 2011 | Jul 2, 2025 |
SCHD vs SSK Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and REX-Osprey SOL + Staking ETF (SSK) is a ETF from REX Shares. Over the past year SCHD returned +29.63% while SSK returned -56.80%. Year to date, SCHD is up 27.60% versus a loss of 33.10% for SSK.
Risk: Volatility and Drawdowns
SSK has been the more volatile fund, with annualized monthly volatility of 60.0% 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 -77.3% for SSK. 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 -0.06. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SCHD charges 0.06% per year while SSK charges 1.40%. On a $10,000 position that is $6 vs $140 annually, a gap of $134 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 33.27% for SSK.
Holdings Overlap
SCHD and SSK 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 SSK?
SCHD has an expense ratio of 0.06% while SSK charges 1.40%. SCHD is the cheaper option. On a $10,000 investment, that is $134 per year of difference.
Which performed better, SCHD or SSK?
Over the past year SCHD returned +29.63% vs -56.80% for SSK, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), SCHD annualized +11.54% vs -41.81% for SSK. Past performance does not guarantee future results.
Which is riskier, SCHD or SSK?
SSK has been the more volatile fund at 60.0% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs SSK -77.3%.
Should I hold both SCHD and SSK?
SCHD and SSK have a monthly-return correlation of -0.06, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SCHD and SSK?
SCHD and SSK share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, SCHD or SSK?
SCHD yields 3.13% while SSK yields 33.27%, so SSK currently pays the higher dividend yield.
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