SCHD vs TARK
Schwab US Dividend Equity ETF vs Tradr 2X Long Innovation 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 | TARK | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 1.48% | |
| AUM | $112.2B | $22M | |
| Dividend Yield | 3.13% | 39.73% | |
| Holdings | 103 | 10 | |
| YTD Return | +27.89% | +3.11% | |
| 1Y Return | +29.93% | +6.17% | |
| 3Y Return (annualized) | +16.13% | +24.12% | |
| 5Y Return (annualized) | +10.00% | - | |
| Volatility (annualized) | 13.6% | 85.9% | |
| Max Drawdown | -33.4% | -77.8% | |
| Fund Family | Charles Schwab Asset Management | Tradr ETFs | |
| Category | Equity | Alternative | |
| Inception | Oct 20, 2011 | Apr 28, 2022 |
SCHD vs TARK Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Tradr 2X Long Innovation ETF (TARK) is a ETF from Tradr ETFs. Over the past year SCHD returned +29.93% while TARK returned +6.17%. Year to date, SCHD is up 27.89% versus a gain of 3.11% for TARK.
Over three years, SCHD compounded at +16.13% per year against +24.12% for TARK. Across the full 4-year window we track, SCHD has the edge at +11.56% annualized vs -3.93%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
TARK has been the more volatile fund, with annualized monthly volatility of 85.9% 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 -77.8% for TARK. 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 0.36. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SCHD charges 0.06% per year while TARK charges 1.48%. On a $10,000 position that is $6 vs $148 annually, a gap of $142 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 39.73% for TARK.
Frequently Asked Questions
Which is cheaper, SCHD or TARK?
SCHD has an expense ratio of 0.06% while TARK charges 1.48%. SCHD is the cheaper option. On a $10,000 investment, that is $142 per year of difference.
Which performed better, SCHD or TARK?
Over the past year SCHD returned +29.93% vs +6.17% for TARK, so SCHD leads on 1-year performance. Over the longest common window we track (4 years), SCHD annualized +11.56% vs -3.93% for TARK. Past performance does not guarantee future results.
Which is riskier, SCHD or TARK?
TARK has been the more volatile fund at 85.9% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs TARK -77.8%.
Should I hold both SCHD and TARK?
SCHD and TARK have a monthly-return correlation of 0.36, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, SCHD or TARK?
SCHD yields 3.13% while TARK yields 39.73%, so TARK currently pays the higher dividend yield.
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