SCHD vs VRTL
Schwab US Dividend Equity ETF vs GraniteShares 2x Long VRT Daily ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | SCHD | VRTL | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 1.50% | |
| AUM | $108.7B | $57M | |
| Dividend Yield | 3.13% | 0.00% | |
| Holdings | 104 | 2 | |
| YTD Return | +27.93% | - | |
| 1Y Return | +30.06% | -41.38% | |
| 3Y Return (annualized) | +16.25% | - | |
| 5Y Return (annualized) | +10.03% | - | |
| Volatility (annualized) | 13.6% | 122.1% | |
| Max Drawdown | -33.4% | -63.8% | |
| Fund Family | Charles Schwab Asset Management | GraniteShares | |
| Category | Equity | Alternative | |
| Inception | Oct 20, 2011 | Mar 25, 2025 |
SCHD vs VRTL Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and GraniteShares 2x Long VRT Daily ETF (VRTL) is a ETF from GraniteShares. Over the past year SCHD returned +30.06% while VRTL returned -41.38%.
Risk: Volatility and Drawdowns
VRTL has been the more volatile fund, with annualized monthly volatility of 122.1% 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 -63.8% for VRTL. 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 VRTL 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 3.13% against 0.00% for VRTL.
Holdings Overlap
SCHD and VRTL 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 VRTL?
SCHD has an expense ratio of 0.06% while VRTL charges 1.50%. SCHD is the cheaper option. On a $10,000 investment, that is $144 per year of difference.
Which performed better, SCHD or VRTL?
Over the past year SCHD returned +30.06% vs -41.38% for VRTL, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), SCHD annualized +11.56% vs -41.32% for VRTL. Past performance does not guarantee future results.
Which is riskier, SCHD or VRTL?
VRTL has been the more volatile fund at 122.1% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs VRTL -63.8%.
What is the holdings overlap between SCHD and VRTL?
SCHD and VRTL share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, SCHD or VRTL?
SCHD yields 3.13% while VRTL yields 0.00%, so SCHD currently pays the higher dividend yield.
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