SCHD vs XOVL
Schwab US Dividend Equity ETF vs Defiance Daily Target 2X Long XOVR ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | SCHD | XOVL | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 1.31% | |
| AUM | $108.7B | $6M | |
| Dividend Yield | 3.13% | 0.00% | |
| Holdings | 104 | 8 | |
| YTD Return | +27.67% | -2.05% | |
| 1Y Return | +31.26% | - | |
| 3Y Return (annualized) | +16.66% | - | |
| 5Y Return (annualized) | +10.18% | - | |
| Volatility (annualized) | 13.6% | - | |
| Max Drawdown | -33.4% | -27.2% | |
| Fund Family | Charles Schwab Asset Management | Defiance ETFs, LLC | |
| Category | Equity | Alternative | |
| Inception | Oct 20, 2011 | May 4, 2026 |
SCHD vs XOVL Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Defiance Daily Target 2X Long XOVR ETF (XOVL) is a ETF from Defiance ETFs, LLC. Year to date, SCHD is up 27.67% versus a loss of 2.05% for XOVL.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -33.4% for SCHD and -27.2% for XOVL. 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 XOVL charges 1.31%. On a $10,000 position that is $6 vs $131 annually, a gap of $125 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 0.00% for XOVL.
Holdings Overlap
SCHD and XOVL 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 XOVL?
SCHD has an expense ratio of 0.06% while XOVL charges 1.31%. SCHD is the cheaper option. On a $10,000 investment, that is $125 per year of difference.
What is the holdings overlap between SCHD and XOVL?
SCHD and XOVL share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, SCHD or XOVL?
SCHD yields 3.13% while XOVL yields 0.00%, so SCHD currently pays the higher dividend yield.
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