SCHD vs XRPT

Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: SCHD

Side-by-Side Comparison

MetricSCHDXRPTWinner
Expense Ratio0.06%0.94%
AUM$103.7B$56M
Dividend Yield3.31%7.12%
Holdings1042
YTD Return+25.58%-82.78%
1Y Return+31.06%-95.75%
3Y Return (annualized)+15.55%-
5Y Return (annualized)+9.61%-
Volatility (annualized)13.6%87.5%
Max Drawdown-33.4%-96.6%
Fund FamilyCharles Schwab Asset ManagementVolatility Shares, LLC
CategoryEquityAlternative
InceptionOct 20, 2011May 22, 2025

SCHD vs XRPT Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Volatility 2x XRP ETF (XRPT) is a ETF from Volatility Shares, LLC. Over the past year SCHD returned +31.06% while XRPT returned -95.75%. Year to date, SCHD is up 25.58% versus a loss of 82.78% for XRPT.

Risk: Volatility and Drawdowns

XRPT has been the more volatile fund, with annualized monthly volatility of 87.5% 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 -96.6% for XRPT. 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 -0.13. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SCHD charges 0.06% per year while XRPT charges 0.94%. On a $10,000 position that is $6 vs $94 annually, a gap of $88 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 7.12% for XRPT.

Frequently Asked Questions

Which is cheaper, SCHD or XRPT?

SCHD has an expense ratio of 0.06% while XRPT charges 0.94%. SCHD is the cheaper option. On a $10,000 investment, that is $88 per year of difference.

Which performed better, SCHD or XRPT?

Over the past year SCHD returned +31.06% vs -95.75% for XRPT, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), SCHD annualized +11.46% vs -89.34% for XRPT. Past performance does not guarantee future results.

Which is riskier, SCHD or XRPT?

XRPT has been the more volatile fund at 87.5% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs XRPT -96.6%.

Should I hold both SCHD and XRPT?

SCHD and XRPT have a monthly-return correlation of -0.13, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, SCHD or XRPT?

SCHD yields 3.31% while XRPT yields 7.12%, so XRPT currently pays the higher dividend yield.

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