HOOG vs SCHD
Leverage Shares 2X Long HOOD Daily ETF vs Schwab US Dividend Equity ETF
Which is better, HOOG or SCHD?
Leverage Strategy against Large Cap Value.
SCHD has a lower expense ratio. HOOG led over the full window, SCHD over 1Y.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | HOOG | SCHD |
|---|---|---|
| Expense Ratio | 0.85% | 0.06%Best |
| AUM | $50M | $111.6B |
| Dividend Yield | 20.78% | 3.24% |
| Holdings | 14 | 206 |
| YTD Return | -54.74% | +24.55%Best |
| 1Y Return | -71.73% | +29.85%Best |
| 3Y Return (annualized) | - | +16.64% |
| 5Y Return (annualized) | - | +9.54% |
| Volatility (annualized) | 141.4% | 14.7%Best |
| Max Drawdown | -86.9% | -13.0%Best |
| $10,000 over 1.6 years | $18,589Best | $13,002 |
| Fund Family | Leverage Shares | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Leverage Strategy | Large Cap Value |
| Inception | Mar 21, 2025 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.6 years row, are measured over the window both funds cover: Mar 21, 2025 to Oct 14, 2026 (1.6 years).
HOOG vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
HOOG vs SCHD Performance
Leverage Shares 2X Long HOOD Daily ETF (HOOG) is an ETF from Leverage Shares and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year HOOG returned -71.73% while SCHD returned +29.85%. Year to date, HOOG is down 54.74% versus a gain of 24.55% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HOOG has been the more volatile fund, with annualized monthly volatility of 141.4% compared with 14.7% 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 -86.9% for HOOG and -13.0% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at -0.29. They move largely independently of each other.
Fees and Cost Over Time
HOOG charges 0.85% per year while SCHD charges 0.06%. On a $10,000 position that is $85 vs $6 annually, a gap of $79 per year that compounds over a long holding period. On income, HOOG currently yields 20.78% against 3.24% for SCHD.
Holdings Overlap
We hold position weights for 1 holding in HOOG and 98 in SCHD, totalling 70.7% and 99.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 1 positions we hold weights for in HOOG and 98 in SCHD, against full books of 14 and 206.
You are not choosing between two funds in isolation.
Whichever of HOOG and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, HOOG or SCHD?
HOOG has an expense ratio of 0.85% while SCHD charges 0.06%. SCHD is the cheaper option, by $79 a year on a $10,000 investment.
Which performed better, HOOG or SCHD?
Over the past year HOOG returned -71.73% vs +29.85% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), HOOG annualized +47.33% vs +17.83% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HOOG or SCHD?
HOOG has been the more volatile fund at 141.4% annualized versus 14.7% for SCHD. Worst drawdown: HOOG -86.9% vs SCHD -13.0%.
Should I hold both HOOG and SCHD?
HOOG and SCHD have a monthly-return correlation of -0.29, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, HOOG or SCHD?
HOOG yields 20.78% while SCHD yields 3.24%, so HOOG currently pays the higher dividend yield.
Is SCHD better than HOOG?
SCHD has a lower expense ratio. HOOG led over the full window, SCHD over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.