HOOZ vs SCHD

HOOZ vs SCHD

Which is better, HOOZ or SCHD?

Trading-Inverse Equity against Large Cap Value.

SCHD has a lower expense ratio.

Lower Fees: SCHD

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

MetricHOOZSCHD
Expense Ratio1.31%0.06%Best
AUM$3M$111.6B
Dividend Yield0.00%3.24%
Holdings16206
Fund FamilyDefiance ETFs, LLCCharles Schwab Asset Management
CategoryAlternativeEquity
StyleTrading-Inverse EquityLarge Cap Value
InceptionNov 12, 2025Oct 20, 2011

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

The two price series end 48 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. HOOZ has data through Aug 27, 2026 and SCHD through Oct 14, 2026.

Fees and Cost Over Time

HOOZ charges 1.31% per year while SCHD charges 0.06%. On a $10,000 position that is $131 vs $6 annually, a gap of $125 per year that compounds over a long holding period. On income, HOOZ currently yields 0.00% against 3.24% for SCHD.

Holdings Overlap

We hold position weights for 1 holding in HOOZ and 98 in SCHD, totalling 22.5% and 99.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 58 days apart, HOOZ as of Aug 6, 2026 and SCHD as of Oct 3, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 1 positions we hold weights for in HOOZ and 98 in SCHD, against full books of 16 and 206.

You are not choosing between two funds in isolation.

Whichever of HOOZ and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

HOOZSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, HOOZ or SCHD?

HOOZ has an expense ratio of 1.31% while SCHD charges 0.06%. SCHD is the cheaper option, by $125 a year on a $10,000 investment.

Which pays a higher dividend, HOOZ or SCHD?

HOOZ yields 0.00% while SCHD yields 3.24%, so SCHD currently pays the higher dividend yield.

Is SCHD better than HOOZ?

SCHD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.