AMDG vs SCHD

AMDG vs SCHD
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Quick Verdict

SCHD has a lower expense ratio. AMDG delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.

Lower Fees: SCHDHigher Returns: AMDGMore Diversified: SCHD

Side-by-Side Comparison

MetricAMDGSCHDWinner
Expense Ratio0.78%0.06%
AUM$27M$108.7B
Dividend Yield3.40%3.13%
Holdings6104
YTD Return+181.71%+27.93%
1Y Return+311.51%+30.06%
3Y Return (annualized)-+16.25%
5Y Return (annualized)-+10.03%
Volatility (annualized)209.8%13.6%
Max Drawdown-63.0%-33.4%
Fund FamilyLeverage SharesCharles Schwab Asset Management
CategoryAlternativeEquity
InceptionJan 24, 2025Oct 20, 2011

AMDG vs SCHD Performance

Leverage Shares 2X Long AMD Daily ETF (AMDG) is a ETF from Leverage Shares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year AMDG returned +311.51% while SCHD returned +30.06%. Year to date, AMDG is up 181.71% versus a gain of 27.93% for SCHD.

Risk: Volatility and Drawdowns

AMDG has been the more volatile fund, with annualized monthly volatility of 209.8% 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 -63.0% for AMDG and -33.4% for SCHD. 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 -0.05. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AMDG charges 0.78% per year while SCHD charges 0.06%. On a $10,000 position that is $78 vs $6 annually, a gap of $72 per year that compounds over a long holding period. On income, AMDG currently yields 3.40% against 3.13% for SCHD.

Holdings Overlap

0.0%overlap

AMDG and SCHD 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, AMDG or SCHD?

AMDG has an expense ratio of 0.78% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $72 per year of difference.

Which performed better, AMDG or SCHD?

Over the past year AMDG returned +311.51% vs +30.06% for SCHD, so AMDG leads on 1-year performance. Over the longest common window we track (2 years), AMDG annualized +208.67% vs +11.56% for SCHD. Past performance does not guarantee future results.

Which is riskier, AMDG or SCHD?

AMDG has been the more volatile fund at 209.8% annualized versus 13.6% for SCHD. Worst drawdown: AMDG -63.0% vs SCHD -33.4%.

Should I hold both AMDG and SCHD?

AMDG and SCHD have a monthly-return correlation of -0.05, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AMDG and SCHD?

AMDG and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.

Which pays a higher dividend, AMDG or SCHD?

AMDG yields 3.40% while SCHD yields 3.13%, so AMDG currently pays the higher dividend yield.

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