APHG vs SCHD
Leverage Shares 2X Long APH Daily ETF vs Schwab US Dividend Equity ETF
Which is better, APHG or SCHD?
Trading-Leveraged Equity against Large Cap Value.
SCHD has a lower expense ratio. SCHD led 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 | APHG | SCHD |
|---|---|---|
| Expense Ratio | 0.99% | 0.06%Best |
| AUM | $296,272.14 | $112.1B |
| Dividend Yield | 0.00% | 3.00% |
| Holdings | 4 | 103 |
| YTD Return | -13.16% | +24.04%Best |
| 1Y Return | -13.16% | +27.95%Best |
| 3Y Return (annualized) | - | +15.51% |
| 5Y Return (annualized) | - | +9.80% |
| Volatility (annualized) | - | 13.6% |
| Max Drawdown | - | -33.4% |
| $10,000 over 14.9 years | - | $49,226 |
| Fund Family | Leverage Shares | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Equity | Large Cap Value |
| Inception | Jun 16, 2026 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 14.9 years row, are measured over the window both funds cover: Jun 16, 2026 to Sep 16, 2026 (14.9 years).
APHG 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.
APHG vs SCHD Performance
Leverage Shares 2X Long APH Daily ETF (APHG) 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 APHG returned -13.16% while SCHD returned +27.95%. Year to date, APHG is down 13.16% versus a gain of 24.04% for SCHD.
Past performance does not guarantee future results.
Fees and Cost Over Time
APHG charges 0.99% per year while SCHD charges 0.06%. On a $10,000 position that is $99 vs $6 annually, a gap of $93 per year that compounds over a long holding period. On income, APHG currently yields 0.00% against 3.00% for SCHD.
Holdings Overlap
We hold position weights for 1 holding in APHG and 100 in SCHD, totalling 19.3% and 100.0% 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 APHG and 100 in SCHD, against full books of 4 and 103.
You are not choosing between two funds in isolation.
Whichever of APHG 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, APHG or SCHD?
APHG has an expense ratio of 0.99% while SCHD charges 0.06%. SCHD is the cheaper option, by $93 a year on a $10,000 investment.
Which performed better, APHG or SCHD?
Over the past year APHG returned -13.16% vs +27.95% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which pays a higher dividend, APHG or SCHD?
APHG yields 0.00% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than APHG?
SCHD has a lower expense ratio. SCHD led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.