APPX vs SCHD
Tradr 2X Long APP Daily ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | APPX | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.30% | 0.06% | |
| AUM | $127M | $108.7B | |
| Dividend Yield | 0.00% | 3.13% | |
| Holdings | 10 | 104 | |
| YTD Return | -56.37% | +27.67% | |
| 1Y Return | -34.07% | +29.56% | |
| 3Y Return (annualized) | +39.81% | +16.53% | |
| 5Y Return (annualized) | +39.81% | +9.95% | |
| Volatility (annualized) | 167.8% | 13.6% | |
| Max Drawdown | -81.4% | -33.4% | |
| Fund Family | Tradr ETFs | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Apr 24, 2025 | Oct 20, 2011 |
APPX vs SCHD Performance
Tradr 2X Long APP Daily ETF (APPX) is a ETF from Tradr ETFs and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year APPX returned -34.07% while SCHD returned +29.56%. Year to date, APPX is down 56.37% versus a gain of 27.67% for SCHD.
Over three years, APPX compounded at +39.81% per year against +16.53% for SCHD; over five years the annualized figures are +39.81% and +9.95% respectively. Across the full 15-year window we track, SCHD has the edge at +11.55% annualized vs +6.30%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
APPX has been the more volatile fund, with annualized monthly volatility of 167.8% 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 -81.4% for APPX 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 -0.39. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
APPX charges 1.30% per year while SCHD charges 0.06%. On a $10,000 position that is $130 vs $6 annually, a gap of $124 per year that compounds over a long holding period. On income, APPX currently yields 0.00% against 3.13% for SCHD.
Frequently Asked Questions
Which is cheaper, APPX or SCHD?
APPX has an expense ratio of 1.30% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $124 per year of difference.
Which performed better, APPX or SCHD?
Over the past year APPX returned -34.07% vs +29.56% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), APPX annualized +6.30% vs +11.55% for SCHD. Past performance does not guarantee future results.
Which is riskier, APPX or SCHD?
APPX has been the more volatile fund at 167.8% annualized versus 13.6% for SCHD. Worst drawdown: APPX -81.4% vs SCHD -33.4%.
Should I hold both APPX and SCHD?
APPX and SCHD have a monthly-return correlation of -0.39, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, APPX or SCHD?
APPX yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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