ARMG vs SCHD
Leverage Shares 2X Long ARM Daily ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. ARMG delivered stronger 1-year returns. SCHD offers more diversification with 103 holdings.
Side-by-Side Comparison
| Metric | ARMG | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.78% | 0.06% | |
| AUM | $56M | $112.2B | |
| Dividend Yield | 1.68% | 3.13% | |
| Holdings | 6 | 103 | |
| YTD Return | +139.46% | +28.33% | |
| 1Y Return | +59.42% | +30.37% | |
| 3Y Return (annualized) | - | +16.64% | |
| 5Y Return (annualized) | - | +10.04% | |
| Volatility (annualized) | 172.3% | 13.6% | |
| Max Drawdown | -80.3% | -33.4% | |
| Fund Family | Leverage Shares | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Jan 14, 2025 | Oct 20, 2011 |
ARMG vs SCHD Performance
Leverage Shares 2X Long ARM Daily ETF (ARMG) 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 ARMG returned +59.42% while SCHD returned +30.37%. Year to date, ARMG is up 139.46% versus a gain of 28.33% for SCHD.
Risk: Volatility and Drawdowns
ARMG has been the more volatile fund, with annualized monthly volatility of 172.3% 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 -80.3% for ARMG 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 -0.01. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
ARMG 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, ARMG currently yields 1.68% against 3.13% for SCHD.
Holdings Overlap
ARMG 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, ARMG or SCHD?
ARMG 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, ARMG or SCHD?
Over the past year ARMG returned +59.42% vs +30.37% for SCHD, so ARMG leads on 1-year performance. Over the longest common window we track (2 years), ARMG annualized +0.29% vs +11.58% for SCHD. Past performance does not guarantee future results.
Which is riskier, ARMG or SCHD?
ARMG has been the more volatile fund at 172.3% annualized versus 13.6% for SCHD. Worst drawdown: ARMG -80.3% vs SCHD -33.4%.
Should I hold both ARMG and SCHD?
ARMG and SCHD have a monthly-return correlation of -0.01, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ARMG and SCHD?
ARMG and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, ARMG or SCHD?
ARMG yields 1.68% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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