AVGG vs SCHD
Leverage Shares 2X Long AVGO Daily ETF vs Schwab US Dividend Equity ETF
Which is better, AVGG or SCHD?
Leverage Strategy against Large Cap Value.
SCHD has a lower expense ratio. AVGG led over 3Y, 5Y and the full window, SCHD 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 | AVGG | SCHD |
|---|---|---|
| Expense Ratio | 0.76% | 0.06%Best |
| AUM | $47M | $112.1B |
| Dividend Yield | 2.46% | 3.00% |
| Holdings | 5 | 103 |
| YTD Return | -14.08% | +24.59%Best |
| 1Y Return | -31.55% | +28.14%Best |
| 3Y Return (annualized) | +46.45%Best | +15.58% |
| 5Y Return (annualized) | +46.45%Best | +9.90% |
| Volatility (annualized) | 260845.0% | 13.6%Best |
| Max Drawdown | -98.2% | -33.4%Best |
| $10,000 over 5 years | $67,367Best | $16,032 |
| Fund Family | Leverage Shares | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Leverage Strategy | Large Cap Value |
| Inception | May 16, 2025 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jan 11, 2012 to Sep 10, 2026 (14.9 years).
AVGG 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.
AVGG vs SCHD Performance
Leverage Shares 2X Long AVGO Daily ETF (AVGG) 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 AVGG returned -31.55% while SCHD returned +28.14%. Year to date, AVGG is down 14.08% versus a gain of 24.59% for SCHD.
Over three years, AVGG compounded at +46.45% per year against +15.58% for SCHD; over five years the annualized figures are +46.45% and +9.90% respectively. Across the full 15-year window we track, AVGG has the edge at +59.70% annualized vs +11.34%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AVGG has been the more volatile fund, with annualized monthly volatility of 260845.0% 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 -98.2% for AVGG and -33.4% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.00. They move largely independently of each other.
Fees and Cost Over Time
AVGG charges 0.76% per year while SCHD charges 0.06%. On a $10,000 position that is $76 vs $6 annually, a gap of $70 per year that compounds over a long holding period. On income, AVGG currently yields 2.46% against 3.00% for SCHD.
Holdings Overlap
We hold position weights for 1 holding in AVGG and 100 in SCHD, totalling 13.1% 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 AVGG and 100 in SCHD, against full books of 5 and 103.
You are not choosing between two funds in isolation.
Whichever of AVGG 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, AVGG or SCHD?
AVGG has an expense ratio of 0.76% while SCHD charges 0.06%. SCHD is the cheaper option, by $70 a year on a $10,000 investment.
Which performed better, AVGG or SCHD?
Over the past year AVGG returned -31.55% vs +28.14% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), AVGG annualized +59.70% vs +11.34% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AVGG or SCHD?
AVGG has been the more volatile fund at 260845.0% annualized versus 13.6% for SCHD. Worst drawdown: AVGG -98.2% vs SCHD -33.4%.
Should I hold both AVGG and SCHD?
AVGG and SCHD have a monthly-return correlation of 0.00, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, AVGG or SCHD?
AVGG yields 2.46% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than AVGG?
SCHD has a lower expense ratio. AVGG led over 3Y, 5Y and the full window, SCHD over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.