AVGG vs SCHD
Leverage Shares 2X Long AVGO Daily ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. AVGG delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | AVGG | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.76% | 0.06% | |
| AUM | $54M | $103.7B | |
| Dividend Yield | 0.00% | 3.31% | |
| Holdings | 3 | 104 | |
| YTD Return | +16.96% | +25.62% | |
| 1Y Return | +34.01% | +32.62% | |
| 3Y Return (annualized) | +92.73% | +15.58% | |
| 5Y Return (annualized) | +571.81% | +9.63% | |
| Volatility (annualized) | 198332.9% | 13.6% | |
| Max Drawdown | -99.9% | -33.4% | |
| Fund Family | Leverage Shares | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | May 16, 2025 | Oct 20, 2011 |
AVGG vs SCHD Performance
Leverage Shares 2X Long AVGO Daily ETF (AVGG) 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 AVGG returned +34.01% while SCHD returned +32.62%. Year to date, AVGG is up 16.96% versus a gain of 25.62% for SCHD.
Over three years, AVGG compounded at +92.73% per year against +15.58% for SCHD; over five years the annualized figures are +571.81% and +9.63% respectively. Across the full 15-year window we track, AVGG has the edge at +27.60% annualized vs +11.47%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AVGG has been the more volatile fund, with annualized monthly volatility of 198332.9% 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 -99.9% for AVGG 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 0.00. They move independently enough that combining them can meaningfully diversify a portfolio.
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 0.00% against 3.31% for SCHD.
Holdings Overlap
AVGG 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, AVGG or SCHD?
AVGG has an expense ratio of 0.76% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $70 per year of difference.
Which performed better, AVGG or SCHD?
Over the past year AVGG returned +34.01% vs +32.62% for SCHD, so AVGG leads on 1-year performance. Over the longest common window we track (15 years), AVGG annualized +27.60% vs +11.47% for SCHD. Past performance does not guarantee future results.
Which is riskier, AVGG or SCHD?
AVGG has been the more volatile fund at 198332.9% annualized versus 13.6% for SCHD. Worst drawdown: AVGG -99.9% vs SCHD -33.4%.
Should I hold both AVGG and SCHD?
AVGG and SCHD have a monthly-return correlation of 0.00, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AVGG and SCHD?
AVGG and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, AVGG or SCHD?
AVGG yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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