CEGX vs SCHD
Tradr 2X Long CEG 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 100 holdings.
Side-by-Side Comparison
| Metric | CEGX | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.30% | 0.06% | |
| AUM | $18M | $103.7B | |
| Dividend Yield | 0.00% | 3.31% | |
| Holdings | 4 | 104 | |
| YTD Return | -52.61% | +25.62% | |
| 1Y Return | -48.05% | +32.62% | |
| 3Y Return (annualized) | - | +15.58% | |
| 5Y Return (annualized) | - | +9.63% | |
| Volatility (annualized) | 82.6% | 13.6% | |
| Max Drawdown | -72.9% | -33.4% | |
| Fund Family | Tradr ETFs | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Jul 10, 2025 | Oct 20, 2011 |
CEGX vs SCHD Performance
Tradr 2X Long CEG Daily ETF (CEGX) 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 CEGX returned -48.05% while SCHD returned +32.62%. Year to date, CEGX is down 52.61% versus a gain of 25.62% for SCHD.
Risk: Volatility and Drawdowns
CEGX has been the more volatile fund, with annualized monthly volatility of 82.6% 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 -72.9% for CEGX 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 0.04. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
CEGX 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, CEGX currently yields 0.00% against 3.31% for SCHD.
Frequently Asked Questions
Which is cheaper, CEGX or SCHD?
CEGX 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, CEGX or SCHD?
Over the past year CEGX returned -48.05% vs +32.62% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), CEGX annualized -43.08% vs +11.47% for SCHD. Past performance does not guarantee future results.
Which is riskier, CEGX or SCHD?
CEGX has been the more volatile fund at 82.6% annualized versus 13.6% for SCHD. Worst drawdown: CEGX -72.9% vs SCHD -33.4%.
Should I hold both CEGX and SCHD?
CEGX and SCHD have a monthly-return correlation of 0.04, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, CEGX or SCHD?
CEGX yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.