CELT vs SCHD

CELT vs SCHD

Which is better, CELT or SCHD?

Trading-Leveraged Equity against Large Cap Value.

SCHD has a lower expense ratio.

Lower Fees: SCHD

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

MetricCELTSCHD
Expense Ratio1.30%0.06%Best
AUM$2M$112.1B
Dividend Yield0.00%3.00%
Holdings6103
Fund FamilyTradr ETFsCharles Schwab Asset Management
CategoryAlternativeEquity
StyleTrading-Leveraged EquityLarge Cap Value
InceptionOct 7, 2025Oct 20, 2011

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

The two price series end 189 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. CELT has data through Mar 13, 2026 and SCHD through Sep 18, 2026.

Fees and Cost Over Time

CELT 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, CELT currently yields 0.00% against 3.00% for SCHD.

You are not choosing between two funds in isolation.

Whichever of CELT and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

CELTSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CELT or SCHD?

CELT has an expense ratio of 1.30% while SCHD charges 0.06%. SCHD is the cheaper option, by $124 a year on a $10,000 investment.

Which pays a higher dividend, CELT or SCHD?

CELT yields 0.00% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than CELT?

SCHD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.