CLSX vs SCHD

CLSX vs SCHD
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Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 103 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: SCHD

Side-by-Side Comparison

MetricCLSXSCHDWinner
Expense Ratio1.46%0.06%
AUM$14M$112.2B
Dividend Yield0.00%3.13%
Holdings6103
YTD Return-53.18%+27.60%
1Y Return-67.13%+29.63%
3Y Return (annualized)-+16.43%
5Y Return (annualized)-+10.05%
Volatility (annualized)191.2%13.6%
Max Drawdown-93.2%-33.4%
Fund FamilyTradr ETFsCharles Schwab Asset Management
CategoryAlternativeEquity
InceptionSep 15, 2025Oct 20, 2011

CLSX vs SCHD Performance

Tradr 2X Long CLSK Daily ETF (CLSX) 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 CLSX returned -67.13% while SCHD returned +29.63%. Year to date, CLSX is down 53.18% versus a gain of 27.60% for SCHD.

Risk: Volatility and Drawdowns

CLSX has been the more volatile fund, with annualized monthly volatility of 191.2% 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 -93.2% for CLSX 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 0.13. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CLSX charges 1.46% per year while SCHD charges 0.06%. On a $10,000 position that is $146 vs $6 annually, a gap of $140 per year that compounds over a long holding period. On income, CLSX currently yields 0.00% against 3.13% for SCHD.

Frequently Asked Questions

Which is cheaper, CLSX or SCHD?

CLSX has an expense ratio of 1.46% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $140 per year of difference.

Which performed better, CLSX or SCHD?

Over the past year CLSX returned -67.13% vs +29.63% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results.

Which is riskier, CLSX or SCHD?

CLSX has been the more volatile fund at 191.2% annualized versus 13.6% for SCHD. Worst drawdown: CLSX -93.2% vs SCHD -33.4%.

Should I hold both CLSX and SCHD?

CLSX and SCHD have a monthly-return correlation of 0.13, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, CLSX or SCHD?

CLSX yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.

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