CLSZ vs SCHD

CLSZ vs SCHD

Which is better, CLSZ or SCHD?

Trading-Inverse 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

MetricCLSZSCHD
Expense Ratio1.49%0.06%Best
AUM$896,459.93$112.1B
Dividend Yield0.00%3.00%
Holdings4103
Fund FamilyTradr ETFsCharles Schwab Asset Management
CategoryAlternativeEquity
StyleTrading-Inverse EquityLarge Cap Value
InceptionFeb 18, 2026Oct 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 91 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. CLSZ has data through Jun 11, 2026 and SCHD through Sep 10, 2026.

Fees and Cost Over Time

CLSZ charges 1.49% per year while SCHD charges 0.06%. On a $10,000 position that is $149 vs $6 annually, a gap of $143 per year that compounds over a long holding period. On income, CLSZ currently yields 0.00% against 3.00% for SCHD.

You are not choosing between two funds in isolation.

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

CLSZSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CLSZ or SCHD?

CLSZ has an expense ratio of 1.49% while SCHD charges 0.06%. SCHD is the cheaper option, by $143 a year on a $10,000 investment.

Which pays a higher dividend, CLSZ or SCHD?

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

Is SCHD better than CLSZ?

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