COTG vs SCHD
COTG vs SCHD
Leverage Shares 2X Long COST 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 | COTG | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.77% | 0.06% | |
| AUM | $10M | $103.7B | |
| Dividend Yield | 0.00% | 3.31% | |
| Holdings | 5 | 104 | |
| YTD Return | +13.50% | +24.26% | |
| 1Y Return | -12.88% | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -32.2% | -33.4% | |
| Fund Family | Leverage Shares | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Sep 18, 2025 | Oct 20, 2011 |
COTG vs SCHD Performance
Leverage Shares 2X Long COST Daily ETF (COTG) 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 COTG returned -12.88% while SCHD returned +31.38%. Year to date, COTG is up 13.50% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -32.2% for COTG and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
COTG charges 0.77% per year while SCHD charges 0.06%. On a $10,000 position that is $77 vs $6 annually, a gap of $71 per year that compounds over a long holding period. On income, COTG currently yields 0.00% against 3.31% for SCHD.
Holdings Overlap
COTG 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, COTG or SCHD?
COTG has an expense ratio of 0.77% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $71 per year of difference.
Which performed better, COTG or SCHD?
Over the past year COTG returned -12.88% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between COTG and SCHD?
COTG and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, COTG or SCHD?
COTG yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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