CRCG vs SCHD
Leverage Shares 2X Long CRCL 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 | CRCG | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.78% | 0.06% | |
| AUM | $89M | $103.7B | |
| Dividend Yield | 0.00% | 3.31% | |
| Holdings | 6 | 104 | |
| YTD Return | -64.18% | +25.62% | |
| 1Y Return | -93.40% | +32.62% | |
| 3Y Return (annualized) | - | +15.58% | |
| 5Y Return (annualized) | - | +9.63% | |
| Volatility (annualized) | 131.1% | 13.6% | |
| Max Drawdown | -95.3% | -33.4% | |
| Fund Family | Leverage Shares | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Aug 11, 2025 | Oct 20, 2011 |
CRCG vs SCHD Performance
Leverage Shares 2X Long CRCL Daily ETF (CRCG) 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 CRCG returned -93.40% while SCHD returned +32.62%. Year to date, CRCG is down 64.18% versus a gain of 25.62% for SCHD.
Risk: Volatility and Drawdowns
CRCG has been the more volatile fund, with annualized monthly volatility of 131.1% 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 -95.3% for CRCG 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 0.08. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
CRCG charges 0.78% per year while SCHD charges 0.06%. On a $10,000 position that is $78 vs $6 annually, a gap of $72 per year that compounds over a long holding period. On income, CRCG currently yields 0.00% against 3.31% for SCHD.
Holdings Overlap
CRCG 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, CRCG or SCHD?
CRCG has an expense ratio of 0.78% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $72 per year of difference.
Which performed better, CRCG or SCHD?
Over the past year CRCG returned -93.40% vs +32.62% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results.
Which is riskier, CRCG or SCHD?
CRCG has been the more volatile fund at 131.1% annualized versus 13.6% for SCHD. Worst drawdown: CRCG -95.3% vs SCHD -33.4%.
Should I hold both CRCG and SCHD?
CRCG and SCHD have a monthly-return correlation of 0.08, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CRCG and SCHD?
CRCG and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, CRCG or SCHD?
CRCG yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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