CSEX vs SCHD
Tradr 2X Long CLS Daily ETF vs Schwab US Dividend Equity ETF
Which is better, CSEX or SCHD?
Trading-Leveraged Equity against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y.
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
| Metric | CSEX | SCHD |
|---|---|---|
| Expense Ratio | 1.30% | 0.06%Best |
| AUM | $8M | $119.9B |
| Dividend Yield | 0.00% | 2.96% |
| Holdings | 8 | 204 |
| YTD Return | -66.04% | +33.09%Best |
| 1Y Return | -67.30% | +37.17%Best |
| 3Y Return (annualized) | - | +20.32% |
| 5Y Return (annualized) | - | +10.36% |
| Volatility (annualized) | 136.8% | 16.6%Best |
| Fund Family | Tradr ETFs | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Equity | Large Cap Value |
| Inception | Nov 12, 2025 | Oct 20, 2011 |
Not shown on this pair: Max Drawdown, $10,000 over the window, Top 10 Weight.
CSEX vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
CSEX vs SCHD Performance
Tradr 2X Long CLS Daily ETF (CSEX) is an ETF from Tradr ETFs and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year CSEX returned -67.30% while SCHD returned +37.17%. Year to date, CSEX is down 66.04% versus a gain of 33.09% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CSEX has been the more volatile fund, with annualized monthly volatility of 136.8% compared with 16.6% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The two funds' monthly returns correlate at -0.24. They move largely independently of each other.
Fees and Cost Over Time
CSEX 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, CSEX currently yields 0.00% against 2.96% for SCHD.
You are not choosing between two funds in isolation.
Whichever of CSEX and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CSEX or SCHD?
CSEX 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 performed better, CSEX or SCHD?
Over the past year CSEX returned -67.30% vs +37.17% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CSEX or SCHD?
CSEX has been the more volatile fund at 136.8% annualized versus 16.6% for SCHD.
Should I hold both CSEX and SCHD?
CSEX and SCHD have a monthly-return correlation of -0.24, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, CSEX or SCHD?
CSEX yields 0.00% while SCHD yields 2.96%, so SCHD currently pays the higher dividend yield.
Is SCHD better than CSEX?
SCHD has a lower expense ratio. SCHD led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.