FIGO vs SCHD

FIGO vs SCHD

Which is better, FIGO or SCHD?

Trading-Leveraged 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

MetricFIGOSCHD
Expense Ratio1.50%0.06%Best
AUM-$112.1B
Dividend Yield-3.00%
Holdings1103
YTD Price Return-+22.21%
1Y Price Return-+23.37%
3Y Price Return (annualized)-+11.37%
5Y Price Return (annualized)-+6.12%
Volatility (annualized)-13.8%
Max Drawdown--33.4%
Fund FamilyREX SharesCharles Schwab Asset Management
CategoryAlternativeEquity
StyleTrading-Leveraged EquityLarge Cap Value
InceptionOct 15, 2025Oct 20, 2011

Not shown on this pair: $10,000 over the window, Top 10 Weight.

Returns are price returns and exclude distributions, because our data feed carries no adjusted close for FIGO. We have no price series for FIGO, so there is nothing to compare it against.

FIGO vs SCHD Performance

T-REX 2x Long FIG Daily Target ETF (FIGO) is an ETF from REX Shares and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management.

Fees and Cost Over Time

FIGO charges 1.50% per year while SCHD charges 0.06%. On a $10,000 position that is $150 vs $6 annually, a gap of $144 per year that compounds over a long holding period.

Holdings Overlap

We hold position weights for 1 holding in FIGO and 100 in SCHD, totalling 2.5% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 62 days apart, FIGO as of Jun 30, 2026 and SCHD as of Aug 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 1 positions we hold weights for in FIGO and 100 in SCHD, against full books of 1 and 103.

You are not choosing between two funds in isolation.

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

FIGOSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FIGO or SCHD?

FIGO has an expense ratio of 1.50% while SCHD charges 0.06%. SCHD is the cheaper option, by $144 a year on a $10,000 investment.

Is SCHD better than FIGO?

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