IONX vs SCHD
Defiance Daily Target 2X Long IONQ ETF vs Schwab US Dividend Equity ETF
Which is better, IONX or SCHD?
Leverage Strategy against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y and the full window.
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 | IONX | SCHD |
|---|---|---|
| Expense Ratio | 1.29% | 0.06%Best |
| AUM | $144M | $112.2B |
| Dividend Yield | 2.55% | 3.13% |
| Holdings | 22 | 103 |
| YTD Return | -67.69% | +28.59%Best |
| 1Y Return | -72.42% | +31.77%Best |
| 3Y Return (annualized) | - | +16.70% |
| 5Y Return (annualized) | - | +10.09% |
| Volatility (annualized) | 203.0% | 13.6%Best |
| Max Drawdown | -94.0% | -13.0%Best |
| $10,000 over 1.5 years | $5,780 | $13,563Best |
| Fund Family | Defiance ETFs, LLC | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Leverage Strategy | Large Cap Value |
| Inception | Mar 11, 2025 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.5 years row, are measured over the window both funds cover: Mar 12, 2025 to Sep 3, 2026 (1.5 years).
IONX 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.
IONX vs SCHD Performance
Defiance Daily Target 2X Long IONQ ETF (IONX) is an ETF from Defiance ETFs, LLC and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year IONX returned -72.42% while SCHD returned +31.77%. Year to date, IONX is down 67.69% versus a gain of 28.59% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IONX has been the more volatile fund, with annualized monthly volatility of 203.0% 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 -94.0% for IONX and -13.0% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at -0.10. They move largely independently of each other.
Fees and Cost Over Time
IONX charges 1.29% per year while SCHD charges 0.06%. On a $10,000 position that is $129 vs $6 annually, a gap of $123 per year that compounds over a long holding period. On income, IONX currently yields 2.55% against 3.13% for SCHD.
Holdings Overlap
We hold position weights for 1 holding in IONX and 100 in SCHD, totalling 8.0% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 1 positions we hold weights for in IONX and 100 in SCHD, against full books of 22 and 103.
You are not choosing between two funds in isolation.
Whichever of IONX 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, IONX or SCHD?
IONX has an expense ratio of 1.29% while SCHD charges 0.06%. SCHD is the cheaper option, by $123 a year on a $10,000 investment.
Which performed better, IONX or SCHD?
Over the past year IONX returned -72.42% vs +31.77% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), IONX annualized -30.61% vs +22.53% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IONX or SCHD?
IONX has been the more volatile fund at 203.0% annualized versus 13.6% for SCHD. Worst drawdown: IONX -94.0% vs SCHD -13.0%.
Should I hold both IONX and SCHD?
IONX and SCHD have a monthly-return correlation of -0.10, 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, IONX or SCHD?
IONX yields 2.55% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
Is SCHD better than IONX?
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.