LCIZ vs SCHD

LCIZ vs SCHD

Which is better, LCIZ or SCHD?

Trading-Inverse 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

MetricLCIZSCHD
Expense Ratio1.49%0.06%Best
AUM$263,800.49$112.1B
Dividend Yield0.00%3.00%
Holdings4103
Fund FamilyTradr ETFsCharles Schwab Asset Management
CategoryAlternativeEquity
StyleTrading-Inverse EquityLarge Cap Value
InceptionJan 21, 2026Oct 20, 2011

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

The two price series end 182 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. LCIZ has data through Mar 13, 2026 and SCHD through Sep 11, 2026.

Fees and Cost Over Time

LCIZ charges 1.49% per year while SCHD charges 0.06%. On a $10,000 position that is $149 vs $6 annually, a gap of $143 per year that compounds over a long holding period. On income, LCIZ currently yields 0.00% against 3.00% for SCHD.

You are not choosing between two funds in isolation.

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

LCIZSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, LCIZ or SCHD?

LCIZ has an expense ratio of 1.49% while SCHD charges 0.06%. SCHD is the cheaper option, by $143 a year on a $10,000 investment.

Which pays a higher dividend, LCIZ or SCHD?

LCIZ yields 0.00% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than LCIZ?

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