LDRX vs SCHD
LDRX vs SCHD
SGI Enhanced Market Leaders ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. LDRX offers more diversification with 102 holdings.
Side-by-Side Comparison
| Metric | LDRX | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.59% | 0.06% | |
| AUM | $241M | $103.7B | |
| Dividend Yield | 1.11% | 3.31% | |
| Holdings | 105 | 104 | |
| YTD Return | +12.90% | +24.26% | |
| 1Y Return | +25.24% | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 14.5% | 13.6% | |
| Max Drawdown | -10.6% | -33.4% | |
| Fund Family | Summit Global Investments | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | May 5, 2025 | Oct 20, 2011 |
LDRX vs SCHD Performance
SGI Enhanced Market Leaders ETF (LDRX) is a ETF from Summit Global Investments and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year LDRX returned +25.24% while SCHD returned +31.38%. Year to date, LDRX is up 12.90% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
LDRX has been the more volatile fund, with annualized monthly volatility of 14.5% 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 -10.6% for LDRX 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 0.06. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
LDRX charges 0.59% per year while SCHD charges 0.06%. On a $10,000 position that is $59 vs $6 annually, a gap of $53 per year that compounds over a long holding period. On income, LDRX currently yields 1.11% against 3.31% for SCHD.
Holdings Overlap
LDRX and SCHD share 19 holdings out of 183 unique holdings combined, representing a 8.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in LDRX | Weight in SCHD | Difference |
|---|---|---|---|
| UNH | 0.86% | 4.54% | 3.68% |
| MRK | 0.66% | 4.32% | 3.66% |
| HD | 0.74% | 4.16% | 3.42% |
| PG | Pro | Pro | Pro |
| ABT | Pro | Pro | Pro |
| KO | Pro | Pro | Pro |
| AMGN | Pro | Pro | Pro |
| CVX | Pro | Pro | Pro |
| TXN | Pro | Pro | Pro |
| PEP | Pro | Pro | Pro |
See all 10 holdings LDRX shares with SCHD Exact weights in each fund and the difference, for every overlapping position. X-ray my whole portfolio$99/yr Pro · 7-day refund | |||
Frequently Asked Questions
Which is cheaper, LDRX or SCHD?
LDRX has an expense ratio of 0.59% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $53 per year of difference.
Which performed better, LDRX or SCHD?
Over the past year LDRX returned +25.24% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), LDRX annualized +30.62% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, LDRX or SCHD?
LDRX has been the more volatile fund at 14.5% annualized versus 13.6% for SCHD. Worst drawdown: LDRX -10.6% vs SCHD -33.4%.
Should I hold both LDRX and SCHD?
LDRX and SCHD have a monthly-return correlation of 0.06, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LDRX and SCHD?
LDRX and SCHD share 19 common holdings with a 8.6% weight overlap. Combined, they hold 183 unique securities.
Which pays a higher dividend, LDRX or SCHD?
LDRX yields 1.11% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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