LFEQ vs SCHD
LFEQ vs SCHD
VanEck Long/Flat Trend ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | LFEQ | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.58% | 0.06% | |
| AUM | $28M | $103.7B | |
| Dividend Yield | 0.82% | 3.31% | |
| Holdings | 3 | 104 | |
| YTD Return | +13.44% | +24.26% | |
| 1Y Return | +23.08% | +31.38% | |
| 3Y Return (annualized) | +17.27% | +15.08% | |
| 5Y Return (annualized) | +9.43% | +9.72% | |
| Volatility (annualized) | 14.8% | 13.6% | |
| Max Drawdown | -35.2% | -33.4% | |
| Fund Family | VanEck | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Oct 4, 2017 | Oct 20, 2011 |
LFEQ vs SCHD Performance
VanEck Long/Flat Trend ETF (LFEQ) is a ETF from VanEck and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year LFEQ returned +23.08% while SCHD returned +31.38%. Year to date, LFEQ is up 13.44% versus a gain of 24.26% for SCHD.
Over three years, LFEQ compounded at +17.27% per year against +15.08% for SCHD; over five years the annualized figures are +9.43% and +9.72% respectively. Across the full 9-year window we track, LFEQ has the edge at +11.93% annualized vs +11.39%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LFEQ has been the more volatile fund, with annualized monthly volatility of 14.8% 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 -35.2% for LFEQ 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 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
LFEQ charges 0.58% per year while SCHD charges 0.06%. On a $10,000 position that is $58 vs $6 annually, a gap of $52 per year that compounds over a long holding period. On income, LFEQ currently yields 0.82% against 3.31% for SCHD.
Holdings Overlap
LFEQ and SCHD share 0 holdings out of 101 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, LFEQ or SCHD?
LFEQ has an expense ratio of 0.58% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $52 per year of difference.
Which performed better, LFEQ or SCHD?
Over the past year LFEQ returned +23.08% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (9 years), LFEQ annualized +11.93% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, LFEQ or SCHD?
LFEQ has been the more volatile fund at 14.8% annualized versus 13.6% for SCHD. Worst drawdown: LFEQ -35.2% vs SCHD -33.4%.
Should I hold both LFEQ and SCHD?
LFEQ and SCHD have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LFEQ and SCHD?
LFEQ and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, LFEQ or SCHD?
LFEQ yields 0.82% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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