LGCF vs SCHD
Themes US Cash Flow Champions 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 | LGCF | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.29% | 0.06% | |
| AUM | $2M | $103.7B | |
| Dividend Yield | 1.76% | 3.31% | |
| Holdings | 148 | 104 | |
| YTD Return | +13.24% | +26.21% | |
| 1Y Return | +21.69% | +29.99% | |
| 3Y Return (annualized) | - | +15.73% | |
| 5Y Return (annualized) | - | +9.67% | |
| Volatility (annualized) | 10.1% | 13.6% | |
| Max Drawdown | -16.7% | -33.4% | |
| Fund Family | Themes ETFs | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Dec 13, 2023 | Oct 20, 2011 |
LGCF vs SCHD Performance
Themes US Cash Flow Champions ETF (LGCF) is a ETF from Themes ETFs and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year LGCF returned +21.69% while SCHD returned +29.99%. Year to date, LGCF is up 13.24% versus a gain of 26.21% for SCHD.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 10.1% for LGCF. 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 -16.7% for LGCF 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
LGCF charges 0.29% per year while SCHD charges 0.06%. On a $10,000 position that is $29 vs $6 annually, a gap of $23 per year that compounds over a long holding period. On income, LGCF currently yields 1.76% against 3.31% for SCHD.
Holdings Overlap
LGCF and SCHD share 14 holdings out of 162 unique holdings combined, representing a 19.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, LGCF or SCHD?
LGCF has an expense ratio of 0.29% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $23 per year of difference.
Which performed better, LGCF or SCHD?
Over the past year LGCF returned +21.69% vs +29.99% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (3 years), LGCF annualized +19.25% vs +11.50% for SCHD. Past performance does not guarantee future results.
Which is riskier, LGCF or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 10.1% for LGCF. Worst drawdown: LGCF -16.7% vs SCHD -33.4%.
Should I hold both LGCF and SCHD?
LGCF 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 LGCF and SCHD?
LGCF and SCHD share 14 common holdings with a 19.9% weight overlap. Combined, they hold 162 unique securities.
Which pays a higher dividend, LGCF or SCHD?
LGCF yields 1.76% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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