LIMI vs SCHD
Themes Lithium & Battery Metal Miners ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. LIMI delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | LIMI | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.06% | |
| AUM | $2M | $103.7B | |
| Dividend Yield | 0.37% | 3.31% | |
| Holdings | 54 | 104 | |
| YTD Return | -8.48% | +25.58% | |
| 1Y Return | +44.11% | +31.06% | |
| 3Y Return (annualized) | - | +15.55% | |
| 5Y Return (annualized) | - | +9.61% | |
| Volatility (annualized) | 39.9% | 13.6% | |
| Max Drawdown | -43.8% | -33.4% | |
| Fund Family | Themes ETFs | Charles Schwab Asset Management | |
| Category | Commodity | Equity | |
| Inception | Sep 23, 2024 | Oct 20, 2011 |
LIMI vs SCHD Performance
Themes Lithium & Battery Metal Miners ETF (LIMI) 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 LIMI returned +44.11% while SCHD returned +31.06%. Year to date, LIMI is down 8.48% versus a gain of 25.58% for SCHD.
Risk: Volatility and Drawdowns
LIMI has been the more volatile fund, with annualized monthly volatility of 39.9% 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 -43.8% for LIMI 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 0.35. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
LIMI charges 0.35% per year while SCHD charges 0.06%. On a $10,000 position that is $35 vs $6 annually, a gap of $29 per year that compounds over a long holding period. On income, LIMI currently yields 0.37% against 3.31% for SCHD.
Holdings Overlap
LIMI and SCHD share 0 holdings out of 147 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, LIMI or SCHD?
LIMI has an expense ratio of 0.35% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $29 per year of difference.
Which performed better, LIMI or SCHD?
Over the past year LIMI returned +44.11% vs +31.06% for SCHD, so LIMI leads on 1-year performance. Over the longest common window we track (2 years), LIMI annualized +37.09% vs +11.46% for SCHD. Past performance does not guarantee future results.
Which is riskier, LIMI or SCHD?
LIMI has been the more volatile fund at 39.9% annualized versus 13.6% for SCHD. Worst drawdown: LIMI -43.8% vs SCHD -33.4%.
Should I hold both LIMI and SCHD?
LIMI and SCHD have a monthly-return correlation of 0.35, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LIMI and SCHD?
LIMI and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 147 unique securities.
Which pays a higher dividend, LIMI or SCHD?
LIMI yields 0.37% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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