LLYZ vs SCHD
Defiance Daily Target 2X Short LLY ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | LLYZ | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.29% | 0.06% | |
| AUM | $1M | $103.7B | |
| Dividend Yield | 0.00% | 3.31% | |
| Holdings | 6 | 104 | |
| YTD Return | +0.72% | +26.21% | |
| 1Y Return | - | +29.99% | |
| 3Y Return (annualized) | - | +15.73% | |
| 5Y Return (annualized) | - | +9.67% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -62.0% | -33.4% | |
| Fund Family | Defiance ETFs, LLC | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Sep 2, 2025 | Oct 20, 2011 |
LLYZ vs SCHD Performance
Defiance Daily Target 2X Short LLY ETF (LLYZ) is a ETF from Defiance ETFs, LLC and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, LLYZ is up 0.72% versus a gain of 26.21% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -62.0% for LLYZ and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
LLYZ charges 1.29% per year while SCHD charges 0.06%. On a $10,000 position that is $129 vs $6 annually, a gap of $123 per year that compounds over a long holding period. On income, LLYZ currently yields 0.00% against 3.31% for SCHD.
Holdings Overlap
LLYZ 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, LLYZ or SCHD?
LLYZ has an expense ratio of 1.29% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $123 per year of difference.
What is the holdings overlap between LLYZ and SCHD?
LLYZ and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, LLYZ or SCHD?
LLYZ yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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