LMNX vs SCHD
Defiance Daily Target 2X Long LMND 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 | LMNX | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.31% | 0.06% | |
| AUM | $6M | $103.7B | |
| Dividend Yield | 0.00% | 3.31% | |
| Holdings | 9 | 104 | |
| YTD Return | -73.00% | +26.21% | |
| 1Y Return | -44.54% | +29.99% | |
| 3Y Return (annualized) | - | +15.73% | |
| 5Y Return (annualized) | - | +9.67% | |
| Volatility (annualized) | 51.7% | 13.6% | |
| Max Drawdown | -94.2% | -33.4% | |
| Fund Family | Defiance ETFs, LLC | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Oct 15, 2025 | Oct 20, 2011 |
LMNX vs SCHD Performance
Defiance Daily Target 2X Long LMND ETF (LMNX) is a ETF from Defiance ETFs, LLC and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year LMNX returned -44.54% while SCHD returned +29.99%. Year to date, LMNX is down 73.00% versus a gain of 26.21% for SCHD.
Risk: Volatility and Drawdowns
LMNX has been the more volatile fund, with annualized monthly volatility of 51.7% 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 -94.2% for LMNX 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 0.05. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
LMNX charges 1.31% per year while SCHD charges 0.06%. On a $10,000 position that is $131 vs $6 annually, a gap of $125 per year that compounds over a long holding period. On income, LMNX currently yields 0.00% against 3.31% for SCHD.
Holdings Overlap
LMNX 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, LMNX or SCHD?
LMNX has an expense ratio of 1.31% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $125 per year of difference.
Which performed better, LMNX or SCHD?
Over the past year LMNX returned -44.54% vs +29.99% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), LMNX annualized -3.26% vs +11.50% for SCHD. Past performance does not guarantee future results.
Which is riskier, LMNX or SCHD?
LMNX has been the more volatile fund at 51.7% annualized versus 13.6% for SCHD. Worst drawdown: LMNX -94.2% vs SCHD -33.4%.
Should I hold both LMNX and SCHD?
LMNX and SCHD have a monthly-return correlation of 0.05, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LMNX and SCHD?
LMNX and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, LMNX or SCHD?
LMNX yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.