LMNX vs SCHD
Defiance Daily Target 2X Long LMND ETF vs Schwab US Dividend Equity ETF
Which is better, LMNX or SCHD?
Trading-Leveraged Equity against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | LMNX | SCHD |
|---|---|---|
| Expense Ratio | 1.31% | 0.06%Best |
| AUM | $4M | $112.1B |
| Dividend Yield | 0.00% | 3.00% |
| Holdings | 18 | 103 |
| Volatility (annualized) | 49.8% | 13.6%Best |
| Max Drawdown | -85.9% | -33.4%Best |
| $10,000 over 14.9 years | $4,499 | $50,968Best |
| Fund Family | Defiance ETFs, LLC | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Equity | Large Cap Value |
| Inception | Oct 15, 2025 | Oct 20, 2011 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.
The two price series end 22 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. LMNX has data through Aug 27, 2026 and SCHD through Sep 18, 2026.
Volatility and max drawdown, and the $10,000 over 14.9 years row, are measured over the window both funds cover: Oct 20, 2011 to Aug 27, 2026 (14.9 years).
Risk: Volatility and Drawdowns
LMNX has been the more volatile fund, with annualized monthly volatility of 49.8% 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 -85.9% for LMNX and -33.4% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.06. They move largely independently of each other.
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 3.00% for SCHD.
Holdings Overlap
We hold position weights for 1 holding in LMNX and 100 in SCHD, totalling 10.8% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 1 positions we hold weights for in LMNX and 100 in SCHD, against full books of 18 and 103.
You are not choosing between two funds in isolation.
Whichever of LMNX and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $125 a year on a $10,000 investment.
Which is riskier, LMNX or SCHD?
LMNX has been the more volatile fund at 49.8% annualized versus 13.6% for SCHD. Worst drawdown: LMNX -85.9% vs SCHD -33.4%.
Should I hold both LMNX and SCHD?
LMNX and SCHD have a monthly-return correlation of 0.06, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, LMNX or SCHD?
LMNX yields 0.00% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than LMNX?
SCHD has a lower expense ratio. SCHD led over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.