LMTL vs SCHD
Direxion Daily LMT Bull 2X ETF vs Schwab US Dividend Equity ETF
Which is better, LMTL or SCHD?
Trading-Leveraged Equity against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y and 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 | LMTL | SCHD |
|---|---|---|
| Expense Ratio | 1.07% | 0.06%Best |
| AUM | $3M | $112.1B |
| Dividend Yield | 3.79% | 3.00% |
| Holdings | 9 | 103 |
| YTD Return | -0.32% | +21.99%Best |
| 1Y Return | +1.40% | +25.92%Best |
| 3Y Return (annualized) | - | +15.66% |
| 5Y Return (annualized) | - | +9.48% |
| Volatility (annualized) | 86.4% | 14.1%Best |
| Max Drawdown | -49.3% | -5.5%Best |
| $10,000 over 1.1 years | $12,547 | $12,842Best |
| Fund Family | Direxion Shares ETF Trust | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Equity | Large Cap Value |
| Inception | Aug 6, 2025 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.1 years row, are measured over the window both funds cover: Aug 6, 2025 to Sep 23, 2026 (1.1 years).
LMTL vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.1 years both funds cover.
LMTL vs SCHD Performance
Direxion Daily LMT Bull 2X ETF (LMTL) is an ETF from Direxion Shares ETF Trust and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year LMTL returned +1.40% while SCHD returned +25.92%. Year to date, LMTL is down 0.32% versus a gain of 21.99% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LMTL has been the more volatile fund, with annualized monthly volatility of 86.4% compared with 14.1% 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 -49.3% for LMTL and -5.5% 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 0.50. They move together some of the time, and apart the rest.
Fees and Cost Over Time
LMTL charges 1.07% per year while SCHD charges 0.06%. On a $10,000 position that is $107 vs $6 annually, a gap of $101 per year that compounds over a long holding period. On income, LMTL currently yields 3.79% against 3.00% for SCHD.
Holdings Overlap
At least 2.8% of SCHD's money is in holdings LMTL also owns.
Only one direction is shown: for LMTL, our book for it lists positions totalling 106.5% of the fund, which is what a leveraged book looks like and is not a denominator we can divide by.
SCHD and LMTL share little of their money.
1 positions in common, counted across the 4 positions we hold weights for in LMTL and 100 in SCHD, against full books of 9 and 103.
Top Shared Holdings
| Stock | Weight in LMTL | Weight in SCHD | Difference |
|---|---|---|---|
| LMTLockheed Martin Corp | 15.14% | 2.78% | 12.36% |
You are not choosing between two funds in isolation.
Whichever of LMTL 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, LMTL or SCHD?
LMTL has an expense ratio of 1.07% while SCHD charges 0.06%. SCHD is the cheaper option, by $101 a year on a $10,000 investment.
Which performed better, LMTL or SCHD?
Over the past year LMTL returned +1.40% vs +25.92% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), LMTL annualized +22.91% vs +25.53% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LMTL or SCHD?
LMTL has been the more volatile fund at 86.4% annualized versus 14.1% for SCHD. Worst drawdown: LMTL -49.3% vs SCHD -5.5%.
Should I hold both LMTL and SCHD?
LMTL and SCHD have a monthly-return correlation of 0.50, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between LMTL and SCHD?
At least 2.8% of SCHD's money is in holdings LMTL also owns. Our book for LMTL is partial, so the real figure is this or higher. They hold 1 positions in common, counted across the 4 positions we hold weights for in LMTL and 100 in SCHD.
Which pays a higher dividend, LMTL or SCHD?
LMTL yields 3.79% while SCHD yields 3.00%, so LMTL currently pays the higher dividend yield.
Is SCHD better than LMTL?
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.