LMTS vs SCHD
Direxion Daily LMT Bear 1X ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | LMTS | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.01% | 0.06% | |
| AUM | $1M | $108.7B | |
| Dividend Yield | 2.77% | 3.13% | |
| Holdings | 7 | 104 | |
| YTD Return | -21.02% | +28.63% | |
| 1Y Return | - | +32.53% | |
| 3Y Return (annualized) | - | +16.97% | |
| 5Y Return (annualized) | - | +10.47% | |
| Volatility (annualized) | - | 13.7% | |
| Max Drawdown | -38.8% | -33.4% | |
| Fund Family | Direxion Shares ETF Trust | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Aug 6, 2025 | Oct 20, 2011 |
LMTS vs SCHD Performance
Direxion Daily LMT Bear 1X ETF (LMTS) is a ETF from Direxion Shares ETF Trust and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, LMTS is down 21.02% versus a gain of 28.63% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -38.8% for LMTS 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
LMTS charges 1.01% per year while SCHD charges 0.06%. On a $10,000 position that is $101 vs $6 annually, a gap of $95 per year that compounds over a long holding period. On income, LMTS currently yields 2.77% against 3.13% for SCHD.
Holdings Overlap
LMTS and SCHD share 0 holdings out of 103 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, LMTS or SCHD?
LMTS has an expense ratio of 1.01% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $95 per year of difference.
What is the holdings overlap between LMTS and SCHD?
LMTS and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 103 unique securities.
Which pays a higher dividend, LMTS or SCHD?
LMTS yields 2.77% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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