LUNL vs SCHD
Defiance Daily Target 2X Long LUNR ETF vs Schwab US Dividend Equity ETF
Which is better, LUNL or SCHD?
Trading-Leveraged Equity against Large Cap Value.
SCHD has a lower expense ratio. LUNL led over the full window, SCHD over 1Y.
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 | LUNL | SCHD |
|---|---|---|
| Expense Ratio | 1.34% | 0.06%Best |
| AUM | $17M | $111.6B |
| Dividend Yield | 0.00% | 3.24% |
| Holdings | 20 | 206 |
| YTD Return | -89.82% | +32.20%Best |
| 1Y Return | -89.82% | +38.81%Best |
| 3Y Return (annualized) | - | +20.74% |
| 5Y Return (annualized) | - | +10.57% |
| Volatility (annualized) | 1464807.3% | 13.9%Best |
| Max Drawdown | -96.9% | -33.4%Best |
| $10,000 over 15 years | $16,636,756Best | $52,366 |
| Fund Family | Defiance ETFs, LLC | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Equity | Large Cap Value |
| Inception | Jan 12, 2026 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 15 years row, are measured over the window both funds cover: Oct 21, 2011 to Oct 30, 2026 (15 years).
LUNL 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
LUNL vs SCHD Performance
Defiance Daily Target 2X Long LUNR ETF (LUNL) is an ETF from Defiance ETFs, LLC and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year LUNL returned -89.82% while SCHD returned +38.81%. Year to date, LUNL is down 89.82% versus a gain of 32.20% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LUNL has been the more volatile fund, with annualized monthly volatility of 1464807.3% compared with 13.9% 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 -96.9% for LUNL 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 0.35. They move together some of the time, and apart the rest.
Fees and Cost Over Time
LUNL charges 1.34% per year while SCHD charges 0.06%. On a $10,000 position that is $134 vs $6 annually, a gap of $128 per year that compounds over a long holding period. On income, LUNL currently yields 0.00% against 3.24% for SCHD.
Holdings Overlap
We hold position weights for 1 holding in LUNL and 98 in SCHD, totalling 5.4% and 99.8% 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 LUNL and 98 in SCHD, against full books of 20 and 206.
You are not choosing between two funds in isolation.
Whichever of LUNL 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, LUNL or SCHD?
LUNL has an expense ratio of 1.34% while SCHD charges 0.06%. SCHD is the cheaper option, by $128 a year on a $10,000 investment.
Which performed better, LUNL or SCHD?
Over the past year LUNL returned -89.82% vs +38.81% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), LUNL annualized +63.96% vs +11.67% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LUNL or SCHD?
LUNL has been the more volatile fund at 1464807.3% annualized versus 13.9% for SCHD. Worst drawdown: LUNL -96.9% vs SCHD -33.4%.
Should I hold both LUNL and SCHD?
LUNL and SCHD have a monthly-return correlation of 0.35, 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, LUNL or SCHD?
LUNL yields 0.00% while SCHD yields 3.24%, so SCHD currently pays the higher dividend yield.
Is SCHD better than LUNL?
SCHD has a lower expense ratio. LUNL led over the full window, SCHD over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.