LVLN vs SCHD
State Street SPDR S&P Leveraged Loan ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. LVLN offers more diversification with 187 holdings.
Side-by-Side Comparison
| Metric | LVLN | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.40% | 0.06% | |
| AUM | $50M | $112.2B | |
| Dividend Yield | 4.30% | 3.13% | |
| Holdings | 187 | 103 | |
| YTD Return | +3.28% | +27.60% | |
| 1Y Return | - | +29.63% | |
| 3Y Return (annualized) | - | +16.43% | |
| 5Y Return (annualized) | - | +10.05% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -2.3% | -33.4% | |
| Fund Family | SPDR State Street Global Advisors | Charles Schwab Asset Management | |
| Category | Fixed Income | Equity | |
| Inception | Nov 17, 2025 | Oct 20, 2011 |
LVLN vs SCHD Performance
State Street SPDR S&P Leveraged Loan ETF (LVLN) is a ETF from SPDR State Street Global Advisors and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, LVLN is up 3.28% versus a gain of 27.60% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -2.3% for LVLN 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
LVLN charges 0.40% per year while SCHD charges 0.06%. On a $10,000 position that is $40 vs $6 annually, a gap of $34 per year that compounds over a long holding period. On income, LVLN currently yields 4.30% against 3.13% for SCHD.
Holdings Overlap
LVLN and SCHD share 0 holdings out of 106 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, LVLN or SCHD?
LVLN has an expense ratio of 0.40% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $34 per year of difference.
What is the holdings overlap between LVLN and SCHD?
LVLN and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 106 unique securities.
Which pays a higher dividend, LVLN or SCHD?
LVLN yields 4.30% while SCHD yields 3.13%, so LVLN currently pays the higher dividend yield.
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