MSOO vs SCHD
Leverage Shares 2x Capped Accelerated MSTR Monthly ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 103 holdings.
Side-by-Side Comparison
| Metric | MSOO | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.78% | 0.06% | |
| AUM | $225,097.15 | $112.2B | |
| Dividend Yield | 1.71% | 3.13% | |
| Holdings | 6 | 103 | |
| YTD Return | -28.20% | +27.60% | |
| 1Y Return | - | +29.63% | |
| 3Y Return (annualized) | - | +16.43% | |
| 5Y Return (annualized) | - | +10.05% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -73.2% | -33.4% | |
| Fund Family | Leverage Shares | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Aug 13, 2025 | Oct 20, 2011 |
MSOO vs SCHD Performance
Leverage Shares 2x Capped Accelerated MSTR Monthly ETF (MSOO) is a ETF from Leverage Shares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, MSOO is down 28.20% versus a gain of 27.60% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -73.2% for MSOO 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
MSOO charges 0.78% per year while SCHD charges 0.06%. On a $10,000 position that is $78 vs $6 annually, a gap of $72 per year that compounds over a long holding period. On income, MSOO currently yields 1.71% against 3.13% for SCHD.
Holdings Overlap
MSOO and SCHD share 0 holdings out of 102 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, MSOO or SCHD?
MSOO has an expense ratio of 0.78% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $72 per year of difference.
What is the holdings overlap between MSOO and SCHD?
MSOO and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 102 unique securities.
Which pays a higher dividend, MSOO or SCHD?
MSOO yields 1.71% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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