OKTG vs SCHD

OKTG vs SCHD

Which is better, OKTG or SCHD?

Trading-Leveraged Equity against Large Cap Value.

SCHD has a lower expense ratio.

Lower Fees: SCHD

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

MetricOKTGSCHD
Expense Ratio0.75%0.06%Best
AUM$4M$112.2B
Dividend Yield0.00%3.13%
Holdings6103
YTD Return+173.44%Best+28.59%
1Y Return-+31.77%
3Y Return (annualized)-+16.70%
5Y Return (annualized)-+10.09%
Fund FamilyLeverage SharesCharles Schwab Asset Management
CategoryAlternativeEquity
StyleTrading-Leveraged EquityLarge Cap Value
InceptionNov 17, 2025Oct 20, 2011

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

OKTG 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.

OKTG vs SCHD Performance

Leverage Shares 2X Long OKTA Daily ETF (OKTG) is an ETF from Leverage Shares and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, OKTG is up 173.44% versus a gain of 28.59% for SCHD.

Past performance does not guarantee future results.

Fees and Cost Over Time

OKTG charges 0.75% per year while SCHD charges 0.06%. On a $10,000 position that is $75 vs $6 annually, a gap of $69 per year that compounds over a long holding period. On income, OKTG currently yields 0.00% against 3.13% for SCHD.

Holdings Overlap

We hold position weights for 1 holding in OKTG and 100 in SCHD, totalling 2.0% and 100.0% 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 OKTG and 100 in SCHD, against full books of 6 and 103.

You are not choosing between two funds in isolation.

Whichever of OKTG and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

OKTGSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, OKTG or SCHD?

OKTG has an expense ratio of 0.75% while SCHD charges 0.06%. SCHD is the cheaper option, by $69 a year on a $10,000 investment.

Which pays a higher dividend, OKTG or SCHD?

OKTG yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.

Is SCHD better than OKTG?

SCHD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.