PLT vs SCHD

PLT vs SCHD

Which is better, PLT or SCHD?

Leverage Strategy 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

MetricPLTSCHD
Expense Ratio1.51%0.06%Best
AUM$3M$112.1B
Dividend Yield29.33%3.00%
Holdings10103
Fund FamilyDefiance ETFs, LLCCharles Schwab Asset Management
CategoryAlternativeEquity
StyleLeverage StrategyLarge Cap Value
InceptionAug 18, 2025Oct 20, 2011

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

The two price series end 239 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. PLT has data through Jan 26, 2026 and SCHD through Sep 22, 2026.

Fees and Cost Over Time

PLT charges 1.51% per year while SCHD charges 0.06%. On a $10,000 position that is $151 vs $6 annually, a gap of $145 per year that compounds over a long holding period. On income, PLT currently yields 29.33% against 3.00% for SCHD.

Holdings Overlap

We hold position weights for 2 holdings in PLT and 100 in SCHD, totalling 10.0% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 335 days apart, PLT as of Sep 30, 2025 and SCHD as of Aug 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 2 positions we hold weights for in PLT and 100 in SCHD, against full books of 10 and 103.

You are not choosing between two funds in isolation.

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

PLTSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PLT or SCHD?

PLT has an expense ratio of 1.51% while SCHD charges 0.06%. SCHD is the cheaper option, by $145 a year on a $10,000 investment.

Which pays a higher dividend, PLT or SCHD?

PLT yields 29.33% while SCHD yields 3.00%, so PLT currently pays the higher dividend yield.

Is SCHD better than PLT?

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