PLU vs SCHD

PLU vs SCHD

Which is better, PLU 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

MetricPLUSCHD
Expense Ratio1.42%0.06%Best
AUM$7M$111.6B
Dividend Yield0.00%3.24%
Holdings19206
YTD Return-86.36%+26.92%Best
1Y Return-+33.81%
3Y Return (annualized)-+17.21%
5Y Return (annualized)-+9.94%
Fund FamilyDefiance ETFs, LLCCharles Schwab Asset Management
CategoryAlternativeEquity
StyleTrading-Leveraged EquityLarge Cap Value
InceptionJan 6, 2026Oct 20, 2011

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

PLU 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.

PLU vs SCHD Performance

Defiance Daily Target 2x Long PL ETF (PLU) is an ETF from Defiance ETFs, LLC and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, PLU is down 86.36% versus a gain of 26.92% for SCHD.

Past performance does not guarantee future results.

Fees and Cost Over Time

PLU charges 1.42% per year while SCHD charges 0.06%. On a $10,000 position that is $142 vs $6 annually, a gap of $136 per year that compounds over a long holding period. On income, PLU currently yields 0.00% against 3.24% for SCHD.

Holdings Overlap

We hold position weights for 1 holding in PLU and 98 in SCHD, totalling 2.0% 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 PLU and 98 in SCHD, against full books of 19 and 206.

You are not choosing between two funds in isolation.

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

PLUSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PLU or SCHD?

PLU has an expense ratio of 1.42% while SCHD charges 0.06%. SCHD is the cheaper option, by $136 a year on a $10,000 investment.

Which pays a higher dividend, PLU or SCHD?

PLU yields 0.00% while SCHD yields 3.24%, so SCHD currently pays the higher dividend yield.

Is SCHD better than PLU?

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