RBLU vs SCHD
T-REX 2X Long RBLX Daily Target ETF vs Schwab US Dividend Equity ETF
Which is better, RBLU or SCHD?
Multi Alternative against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y and the full window.
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
| Metric | RBLU | SCHD |
|---|---|---|
| Expense Ratio | 1.05% | 0.06%Best |
| AUM | $11M | $112.1B |
| Dividend Yield | 9.08% | 3.00% |
| Holdings | 4 | 103 |
| YTD Return | -81.61% | +24.23%Best |
| 1Y Return | -94.43% | +27.90%Best |
| 3Y Return (annualized) | - | +15.55% |
| 5Y Return (annualized) | - | +9.97% |
| Volatility (annualized) | 135.5% | 14.1%Best |
| Max Drawdown | -97.0% | -13.8%Best |
| $10,000 over 1.5 years | $2,191 | $12,743Best |
| Fund Family | REX Shares | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Multi Alternative | Large Cap Value |
| Inception | Mar 4, 2025 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.5 years row, are measured over the window both funds cover: Mar 4, 2025 to Sep 17, 2026 (1.5 years).
RBLU 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.
RBLU vs SCHD Performance
T-REX 2X Long RBLX Daily Target ETF (RBLU) is an ETF from REX Shares and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year RBLU returned -94.43% while SCHD returned +27.90%. Year to date, RBLU is down 81.61% versus a gain of 24.23% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
RBLU has been the more volatile fund, with annualized monthly volatility of 135.5% compared with 14.1% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -97.0% for RBLU and -13.8% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at -0.32. They move together some of the time, and apart the rest.
Fees and Cost Over Time
RBLU charges 1.05% per year while SCHD charges 0.06%. On a $10,000 position that is $105 vs $6 annually, a gap of $99 per year that compounds over a long holding period. On income, RBLU currently yields 9.08% against 3.00% for SCHD.
Holdings Overlap
We hold position weights for 1 holding in RBLU 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 RBLU and 100 in SCHD, against full books of 4 and 103.
You are not choosing between two funds in isolation.
Whichever of RBLU and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, RBLU or SCHD?
RBLU has an expense ratio of 1.05% while SCHD charges 0.06%. SCHD is the cheaper option, by $99 a year on a $10,000 investment.
Which performed better, RBLU or SCHD?
Over the past year RBLU returned -94.43% vs +27.90% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), RBLU annualized -63.66% vs +17.54% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, RBLU or SCHD?
RBLU has been the more volatile fund at 135.5% annualized versus 14.1% for SCHD. Worst drawdown: RBLU -97.0% vs SCHD -13.8%.
Should I hold both RBLU and SCHD?
RBLU and SCHD have a monthly-return correlation of -0.32, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, RBLU or SCHD?
RBLU yields 9.08% while SCHD yields 3.00%, so RBLU currently pays the higher dividend yield.
Is SCHD better than RBLU?
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.