RGTU vs SCHD
Tradr 2X Long RGTI Daily ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | RGTU | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.30% | 0.06% | |
| AUM | $12M | $108.7B | |
| Dividend Yield | 0.00% | 3.13% | |
| Holdings | 4 | 104 | |
| YTD Return | -71.67% | +28.70% | |
| 1Y Return | -55.04% | +32.27% | |
| 3Y Return (annualized) | - | +17.27% | |
| 5Y Return (annualized) | - | +10.23% | |
| Volatility (annualized) | 258.4% | 13.7% | |
| Max Drawdown | -97.9% | -33.4% | |
| Fund Family | Tradr ETFs | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Jun 23, 2025 | Oct 20, 2011 |
RGTU vs SCHD Performance
Tradr 2X Long RGTI Daily ETF (RGTU) is a ETF from Tradr ETFs and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year RGTU returned -55.04% while SCHD returned +32.27%. Year to date, RGTU is down 71.67% versus a gain of 28.70% for SCHD.
Risk: Volatility and Drawdowns
RGTU has been the more volatile fund, with annualized monthly volatility of 258.4% compared with 13.7% 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 -97.9% for RGTU and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at -0.31. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
RGTU charges 1.30% per year while SCHD charges 0.06%. On a $10,000 position that is $130 vs $6 annually, a gap of $124 per year that compounds over a long holding period. On income, RGTU currently yields 0.00% against 3.13% for SCHD.
Holdings Overlap
RGTU and SCHD share 0 holdings out of 101 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, RGTU or SCHD?
RGTU has an expense ratio of 1.30% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $124 per year of difference.
Which performed better, RGTU or SCHD?
Over the past year RGTU returned -55.04% vs +32.27% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), RGTU annualized -37.87% vs +11.63% for SCHD. Past performance does not guarantee future results.
Which is riskier, RGTU or SCHD?
RGTU has been the more volatile fund at 258.4% annualized versus 13.7% for SCHD. Worst drawdown: RGTU -97.9% vs SCHD -33.4%.
Should I hold both RGTU and SCHD?
RGTU and SCHD have a monthly-return correlation of -0.31, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between RGTU and SCHD?
RGTU and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, RGTU or SCHD?
RGTU yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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