RGTZ vs SCHD
Defiance Daily Target 2X Short RGTI ETF vs Schwab US Dividend Equity ETF
Which is better, RGTZ or SCHD?
Trading-Inverse Debt against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y.
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 | RGTZ | SCHD |
|---|---|---|
| Expense Ratio | 1.83% | 0.06%Best |
| AUM | $7M | $108.9B |
| Dividend Yield | 0.00% | 3.00% |
| Holdings | 15 | 206 |
| YTD Return | -82.71% | +20.89%Best |
| 1Y Return | -80.16% | +23.87%Best |
| 3Y Return (annualized) | - | +16.42% |
| 5Y Return (annualized) | - | +9.40% |
| Volatility (annualized) | 168.9% | 14.6%Best |
| Fund Family | Defiance ETFs, LLC | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Trading-Inverse Debt | Large Cap Value |
| Inception | Oct 8, 2025 | Oct 20, 2011 |
Not shown on this pair: Max Drawdown, $10,000 over the window, Top 10 Weight.
RGTZ 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.
RGTZ vs SCHD Performance
Defiance Daily Target 2X Short RGTI ETF (RGTZ) is an ETF from Defiance ETFs, LLC and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year RGTZ returned -80.16% while SCHD returned +23.87%. Year to date, RGTZ is down 82.71% versus a gain of 20.89% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
RGTZ has been the more volatile fund, with annualized monthly volatility of 168.9% compared with 14.6% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The two funds' monthly returns correlate at -0.02. They move largely independently of each other.
Fees and Cost Over Time
RGTZ charges 1.83% per year while SCHD charges 0.06%. On a $10,000 position that is $183 vs $6 annually, a gap of $177 per year that compounds over a long holding period. On income, RGTZ currently yields 0.00% against 3.00% for SCHD.
Holdings Overlap
We hold position weights for 1 holding in RGTZ and 99 in SCHD, totalling 0.7% 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 RGTZ and 99 in SCHD, against full books of 15 and 206.
You are not choosing between two funds in isolation.
Whichever of RGTZ 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, RGTZ or SCHD?
RGTZ has an expense ratio of 1.83% while SCHD charges 0.06%. SCHD is the cheaper option, by $177 a year on a $10,000 investment.
Which performed better, RGTZ or SCHD?
Over the past year RGTZ returned -80.16% vs +23.87% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, RGTZ or SCHD?
RGTZ has been the more volatile fund at 168.9% annualized versus 14.6% for SCHD.
Should I hold both RGTZ and SCHD?
RGTZ and SCHD have a monthly-return correlation of -0.02, 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, RGTZ or SCHD?
RGTZ yields 0.00% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than RGTZ?
SCHD has a lower expense ratio. SCHD led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.