RKLZ vs SCHD
Defiance Daily Target 2X Short RKLB ETF vs Schwab US Dividend Equity ETF
Which is better, RKLZ or SCHD?
Trading-Inverse Equity 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 | RKLZ | SCHD |
|---|---|---|
| Expense Ratio | 1.29% | 0.06%Best |
| AUM | $6M | $119.9B |
| Dividend Yield | 0.00% | 2.96% |
| Holdings | 13 | 204 |
| YTD Return | -92.09% | +32.38%Best |
| 1Y Return | -98.36% | +38.54%Best |
| 3Y Return (annualized) | - | +20.13% |
| 5Y Return (annualized) | - | +10.28% |
| Volatility (annualized) | 176.3% | 16.7%Best |
| Fund Family | Defiance ETFs, LLC | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Trading-Inverse Equity | Large Cap Value |
| Inception | Nov 17, 2025 | Oct 20, 2011 |
Not shown on this pair: Max Drawdown, $10,000 over the window, Top 10 Weight.
RKLZ 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.
RKLZ vs SCHD Performance
Defiance Daily Target 2X Short RKLB ETF (RKLZ) 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 RKLZ returned -98.36% while SCHD returned +38.54%. Year to date, RKLZ is down 92.09% versus a gain of 32.38% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
RKLZ has been the more volatile fund, with annualized monthly volatility of 176.3% compared with 16.7% 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 0.27. They move largely independently of each other.
Fees and Cost Over Time
RKLZ charges 1.29% per year while SCHD charges 0.06%. On a $10,000 position that is $129 vs $6 annually, a gap of $123 per year that compounds over a long holding period. On income, RKLZ currently yields 0.00% against 2.96% for SCHD.
You are not choosing between two funds in isolation.
Whichever of RKLZ 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, RKLZ or SCHD?
RKLZ has an expense ratio of 1.29% while SCHD charges 0.06%. SCHD is the cheaper option, by $123 a year on a $10,000 investment.
Which performed better, RKLZ or SCHD?
Over the past year RKLZ returned -98.36% vs +38.54% 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, RKLZ or SCHD?
RKLZ has been the more volatile fund at 176.3% annualized versus 16.7% for SCHD.
Should I hold both RKLZ and SCHD?
RKLZ and SCHD have a monthly-return correlation of 0.27, 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, RKLZ or SCHD?
RKLZ yields 0.00% while SCHD yields 2.96%, so SCHD currently pays the higher dividend yield.
Is SCHD better than RKLZ?
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.