RKTL vs SCHD

RKTL vs SCHD

Which is better, RKTL 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

MetricRKTLSCHD
Expense Ratio1.31%0.06%Best
AUM$1M$112.1B
Dividend Yield0.00%3.00%
Holdings18103
Fund FamilyDefiance ETFs, LLCCharles Schwab Asset Management
CategoryAlternativeEquity
StyleTrading-Leveraged EquityLarge Cap Value
InceptionJan 12, 2026Oct 20, 2011

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

The two price series end 15 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. RKTL has data through Aug 27, 2026 and SCHD through Sep 11, 2026.

Fees and Cost Over Time

RKTL charges 1.31% per year while SCHD charges 0.06%. On a $10,000 position that is $131 vs $6 annually, a gap of $125 per year that compounds over a long holding period. On income, RKTL currently yields 0.00% against 3.00% for SCHD.

Holdings Overlap

We hold position weights for 1 holding in RKTL and 100 in SCHD, totalling 15.9% 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 RKTL and 100 in SCHD, against full books of 18 and 103.

You are not choosing between two funds in isolation.

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

RKTLSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, RKTL or SCHD?

RKTL has an expense ratio of 1.31% while SCHD charges 0.06%. SCHD is the cheaper option, by $125 a year on a $10,000 investment.

Which pays a higher dividend, RKTL or SCHD?

RKTL yields 0.00% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than RKTL?

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