SBTU vs SCHD
T-REX 2x Long SBET Daily Target ETF vs Schwab US Dividend Equity ETF
Which is better, SBTU or SCHD?
Trading-Leveraged Equity 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 | SBTU | SCHD |
|---|---|---|
| Expense Ratio | 1.50% | 0.06%Best |
| AUM | $5M | $111.6B |
| Dividend Yield | 0.00% | 3.24% |
| Holdings | 3 | 206 |
| YTD Return | +205.67%Best | +31.57% |
| 1Y Return | +31.00% | +37.84%Best |
| 3Y Return (annualized) | - | +20.77% |
| 5Y Return (annualized) | - | +10.50% |
| Volatility (annualized) | 1794.5% | 16.2%Best |
| Max Drawdown | -94.2% | -6.9%Best |
| $10,000 over 1 years | $11,576 | $13,529Best |
| Fund Family | REX Shares | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Equity | Large Cap Value |
| Inception | Oct 21, 2025 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1 years row, are measured over the window both funds cover: Oct 21, 2025 to Oct 29, 2026 (1 years).
SBTU 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 covers the 1 years both funds cover.
SBTU vs SCHD Performance
T-REX 2x Long SBET Daily Target ETF (SBTU) 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 SBTU returned +31.00% while SCHD returned +37.84%. Year to date, SBTU is up 205.67% versus a gain of 31.57% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SBTU has been the more volatile fund, with annualized monthly volatility of 1794.5% compared with 16.2% 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 -94.2% for SBTU and -6.9% 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 0.10. They move largely independently of each other.
Fees and Cost Over Time
SBTU charges 1.50% per year while SCHD charges 0.06%. On a $10,000 position that is $150 vs $6 annually, a gap of $144 per year that compounds over a long holding period. On income, SBTU currently yields 0.00% against 3.24% for SCHD.
You are not choosing between two funds in isolation.
Whichever of SBTU 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, SBTU or SCHD?
SBTU has an expense ratio of 1.50% while SCHD charges 0.06%. SCHD is the cheaper option, by $144 a year on a $10,000 investment.
Which performed better, SBTU or SCHD?
Over the past year SBTU returned +31.00% vs +37.84% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), SBTU annualized +15.76% vs +35.29% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SBTU or SCHD?
SBTU has been the more volatile fund at 1794.5% annualized versus 16.2% for SCHD. Worst drawdown: SBTU -94.2% vs SCHD -6.9%.
Should I hold both SBTU and SCHD?
SBTU and SCHD have a monthly-return correlation of 0.10, 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, SBTU or SCHD?
SBTU yields 0.00% while SCHD yields 3.24%, so SCHD currently pays the higher dividend yield.
Is SCHD better than SBTU?
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.