SCHD vs SITX

SCHD vs SITX

Which is better, SCHD or SITX?

Large Cap Value against Trading-Leveraged Equity.

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

MetricSCHDSITX
Expense Ratio0.06%Best1.49%
AUM$112.1B$843,653.49
Dividend Yield3.00%0.00%
Holdings103-
YTD Return+25.88%Best-35.85%
1Y Return+30.22%-
3Y Return (annualized)+16.05%-
5Y Return (annualized)+10.17%-
Fund FamilyCharles Schwab Asset ManagementTradr ETFs
CategoryEquityAlternative
StyleLarge Cap ValueTrading-Leveraged Equity
InceptionOct 20, 2011Aug 10, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

SCHD vs SITX 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.

SCHD vs SITX Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Tradr 2X Long SITM Daily ETF (SITX) is an ETF from Tradr ETFs. Year to date, SCHD is up 25.88% versus a loss of 35.85% for SITX.

Past performance does not guarantee future results.

Fees and Cost Over Time

SCHD charges 0.06% per year while SITX charges 1.49%. On a $10,000 position that is $6 vs $149 annually, a gap of $143 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 0.00% for SITX.

You are not choosing between two funds in isolation.

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

SCHDSITX

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or SITX?

SCHD has an expense ratio of 0.06% while SITX charges 1.49%. SCHD is the cheaper option, by $143 a year on a $10,000 investment.

Which pays a higher dividend, SCHD or SITX?

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

Is SITX better than SCHD?

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