SCHD vs XYZG
Schwab US Dividend Equity ETF vs Leverage Shares 2X Long XYZ Daily ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | SCHD | XYZG | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.78% | |
| AUM | $108.7B | $3M | |
| Dividend Yield | 3.13% | 5.39% | |
| Holdings | 104 | 6 | |
| YTD Return | +28.70% | +24.65% | |
| 1Y Return | +32.27% | -14.31% | |
| 3Y Return (annualized) | +17.27% | - | |
| 5Y Return (annualized) | +10.23% | - | |
| Volatility (annualized) | 13.7% | 56.5% | |
| Max Drawdown | -33.4% | -69.4% | |
| Fund Family | Charles Schwab Asset Management | Leverage Shares | |
| Category | Equity | Alternative | |
| Inception | Oct 20, 2011 | Apr 4, 2025 |
SCHD vs XYZG Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Leverage Shares 2X Long XYZ Daily ETF (XYZG) is a ETF from Leverage Shares. Over the past year SCHD returned +32.27% while XYZG returned -14.31%. Year to date, SCHD is up 28.70% versus a gain of 24.65% for XYZG.
Risk: Volatility and Drawdowns
XYZG has been the more volatile fund, with annualized monthly volatility of 56.5% compared with 13.7% 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 -33.4% for SCHD and -69.4% for XYZG. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.10. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SCHD charges 0.06% per year while XYZG charges 0.78%. On a $10,000 position that is $6 vs $78 annually, a gap of $72 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 5.39% for XYZG.
Holdings Overlap
SCHD and XYZG share 0 holdings out of 101 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SCHD or XYZG?
SCHD has an expense ratio of 0.06% while XYZG charges 0.78%. SCHD is the cheaper option. On a $10,000 investment, that is $72 per year of difference.
Which performed better, SCHD or XYZG?
Over the past year SCHD returned +32.27% vs -14.31% for XYZG, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), SCHD annualized +11.63% vs +35.28% for XYZG. Past performance does not guarantee future results.
Which is riskier, SCHD or XYZG?
XYZG has been the more volatile fund at 56.5% annualized versus 13.7% for SCHD. Worst drawdown: SCHD -33.4% vs XYZG -69.4%.
Should I hold both SCHD and XYZG?
SCHD and XYZG have a monthly-return correlation of 0.10, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SCHD and XYZG?
SCHD and XYZG share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, SCHD or XYZG?
SCHD yields 3.13% while XYZG yields 5.39%, so XYZG currently pays the higher dividend yield.
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