APHG vs SCHD

APHG vs SCHD

Which is better, APHG or SCHD?

Trading-Leveraged Equity against Large Cap Value.

SCHD has a lower expense ratio. SCHD led over 1Y.

Lower Fees: SCHDHigher Returns (1Y): 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

MetricAPHGSCHD
Expense Ratio0.99%0.06%Best
AUM$319,535.87$111.6B
Dividend Yield0.00%3.24%
Holdings8206
YTD Return-2.04%+24.55%Best
1Y Return-2.04%+29.85%Best
3Y Return (annualized)-+16.64%
5Y Return (annualized)-+9.54%
Volatility (annualized)-13.7%
Max Drawdown--33.4%
$10,000 over 15 years-$49,555
Fund FamilyLeverage SharesCharles Schwab Asset Management
CategoryAlternativeEquity
StyleTrading-Leveraged EquityLarge Cap Value
InceptionJun 16, 2026Oct 20, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 15 years row, are measured over the window both funds cover: Jun 16, 2026 to Oct 14, 2026 (15 years).

APHG 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.

APHG vs SCHD Performance

Leverage Shares 2X Long APH Daily ETF (APHG) is an ETF from Leverage Shares and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year APHG returned -2.04% while SCHD returned +29.85%. Year to date, APHG is down 2.04% versus a gain of 24.55% for SCHD.

Past performance does not guarantee future results.

Fees and Cost Over Time

APHG charges 0.99% per year while SCHD charges 0.06%. On a $10,000 position that is $99 vs $6 annually, a gap of $93 per year that compounds over a long holding period. On income, APHG currently yields 0.00% against 3.24% for SCHD.

You are not choosing between two funds in isolation.

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

APHGSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, APHG or SCHD?

APHG has an expense ratio of 0.99% while SCHD charges 0.06%. SCHD is the cheaper option, by $93 a year on a $10,000 investment.

Which performed better, APHG or SCHD?

Over the past year APHG returned -2.04% vs +29.85% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which pays a higher dividend, APHG or SCHD?

APHG yields 0.00% while SCHD yields 3.24%, so SCHD currently pays the higher dividend yield.

Is SCHD better than APHG?

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.