APPX vs SCHD
Tradr 2X Long APP Daily ETF vs Schwab US Dividend Equity ETF
Which is better, APPX or SCHD?
Trading-Leveraged Equity against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y, 5Y 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 | APPX | SCHD |
|---|---|---|
| Expense Ratio | 1.36% | 0.06%Best |
| AUM | $73M | $111.6B |
| Dividend Yield | 30.73% | 3.24% |
| Holdings | 8 | 206 |
| YTD Return | -70.65% | +24.55%Best |
| 1Y Return | -70.46% | +29.85%Best |
| 3Y Return (annualized) | +3.60% | +16.64%Best |
| 5Y Return (annualized) | +3.60% | +9.54%Best |
| Volatility (annualized) | 206.8% | 13.7%Best |
| Max Drawdown | -85.4% | -33.4%Best |
| $10,000 over 5 years | $11,934 | $15,771Best |
| Fund Family | Tradr ETFs | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Equity | Large Cap Value |
| Inception | Apr 24, 2025 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Apr 25, 2025 to Oct 14, 2026 (15 years).
APPX 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 15 years both funds cover.
APPX vs SCHD Performance
Tradr 2X Long APP Daily ETF (APPX) is an ETF from Tradr ETFs and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year APPX returned -70.46% while SCHD returned +29.85%. Year to date, APPX is down 70.65% versus a gain of 24.55% for SCHD.
Over three years, APPX compounded at +3.60% per year against +16.64% for SCHD; over five years the annualized figures are +3.60% and +9.54% respectively. Across the full 2-year window we track, SCHD has the edge at +11.26% annualized vs +3.60%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
APPX has been the more volatile fund, with annualized monthly volatility of 206.8% 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 -85.4% for APPX and -33.4% 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 -0.31. They move together some of the time, and apart the rest.
Fees and Cost Over Time
APPX charges 1.36% per year while SCHD charges 0.06%. On a $10,000 position that is $136 vs $6 annually, a gap of $130 per year that compounds over a long holding period. On income, APPX currently yields 30.73% against 3.24% for SCHD.
You are not choosing between two funds in isolation.
Whichever of APPX 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, APPX or SCHD?
APPX has an expense ratio of 1.36% while SCHD charges 0.06%. SCHD is the cheaper option, by $130 a year on a $10,000 investment.
Which performed better, APPX or SCHD?
Over the past year APPX returned -70.46% vs +29.85% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), APPX annualized +3.60% vs +11.26% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, APPX or SCHD?
APPX has been the more volatile fund at 206.8% annualized versus 13.7% for SCHD. Worst drawdown: APPX -85.4% vs SCHD -33.4%.
Should I hold both APPX and SCHD?
APPX and SCHD have a monthly-return correlation of -0.31, 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, APPX or SCHD?
APPX yields 30.73% while SCHD yields 3.24%, so APPX currently pays the higher dividend yield.
Is SCHD better than APPX?
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.