COTG vs SCHD
Leverage Shares 2X Long COST Daily ETF vs Schwab US Dividend Equity ETF
Which is better, COTG 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 | COTG | SCHD |
|---|---|---|
| Expense Ratio | 0.77% | 0.06%Best |
| AUM | $13M | $111.6B |
| Dividend Yield | 0.00% | 3.24% |
| Holdings | 10 | 206 |
| YTD Return | +18.72% | +24.55%Best |
| 1Y Return | -5.95% | +29.85%Best |
| 3Y Return (annualized) | - | +16.64% |
| 5Y Return (annualized) | - | +9.54% |
| Volatility (annualized) | 34.9% | 14.6%Best |
| Max Drawdown | -36.5% | -6.9%Best |
| $10,000 over 1.1 years | $9,090 | $12,922Best |
| Fund Family | Leverage Shares | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Equity | Large Cap Value |
| Inception | Sep 18, 2025 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.1 years row, are measured over the window both funds cover: Sep 18, 2025 to Oct 14, 2026 (1.1 years).
COTG 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 1.1 years both funds cover.
COTG vs SCHD Performance
Leverage Shares 2X Long COST Daily ETF (COTG) 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 COTG returned -5.95% while SCHD returned +29.85%. Year to date, COTG is up 18.72% versus a gain of 24.55% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
COTG has been the more volatile fund, with annualized monthly volatility of 34.9% compared with 14.6% 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 -36.5% for COTG 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 0.72. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
COTG charges 0.77% per year while SCHD charges 0.06%. On a $10,000 position that is $77 vs $6 annually, a gap of $71 per year that compounds over a long holding period. On income, COTG currently yields 0.00% against 3.24% for SCHD.
You are not choosing between two funds in isolation.
Whichever of COTG 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, COTG or SCHD?
COTG has an expense ratio of 0.77% while SCHD charges 0.06%. SCHD is the cheaper option, by $71 a year on a $10,000 investment.
Which performed better, COTG or SCHD?
Over the past year COTG returned -5.95% vs +29.85% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), COTG annualized -8.31% vs +26.24% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, COTG or SCHD?
COTG has been the more volatile fund at 34.9% annualized versus 14.6% for SCHD. Worst drawdown: COTG -36.5% vs SCHD -6.9%.
Should I hold both COTG and SCHD?
COTG and SCHD have a monthly-return correlation of 0.72, 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, COTG or SCHD?
COTG yields 0.00% while SCHD yields 3.24%, so SCHD currently pays the higher dividend yield.
Is SCHD better than COTG?
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.