FIGG vs SCHD

FIGG vs SCHD

Which is better, FIGG 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

MetricFIGGSCHD
Expense Ratio0.75%0.06%Best
AUM$15M$111.6B
Dividend Yield0.00%3.24%
Holdings12206
YTD Return-82.80%+24.55%Best
1Y Return-94.10%+29.85%Best
3Y Return (annualized)-+16.64%
5Y Return (annualized)-+9.54%
Volatility (annualized)171.2%14.6%Best
Fund FamilyLeverage SharesCharles Schwab Asset Management
CategoryAlternativeEquity
StyleTrading-Leveraged EquityLarge Cap Value
InceptionOct 14, 2025Oct 20, 2011

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

FIGG 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.

FIGG vs SCHD Performance

Leverage Shares 2X Long FIG Daily ETF (FIGG) 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 FIGG returned -94.10% while SCHD returned +29.85%. Year to date, FIGG is down 82.80% versus a gain of 24.55% for SCHD.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FIGG has been the more volatile fund, with annualized monthly volatility of 171.2% compared with 14.6% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The two funds' monthly returns correlate at 0.26. They move largely independently of each other.

Fees and Cost Over Time

FIGG charges 0.75% per year while SCHD charges 0.06%. On a $10,000 position that is $75 vs $6 annually, a gap of $69 per year that compounds over a long holding period. On income, FIGG currently yields 0.00% against 3.24% for SCHD.

You are not choosing between two funds in isolation.

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

FIGGSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FIGG or SCHD?

FIGG has an expense ratio of 0.75% while SCHD charges 0.06%. SCHD is the cheaper option, by $69 a year on a $10,000 investment.

Which performed better, FIGG or SCHD?

Over the past year FIGG returned -94.10% 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 is riskier, FIGG or SCHD?

FIGG has been the more volatile fund at 171.2% annualized versus 14.6% for SCHD.

Should I hold both FIGG and SCHD?

FIGG and SCHD have a monthly-return correlation of 0.26, 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, FIGG or SCHD?

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

Is SCHD better than FIGG?

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.