LDRX vs SCHD
SGI Enhanced Market Leaders ETF vs Schwab US Dividend Equity ETF
Which is better, LDRX or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. LDRX led over the full window, SCHD over 1Y. SCHD is less concentrated, with 41.6% of the fund in its ten largest positions against 55.2%.
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 | LDRX | SCHD |
|---|---|---|
| Expense Ratio | 0.59% | 0.06%Best |
| AUM | $261M | $111.6B |
| Dividend Yield | 0.97% | 3.24% |
| Holdings | 104 | 206 |
| YTD Return | +13.27% | +24.55%Best |
| 1Y Return | +16.78% | +29.85%Best |
| 3Y Return (annualized) | - | +16.64% |
| 5Y Return (annualized) | - | +9.54% |
| Volatility (annualized) | 13.6% | 13.3%Best |
| Max Drawdown | -10.6% | -6.9%Best |
| $10,000 over 1.4 years | $13,893Best | $13,656 |
| Top 10 Weight | 55.2% | 41.6%Best |
| Fund Family | Summit Global Investments | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | May 5, 2025 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 1.4 years row, are measured over the window both funds cover: May 5, 2025 to Oct 14, 2026 (1.4 years).
LDRX 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 1.4 years both funds cover.
LDRX vs SCHD Performance
SGI Enhanced Market Leaders ETF (LDRX) is an ETF from Summit Global Investments and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year LDRX returned +16.78% while SCHD returned +29.85%. Year to date, LDRX is up 13.27% versus a gain of 24.55% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LDRX has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 13.3% 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 -10.6% for LDRX 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 0.10. They move largely independently of each other.
Fees and Cost Over Time
LDRX charges 0.59% per year while SCHD charges 0.06%. On a $10,000 position that is $59 vs $6 annually, a gap of $53 per year that compounds over a long holding period. On income, LDRX currently yields 0.97% against 3.24% for SCHD.
Holdings Overlap
7.8% of LDRX's money is in holdings SCHD also owns. 65.6% of SCHD's money is in holdings LDRX also owns.
The two portfolios partly overlap.
18 positions in common, counted across the 100 positions we hold weights for in LDRX and 98 in SCHD, against full books of 104 and 206.
What only one of them owns
Measured across the 100 and 98 positions we hold weights for.
SCHD holds 79 positions LDRX does not, 34.1% of the fund.
Largest: MO 2.89%, ADP 2.63%, BX 2.16%, EOG 1.91%, SLB 1.86%
Top Shared Holdings
| Stock | Weight in LDRX | Weight in SCHD | Difference |
|---|---|---|---|
| TXNTexas Instrument Inc | 0.51% | 4.89% | 4.38% |
| QCOMQualcomm Inc. | 0.39% | 4.61% | 4.22% |
| CVXChevron Corp | 0.82% | 4.14% | 3.32% |
| PGProcter & Gamble Company | 0.66% | 4.16% | 3.50% |
| KOCoca Cola Co. | 0.65% | 4.12% | 3.47% |
| MRKMerck & Company Inc | 0.72% | 4.04% | 3.32% |
| UNHUnitedhealth Group Incorporated | 0.70% | 3.95% | 3.25% |
| HDHome Depot Inc/The | 0.58% | 3.77% | 3.19% |
| AMGNAmgen Inc. | 0.41% | 3.86% | 3.45% |
| VZVerizon Communic | 0.39% | 3.88% | 3.49% |
65.6% of SCHD is already inside LDRX.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, LDRX or SCHD?
LDRX has an expense ratio of 0.59% while SCHD charges 0.06%. SCHD is the cheaper option, by $53 a year on a $10,000 investment.
Which performed better, LDRX or SCHD?
Over the past year LDRX returned +16.78% vs +29.85% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), LDRX annualized +26.47% vs +24.93% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LDRX or SCHD?
LDRX has been the more volatile fund at 13.6% annualized versus 13.3% for SCHD. Worst drawdown: LDRX -10.6% vs SCHD -6.9%.
Should I hold both LDRX and SCHD?
LDRX and SCHD have a monthly-return correlation of 0.10, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between LDRX and SCHD?
65.6% of SCHD's money is in holdings LDRX also owns. 65.6% of SCHD's is in holdings LDRX also owns. They hold 18 positions in common, counted across the 100 positions we hold weights for in LDRX and 98 in SCHD.
Which pays a higher dividend, LDRX or SCHD?
LDRX yields 0.97% while SCHD yields 3.24%, so SCHD currently pays the higher dividend yield.
Is SCHD better than LDRX?
SCHD has a lower expense ratio. LDRX led over the full window, SCHD over 1Y. SCHD is less concentrated, with 41.6% of the fund in its ten largest positions against 55.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.