LDRX vs SCHX
SGI Enhanced Market Leaders ETF vs Schwab US Large-Cap ETF
Which is better, LDRX or SCHX?
Nearly the same fund. SCHX costs less.
SCHX has a lower expense ratio. LDRX led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.96. SCHX is less concentrated, with 36.9% 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 | SCHX |
|---|---|---|
| Expense Ratio | 0.59% | 0.03%Best |
| AUM | $261M | $75.3B |
| Dividend Yield | 0.97% | 1.04% |
| Holdings | 104 | 752 |
| YTD Return | +13.27%Best | +13.08% |
| 1Y Return | +16.78%Best | +16.62% |
| 3Y Return (annualized) | - | +22.27% |
| 5Y Return (annualized) | - | +12.56% |
| Volatility (annualized) | 13.6% | 11.4%Best |
| Max Drawdown | -10.6% | -9.0%Best |
| $10,000 over 1.4 years | $13,893Best | $13,690 |
| Top 10 Weight | 55.2% | 36.9%Best |
| Fund Family | Summit Global Investments | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 5, 2025 | Nov 3, 2009 |
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 SCHX 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 SCHX Performance
SGI Enhanced Market Leaders ETF (LDRX) is an ETF from Summit Global Investments and Schwab US Large-Cap ETF (SCHX) is an ETF from Charles Schwab Asset Management. Over the past year LDRX returned +16.78% while SCHX returned +16.62%. Year to date, LDRX is up 13.27% versus a gain of 13.08% for SCHX.
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 11.4% for SCHX. 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 -9.0% for SCHX. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
LDRX charges 0.59% per year while SCHX charges 0.03%. On a $10,000 position that is $59 vs $3 annually, a gap of $56 per year that compounds over a long holding period. On income, LDRX currently yields 0.97% against 1.04% for SCHX.
Holdings Overlap
99.3% of LDRX's money is in holdings SCHX also owns. 67.0% of SCHX's money is in holdings LDRX also owns.
Most of LDRX is already inside SCHX. Owning both mostly buys the same companies twice.
97 positions in common, counted across the 100 positions we hold weights for in LDRX and 752 in SCHX, against full books of 104 and 752.
What only one of them owns
Measured across the 100 and 752 positions we hold weights for.
SCHX holds 632 positions LDRX does not, 32.2% of the fund.
Largest: GOOG 2.29%, PM 0.41%, CRWD 0.39%, KLAC 0.38%, MRVL 0.34%
Top Shared Holdings
| Stock | Weight in LDRX | Weight in SCHX | Difference |
|---|---|---|---|
| NVDANvidia Corp | 11.55% | 8.02% | 3.53% |
| AAPLApple, Inc | 9.87% | 6.90% | 2.97% |
| MSFTMicrosoft Corp | 7.76% | 5.44% | 2.32% |
| GOOGLAlphabet Inc | 7.61% | 2.86% | 4.75% |
| AMZNAmazon.Com Inc | 5.13% | 3.50% | 1.63% |
| AVGOBroadcom Inc | 3.43% | 2.40% | 1.03% |
| METAMeta Platforms Inc | 3.28% | 2.28% | 1.00% |
| MUMicron Technology, Inc. | 2.53% | 1.72% | 0.81% |
| AMDAdvanced Micro Devices Inc | 2.03% | 1.47% | 0.56% |
| TSLATesla Inc | 2.00% | 1.48% | 0.52% |
99.3% of LDRX is already inside SCHX.
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 SCHX?
LDRX has an expense ratio of 0.59% while SCHX charges 0.03%. SCHX is the cheaper option, by $56 a year on a $10,000 investment.
Which performed better, LDRX or SCHX?
Over the past year LDRX returned +16.78% vs +16.62% for SCHX, so LDRX leads on 1-year performance. Over the longest common window we track (1 years), LDRX annualized +26.47% vs +25.15% for SCHX. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LDRX or SCHX?
LDRX has been the more volatile fund at 13.6% annualized versus 11.4% for SCHX. Worst drawdown: LDRX -10.6% vs SCHX -9.0%.
Should I hold both LDRX and SCHX?
LDRX and SCHX have a monthly-return correlation of 0.96, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between LDRX and SCHX?
99.3% of LDRX's money is in holdings SCHX also owns. 67.0% of SCHX's is in holdings LDRX also owns. They hold 97 positions in common, counted across the 100 positions we hold weights for in LDRX and 752 in SCHX.
Which pays a higher dividend, LDRX or SCHX?
LDRX yields 0.97% while SCHX yields 1.04%, so SCHX currently pays the higher dividend yield.
Is SCHX better than LDRX?
SCHX has a lower expense ratio. LDRX led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.96. SCHX is less concentrated, with 36.9% 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.