SCHQ vs SOXL
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SCHQ vs SOXL
Schwab Long-Term US Treasury ETF vs Direxion Daily Semiconductor Bull 3X ETF
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Quick Verdict
SCHQ has a lower expense ratio. SOXL delivered stronger 1-year returns. SOXL offers more diversification with 34 holdings.
Side-by-Side Comparison
| Metric | SCHQ | SOXL |
|---|---|---|
| Fund Family | Charles Schwab Asset Management | Direxion Shares ETF Trust |
| Expense Ratio | 0.03% | 0.75% |
| AUM | $923M | $12.7B |
| Dividend Yield | 4.43% | 0.23% |
| Holdings Count | 97 | 35 |
| Inception Date | 2019-10-10 | 2010-03-11 |
| Investment Style | Long Term Government Bond | Multi Alternative |
| 1-Month Return | -0.06% | +46.72% |
| YTD Return | +0.09% | +30.12% |
| 1-Year Return | +4.22% | +129.53% |
| 3-Year Return | -1.99% | +62.90% |
| 5-Year Return | -6.92% | +13.70% |
| 10-Year Return | - | +47.29% |
| Buy Score | 61 | 75 |
| Momentum Score | 25 | 85 |
| Value Score | 73 | 68 |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
44
Total Unique
Sector Allocation
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Frequently Asked Questions
Which has lower fees, SCHQ or SOXL?
SCHQ has an expense ratio of 0.03% while SOXL charges 0.75%. SCHQ is the cheaper option, saving you money on management fees over time.
Do SCHQ and SOXL hold the same stocks?
SCHQ and SOXL share 0 common holdings with a 0.0% weight overlap. They hold 44 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, SCHQ or SOXL?
Over the past year, SCHQ returned +4.22% while SOXL returned +129.53%. SOXL outperformed over this period. Past performance does not guarantee future results.