AAPX vs SCHD
T-REX 2X LONG APPLE DAILY TARGET ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. AAPX delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | AAPX | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.05% | 0.06% | |
| AUM | $11M | $103.7B | |
| Dividend Yield | 0.00% | 3.31% | |
| Holdings | 5 | 104 | |
| YTD Return | +13.48% | +25.62% | |
| 1Y Return | +50.96% | +32.62% | |
| 3Y Return (annualized) | - | +15.58% | |
| 5Y Return (annualized) | - | +9.63% | |
| Volatility (annualized) | 44.2% | 13.6% | |
| Max Drawdown | -58.5% | -33.4% | |
| Fund Family | REX Shares | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Jan 11, 2024 | Oct 20, 2011 |
AAPX vs SCHD Performance
T-REX 2X LONG APPLE DAILY TARGET ETF (AAPX) is a ETF from REX Shares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year AAPX returned +50.96% while SCHD returned +32.62%. Year to date, AAPX is up 13.48% versus a gain of 25.62% for SCHD.
Risk: Volatility and Drawdowns
AAPX has been the more volatile fund, with annualized monthly volatility of 44.2% compared with 13.6% 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 -58.5% for AAPX and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.18. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
AAPX charges 1.05% per year while SCHD charges 0.06%. On a $10,000 position that is $105 vs $6 annually, a gap of $99 per year that compounds over a long holding period. On income, AAPX currently yields 0.00% against 3.31% for SCHD.
Frequently Asked Questions
Which is cheaper, AAPX or SCHD?
AAPX has an expense ratio of 1.05% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $99 per year of difference.
Which performed better, AAPX or SCHD?
Over the past year AAPX returned +50.96% vs +32.62% for SCHD, so AAPX leads on 1-year performance. Over the longest common window we track (3 years), AAPX annualized +22.06% vs +11.47% for SCHD. Past performance does not guarantee future results.
Which is riskier, AAPX or SCHD?
AAPX has been the more volatile fund at 44.2% annualized versus 13.6% for SCHD. Worst drawdown: AAPX -58.5% vs SCHD -33.4%.
Should I hold both AAPX and SCHD?
AAPX and SCHD have a monthly-return correlation of 0.18, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, AAPX or SCHD?
AAPX yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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