AFRU vs SCHD
T-REX 2X Long AFRM Daily Target ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 103 holdings.
Side-by-Side Comparison
| Metric | AFRU | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.50% | 0.06% | |
| AUM | $2M | $112.2B | |
| Dividend Yield | 0.00% | 3.13% | |
| Holdings | 3 | 103 | |
| YTD Return | -31.11% | +28.33% | |
| 1Y Return | -60.76% | +30.37% | |
| 3Y Return (annualized) | - | +16.64% | |
| 5Y Return (annualized) | - | +10.04% | |
| Volatility (annualized) | 119.1% | 13.6% | |
| Max Drawdown | -84.4% | -33.4% | |
| Fund Family | REX Shares | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Sep 16, 2025 | Oct 20, 2011 |
AFRU vs SCHD Performance
T-REX 2X Long AFRM Daily Target ETF (AFRU) 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 AFRU returned -60.76% while SCHD returned +30.37%. Year to date, AFRU is down 31.11% versus a gain of 28.33% for SCHD.
Risk: Volatility and Drawdowns
AFRU has been the more volatile fund, with annualized monthly volatility of 119.1% 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 -84.4% for AFRU 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 -0.24. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
AFRU charges 1.50% per year while SCHD charges 0.06%. On a $10,000 position that is $150 vs $6 annually, a gap of $144 per year that compounds over a long holding period. On income, AFRU currently yields 0.00% against 3.13% for SCHD.
Holdings Overlap
AFRU and SCHD share 0 holdings out of 101 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AFRU or SCHD?
AFRU has an expense ratio of 1.50% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $144 per year of difference.
Which performed better, AFRU or SCHD?
Over the past year AFRU returned -60.76% vs +30.37% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results.
Which is riskier, AFRU or SCHD?
AFRU has been the more volatile fund at 119.1% annualized versus 13.6% for SCHD. Worst drawdown: AFRU -84.4% vs SCHD -33.4%.
Should I hold both AFRU and SCHD?
AFRU and SCHD have a monthly-return correlation of -0.24, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AFRU and SCHD?
AFRU and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, AFRU or SCHD?
AFRU yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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