AVS vs SCHD
Direxion Daily AVGO Bear 1X ETF vs Schwab US Dividend Equity ETF
Which is better, AVS or SCHD?
Trading-Inverse Equity against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y and the full window.
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 | AVS | SCHD |
|---|---|---|
| Expense Ratio | 1.03% | 0.06%Best |
| AUM | $9M | $112.2B |
| Dividend Yield | 3.58% | 3.13% |
| Holdings | 8 | 103 |
| YTD Return | -14.79% | +26.13%Best |
| 1Y Return | -20.44% | +30.01%Best |
| 3Y Return (annualized) | - | +16.09% |
| 5Y Return (annualized) | - | +9.95% |
| Volatility (annualized) | 46.0% | 13.9%Best |
| Max Drawdown | -76.6% | -16.1%Best |
| $10,000 over 1.9 years | $3,391 | $12,988Best |
| Fund Family | Direxion Shares ETF Trust | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Trading-Inverse Equity | Large Cap Value |
| Inception | Oct 10, 2024 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Oct 10, 2024 to Sep 8, 2026 (1.9 years).
AVS 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 1.9 years both funds cover.
AVS vs SCHD Performance
Direxion Daily AVGO Bear 1X ETF (AVS) is an ETF from Direxion Shares ETF Trust and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year AVS returned -20.44% while SCHD returned +30.01%. Year to date, AVS is down 14.79% versus a gain of 26.13% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AVS has been the more volatile fund, with annualized monthly volatility of 46.0% compared with 13.9% 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 -76.6% for AVS and -16.1% 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 0.31. They move together some of the time, and apart the rest.
Fees and Cost Over Time
AVS charges 1.03% per year while SCHD charges 0.06%. On a $10,000 position that is $103 vs $6 annually, a gap of $97 per year that compounds over a long holding period. On income, AVS currently yields 3.58% against 3.13% for SCHD.
Holdings Overlap
We hold position weights for 3 holdings in AVS and 100 in SCHD, totalling 173.5% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 3 positions we hold weights for in AVS and 100 in SCHD, against full books of 8 and 103.
You are not choosing between two funds in isolation.
Whichever of AVS and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AVS or SCHD?
AVS has an expense ratio of 1.03% while SCHD charges 0.06%. SCHD is the cheaper option, by $97 a year on a $10,000 investment.
Which performed better, AVS or SCHD?
Over the past year AVS returned -20.44% vs +30.01% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), AVS annualized -43.40% vs +14.75% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AVS or SCHD?
AVS has been the more volatile fund at 46.0% annualized versus 13.9% for SCHD. Worst drawdown: AVS -76.6% vs SCHD -16.1%.
Should I hold both AVS and SCHD?
AVS and SCHD have a monthly-return correlation of 0.31, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, AVS or SCHD?
AVS yields 3.58% while SCHD yields 3.13%, so AVS currently pays the higher dividend yield.
Is SCHD better than AVS?
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.