AVS vs SCHD
Direxion Daily AVGO Bear 1X 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 104 holdings.
Side-by-Side Comparison
| Metric | AVS | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.03% | 0.06% | |
| AUM | $8M | $108.7B | |
| Dividend Yield | 3.58% | 3.13% | |
| Holdings | 8 | 104 | |
| YTD Return | -17.15% | +26.50% | |
| 1Y Return | -32.19% | +31.25% | |
| 3Y Return (annualized) | - | +16.34% | |
| 5Y Return (annualized) | - | +10.10% | |
| Volatility (annualized) | 46.7% | 13.6% | |
| Max Drawdown | -76.6% | -33.4% | |
| Fund Family | Direxion Shares ETF Trust | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Oct 10, 2024 | Oct 20, 2011 |
AVS vs SCHD Performance
Direxion Daily AVGO Bear 1X ETF (AVS) is a ETF from Direxion Shares ETF Trust and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year AVS returned -32.19% while SCHD returned +31.25%. Year to date, AVS is down 17.15% versus a gain of 26.50% for SCHD.
Risk: Volatility and Drawdowns
AVS has been the more volatile fund, with annualized monthly volatility of 46.7% 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 -76.6% for AVS 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 0.32. They move independently enough that combining them can meaningfully diversify a portfolio.
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
AVS and SCHD share 0 holdings out of 104 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, AVS or SCHD?
AVS has an expense ratio of 1.03% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $97 per year of difference.
Which performed better, AVS or SCHD?
Over the past year AVS returned -32.19% vs +31.25% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), AVS annualized -45.23% vs +11.50% for SCHD. Past performance does not guarantee future results.
Which is riskier, AVS or SCHD?
AVS has been the more volatile fund at 46.7% annualized versus 13.6% for SCHD. Worst drawdown: AVS -76.6% vs SCHD -33.4%.
Should I hold both AVS and SCHD?
AVS and SCHD have a monthly-return correlation of 0.32, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AVS and SCHD?
AVS and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 104 unique securities.
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.
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