CCUP vs SCHD
CCUP vs SCHD
T-REX 2X Long CRCL 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 100 holdings.
Side-by-Side Comparison
| Metric | CCUP | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.50% | 0.06% | |
| AUM | $35M | $103.7B | |
| Dividend Yield | 0.00% | 3.31% | |
| Holdings | 3 | 104 | |
| YTD Return | -67.40% | +24.26% | |
| 1Y Return | -93.93% | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 127.3% | 13.6% | |
| Max Drawdown | -95.1% | -33.4% | |
| Fund Family | REX Shares | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Aug 11, 2025 | Oct 20, 2011 |
CCUP vs SCHD Performance
T-REX 2X Long CRCL Daily Target ETF (CCUP) 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 CCUP returned -93.93% while SCHD returned +31.38%. Year to date, CCUP is down 67.40% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
CCUP has been the more volatile fund, with annualized monthly volatility of 127.3% 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 -95.1% for CCUP 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 0.06. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
CCUP 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, CCUP currently yields 0.00% against 3.31% for SCHD.
Holdings Overlap
CCUP 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, CCUP or SCHD?
CCUP 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, CCUP or SCHD?
Over the past year CCUP returned -93.93% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results.
Which is riskier, CCUP or SCHD?
CCUP has been the more volatile fund at 127.3% annualized versus 13.6% for SCHD. Worst drawdown: CCUP -95.1% vs SCHD -33.4%.
Should I hold both CCUP and SCHD?
CCUP and SCHD have a monthly-return correlation of 0.06, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CCUP and SCHD?
CCUP and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, CCUP or SCHD?
CCUP yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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