DJTU vs SCHD
T-REX 2X Long DJT 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 | DJTU | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.05% | 0.06% | |
| AUM | $13M | $103.7B | |
| Dividend Yield | 0.00% | 3.31% | |
| Holdings | 4 | 104 | |
| YTD Return | +176.83% | +25.62% | |
| 1Y Return | +23.00% | +32.62% | |
| 3Y Return (annualized) | - | +15.58% | |
| 5Y Return (annualized) | - | +9.63% | |
| Volatility (annualized) | 1226.4% | 13.6% | |
| Max Drawdown | -97.0% | -33.4% | |
| Fund Family | REX Shares | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Mar 4, 2025 | Oct 20, 2011 |
DJTU vs SCHD Performance
T-REX 2X Long DJT Daily Target ETF (DJTU) 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 DJTU returned +23.00% while SCHD returned +32.62%. Year to date, DJTU is up 176.83% versus a gain of 25.62% for SCHD.
Risk: Volatility and Drawdowns
DJTU has been the more volatile fund, with annualized monthly volatility of 1226.4% 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 -97.0% for DJTU 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
DJTU 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, DJTU currently yields 0.00% against 3.31% for SCHD.
Holdings Overlap
DJTU 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, DJTU or SCHD?
DJTU 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, DJTU or SCHD?
Over the past year DJTU returned +23.00% vs +32.62% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), DJTU annualized -37.38% vs +11.47% for SCHD. Past performance does not guarantee future results.
Which is riskier, DJTU or SCHD?
DJTU has been the more volatile fund at 1226.4% annualized versus 13.6% for SCHD. Worst drawdown: DJTU -97.0% vs SCHD -33.4%.
Should I hold both DJTU and SCHD?
DJTU 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 DJTU and SCHD?
DJTU and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, DJTU or SCHD?
DJTU yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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