DPST vs SCHD
Direxion Daily Regional Banks Bull 3X ETF vs Schwab US Dividend Equity ETF
Which is better, DPST or SCHD?
Trading-Leveraged Equity against Large Cap Value.
SCHD has a lower expense ratio. DPST led over 3Y, SCHD over 1Y, 5Y 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 | DPST | SCHD |
|---|---|---|
| Expense Ratio | 0.92% | 0.06%Best |
| AUM | $329M | $112.1B |
| Dividend Yield | 1.68% | 3.00% |
| Holdings | 172 | 103 |
| YTD Return | +12.51% | +21.99%Best |
| 1Y Return | +11.71% | +25.92%Best |
| 3Y Return (annualized) | +30.77%Best | +15.66% |
| 5Y Return (annualized) | -20.85% | +9.48%Best |
| Volatility (annualized) | 82.2% | 14.9%Best |
| Max Drawdown | -97.8% | -33.4%Best |
| $10,000 over 5 years | $3,106 | $15,728Best |
| Fund Family | Direxion Shares ETF Trust | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Equity | Large Cap Value |
| Inception | Aug 19, 2015 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Aug 19, 2015 to Sep 23, 2026 (11.1 years).
DPST 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 11.1 years both funds cover.
DPST vs SCHD Performance
Direxion Daily Regional Banks Bull 3X ETF (DPST) 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 DPST returned +11.71% while SCHD returned +25.92%. Year to date, DPST is up 12.51% versus a gain of 21.99% for SCHD.
Over three years, DPST compounded at +30.77% per year against +15.66% for SCHD; over five years the annualized figures are -20.85% and +9.48% respectively. Across the full 11-year window we track, SCHD has the edge at +10.95% annualized vs -14.98%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DPST has been the more volatile fund, with annualized monthly volatility of 82.2% compared with 14.9% 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 -97.8% for DPST and -33.4% 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 0.66. They move together some of the time, and apart the rest.
Fees and Cost Over Time
DPST charges 0.92% per year while SCHD charges 0.06%. On a $10,000 position that is $92 vs $6 annually, a gap of $86 per year that compounds over a long holding period. On income, DPST currently yields 1.68% against 3.00% for SCHD.
Holdings Overlap
At least 1.9% of SCHD's money is in holdings DPST also owns.
Stated as a floor: for DPST, our book for it covers 86.0% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
SCHD and DPST share little of their money.
19 positions in common, counted across the 161 positions we hold weights for in DPST and 100 in SCHD, against full books of 172 and 103.
Top Shared Holdings
| Stock | Weight in DPST | Weight in SCHD | Difference |
|---|---|---|---|
| RFRegions Financial Corp. | 0.96% | 0.62% | 0.34% |
| EWBCEast West Bancorp, Inc. | 0.93% | 0.42% | 0.51% |
| COLBColumbia Banking System Inc Common Stock | 0.90% | 0.21% | 0.69% |
| OZKBank Ozk | 0.89% | 0.12% | 0.77% |
| CVBFCvb Financial Corp. | 0.79% | 0.09% | 0.70% |
| BANRBanner Corp_None_0 | 0.42% | 0.06% | 0.36% |
| CHCOCity Holding Co Common Stock Usd2.5 | 0.37% | 0.05% | 0.32% |
| NBHCNational Bank Holdings Corp Class A | 0.37% | 0.05% | 0.32% |
| OFG:PROfg Bancorp Common Stock | 0.32% | 0.05% | 0.27% |
| STBAS&T Bancorp Inc | 0.28% | 0.04% | 0.24% |
You are not choosing between two funds in isolation.
Whichever of DPST 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, DPST or SCHD?
DPST has an expense ratio of 0.92% while SCHD charges 0.06%. SCHD is the cheaper option, by $86 a year on a $10,000 investment.
Which performed better, DPST or SCHD?
Over the past year DPST returned +11.71% vs +25.92% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (11 years), DPST annualized -14.98% vs +10.95% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DPST or SCHD?
DPST has been the more volatile fund at 82.2% annualized versus 14.9% for SCHD. Worst drawdown: DPST -97.8% vs SCHD -33.4%.
Should I hold both DPST and SCHD?
DPST and SCHD have a monthly-return correlation of 0.66, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between DPST and SCHD?
At least 1.9% of SCHD's money is in holdings DPST also owns. Our book for DPST is partial, so the real figure is this or higher. They hold 19 positions in common, counted across the 161 positions we hold weights for in DPST and 100 in SCHD.
Which pays a higher dividend, DPST or SCHD?
DPST yields 1.68% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than DPST?
SCHD has a lower expense ratio. DPST led over 3Y, SCHD over 1Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.