DRN vs SCHD
Direxion Daily Real Estate Bull 3X ETF vs Schwab US Dividend Equity ETF
Which is better, DRN or SCHD?
Trading-Leveraged Equity against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y, 5Y and the full window. SCHD is less concentrated, with 41.5% of the fund in its ten largest positions against 66.7%.
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 | DRN | SCHD |
|---|---|---|
| Expense Ratio | 0.98% | 0.06%Best |
| AUM | $43M | $112.2B |
| Dividend Yield | 1.87% | 3.13% |
| Holdings | 36 | 103 |
| YTD Return | +20.60% | +27.56%Best |
| 1Y Return | +9.84% | +30.29%Best |
| 3Y Return (annualized) | +8.45% | +16.37%Best |
| 5Y Return (annualized) | -15.02% | +10.23%Best |
| Volatility (annualized) | 50.6% | 13.6%Best |
| Max Drawdown | -86.3% | -33.4%Best |
| $10,000 over 5 years | $4,432 | $16,274Best |
| Top 10 Weight | 66.7% | 41.5%Best |
| Fund Family | Direxion Shares ETF Trust | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Equity | Large Cap Value |
| Inception | Jul 16, 2009 | Oct 20, 2011 |
Volatility and max drawdown are measured over the window both funds cover: Oct 20, 2011 to Sep 4, 2026 (14.9 years).
DRN 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 14.9 years both funds cover.
DRN vs SCHD Performance
Direxion Daily Real Estate Bull 3X ETF (DRN) 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 DRN returned +9.84% while SCHD returned +30.29%. Year to date, DRN is up 20.60% versus a gain of 27.56% for SCHD.
Over three years, DRN compounded at +8.45% per year against +16.37% for SCHD; over five years the annualized figures are -15.02% and +10.23% respectively. Across the full 15-year window we track, SCHD has the edge at +11.53% annualized vs +5.40%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DRN has been the more volatile fund, with annualized monthly volatility of 50.6% 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 -86.3% for DRN 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
DRN charges 0.98% per year while SCHD charges 0.06%. On a $10,000 position that is $98 vs $6 annually, a gap of $92 per year that compounds over a long holding period. On income, DRN currently yields 1.87% against 3.13% for SCHD.
Holdings Overlap
We hold position weights for 33 holdings in DRN and 100 in SCHD, totalling 100.8% 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 33 positions we hold weights for in DRN and 100 in SCHD, against full books of 36 and 103.
What only one of them owns
Measured across the 33 and 100 positions we hold weights for.
SCHD holds 99 positions DRN does not, 99.9% of the fund.
Largest: ABT 4.70%, AMGN 4.62%, HD 4.32%, MRK 4.26%, KO 4.20%
You are not choosing between two funds in isolation.
Whichever of DRN 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, DRN or SCHD?
DRN has an expense ratio of 0.98% while SCHD charges 0.06%. SCHD is the cheaper option, by $92 a year on a $10,000 investment.
Which performed better, DRN or SCHD?
Over the past year DRN returned +9.84% vs +30.29% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), DRN annualized +5.40% vs +11.53% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DRN or SCHD?
DRN has been the more volatile fund at 50.6% annualized versus 13.6% for SCHD. Worst drawdown: DRN -86.3% vs SCHD -33.4%.
Should I hold both DRN and SCHD?
DRN 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.
Which pays a higher dividend, DRN or SCHD?
DRN yields 1.87% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
Is SCHD better than DRN?
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y, 5Y and the full window. SCHD is less concentrated, with 41.5% of the fund in its ten largest positions against 66.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.