DRV vs SCHD
Direxion Daily Real Estate Bear 3X 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 | DRV | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.06% | 0.06% | |
| AUM | $24M | $103.7B | |
| Dividend Yield | 3.68% | 3.31% | |
| Holdings | 5 | 104 | |
| YTD Return | -31.06% | +24.26% | |
| 1Y Return | -26.32% | +31.38% | |
| 3Y Return (annualized) | -24.89% | +15.08% | |
| 5Y Return (annualized) | -15.17% | +9.72% | |
| Volatility (annualized) | 48.9% | 13.6% | |
| Max Drawdown | -100.0% | -33.4% | |
| Fund Family | Direxion Shares ETF Trust | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Jul 16, 2009 | Oct 20, 2011 |
DRV vs SCHD Performance
Direxion Daily Real Estate Bear 3X ETF (DRV) 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 DRV returned -26.32% while SCHD returned +31.38%. Year to date, DRV is down 31.06% versus a gain of 24.26% for SCHD.
Over three years, DRV compounded at -24.89% per year against +15.08% for SCHD; over five years the annualized figures are -15.17% and +9.72% respectively. Across the full 15-year window we track, SCHD has the edge at +11.39% annualized vs -42.97%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DRV has been the more volatile fund, with annualized monthly volatility of 48.9% 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 -100.0% for DRV 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 -0.64. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
DRV charges 1.06% per year while SCHD charges 0.06%. On a $10,000 position that is $106 vs $6 annually, a gap of $100 per year that compounds over a long holding period. On income, DRV currently yields 3.68% against 3.31% for SCHD.
Holdings Overlap
DRV and SCHD share 0 holdings out of 102 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, DRV or SCHD?
DRV has an expense ratio of 1.06% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $100 per year of difference.
Which performed better, DRV or SCHD?
Over the past year DRV returned -26.32% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), DRV annualized -42.97% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, DRV or SCHD?
DRV has been the more volatile fund at 48.9% annualized versus 13.6% for SCHD. Worst drawdown: DRV -100.0% vs SCHD -33.4%.
Should I hold both DRV and SCHD?
DRV and SCHD have a monthly-return correlation of -0.64, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DRV and SCHD?
DRV and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 102 unique securities.
Which pays a higher dividend, DRV or SCHD?
DRV yields 3.68% while SCHD yields 3.31%, so DRV currently pays the higher dividend yield.
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