DUSL vs SCHD
Direxion Daily Industrials Bull 3X ETF vs Schwab US Dividend Equity ETF
Which is better, DUSL or SCHD?
Trading-Leveraged Equity against Large Cap Value.
SCHD has a lower expense ratio. DUSL led over 1Y, 3Y, 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 | DUSL | SCHD |
|---|---|---|
| Expense Ratio | 0.97% | 0.06%Best |
| AUM | $49M | $112.2B |
| Dividend Yield | 8.08% | 3.13% |
| Holdings | 89 | 103 |
| YTD Return | +20.69% | +27.56%Best |
| 1Y Return | +33.95%Best | +30.29% |
| 3Y Return (annualized) | +40.46%Best | +16.37% |
| 5Y Return (annualized) | +19.28%Best | +10.23% |
| Volatility (annualized) | 59.8% | 15.7%Best |
| Max Drawdown | -86.1% | -33.4%Best |
| $10,000 over 5 years | $24,146Best | $16,274 |
| Fund Family | Direxion Shares ETF Trust | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Equity | Large Cap Value |
| Inception | May 3, 2017 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: May 3, 2017 to Sep 4, 2026 (9.3 years).
DUSL 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 9.3 years both funds cover.
DUSL vs SCHD Performance
Direxion Daily Industrials Bull 3X ETF (DUSL) 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 DUSL returned +33.95% while SCHD returned +30.29%. Year to date, DUSL is up 20.69% versus a gain of 27.56% for SCHD.
Over three years, DUSL compounded at +40.46% per year against +16.37% for SCHD; over five years the annualized figures are +19.28% and +10.23% respectively. Across the full 9-year window we track, DUSL has the edge at +16.57% annualized vs +11.80%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DUSL has been the more volatile fund, with annualized monthly volatility of 59.8% compared with 15.7% 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 -86.1% for DUSL 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 0.86. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DUSL charges 0.97% per year while SCHD charges 0.06%. On a $10,000 position that is $97 vs $6 annually, a gap of $91 per year that compounds over a long holding period. On income, DUSL currently yields 8.08% against 3.13% for SCHD.
Holdings Overlap
At least 11.1% of SCHD's money is in holdings DUSL also owns.
Stated as a floor: for DUSL, our book for it covers 94.3% 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 DUSL share little of their money.
7 positions in common, counted across the 85 positions we hold weights for in DUSL and 100 in SCHD, against full books of 89 and 103.
Top Shared Holdings
| Stock | Weight in DUSL | Weight in SCHD | Difference |
|---|---|---|---|
| LMTLockheed Martin Corp | 1.41% | 2.99% | 1.58% |
| ADPAutomatic Data Processing, Inc. | 1.27% | 2.72% | 1.45% |
| UPSUnited Parcel Service, Inc | 0.96% | 1.95% | 0.99% |
| FASTFastenal Co. | 0.67% | 1.49% | 0.82% |
| PAYXPaychex, Inc. | 0.45% | 0.97% | 0.52% |
| SNASnap-On Inc | 0.26% | 0.54% | 0.28% |
| BRBroadridge Financial Solutions, Inc. | 0.23% | 0.48% | 0.25% |
You are not choosing between two funds in isolation.
Whichever of DUSL 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, DUSL or SCHD?
DUSL has an expense ratio of 0.97% while SCHD charges 0.06%. SCHD is the cheaper option, by $91 a year on a $10,000 investment.
Which performed better, DUSL or SCHD?
Over the past year DUSL returned +33.95% vs +30.29% for SCHD, so DUSL leads on 1-year performance. Over the longest common window we track (9 years), DUSL annualized +16.57% vs +11.80% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DUSL or SCHD?
DUSL has been the more volatile fund at 59.8% annualized versus 15.7% for SCHD. Worst drawdown: DUSL -86.1% vs SCHD -33.4%.
Should I hold both DUSL and SCHD?
DUSL and SCHD have a monthly-return correlation of 0.86, 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 DUSL and SCHD?
At least 11.1% of SCHD's money is in holdings DUSL also owns. Our book for DUSL is partial, so the real figure is this or higher. They hold 7 positions in common, counted across the 85 positions we hold weights for in DUSL and 100 in SCHD.
Which pays a higher dividend, DUSL or SCHD?
DUSL yields 8.08% while SCHD yields 3.13%, so DUSL currently pays the higher dividend yield.
Is SCHD better than DUSL?
SCHD has a lower expense ratio. DUSL led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.