DUST vs SCHD
Direxion Daily Gold Miners Index Bear 2X ETF vs Schwab US Dividend Equity ETF
Which is better, DUST or SCHD?
Trading-Inverse Equity against Large Cap Value.
SCHD has a lower expense ratio. SCHD 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 | DUST | SCHD |
|---|---|---|
| Expense Ratio | 0.94% | 0.06%Best |
| AUM | $119M | $112.2B |
| Dividend Yield | 4.37% | 3.13% |
| Holdings | 7 | 103 |
| YTD Return | -57.91% | +28.59%Best |
| 1Y Return | -79.18% | +31.77%Best |
| 3Y Return (annualized) | -70.35% | +16.70%Best |
| 5Y Return (annualized) | -54.96% | +10.09%Best |
| Volatility (annualized) | 91.5% | 13.6%Best |
| Max Drawdown | - | -33.4% |
| $10,000 over 5 years | $185 | $16,171Best |
| Fund Family | Direxion Shares ETF Trust | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Trading-Inverse Equity | Large Cap Value |
| Inception | Dec 8, 2010 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Oct 20, 2011 to Sep 3, 2026 (14.9 years).
DUST 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.
DUST vs SCHD Performance
Direxion Daily Gold Miners Index Bear 2X ETF (DUST) 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 DUST returned -79.18% while SCHD returned +31.77%. Year to date, DUST is down 57.91% versus a gain of 28.59% for SCHD.
Over three years, DUST compounded at -70.35% per year against +16.70% for SCHD; over five years the annualized figures are -54.96% and +10.09% respectively. Across the full 15-year window we track, SCHD has the edge at +11.59% annualized vs -52.88%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DUST has been the more volatile fund, with annualized monthly volatility of 91.5% compared with 13.6% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The two funds' monthly returns correlate at -0.12. They move largely independently of each other.
Fees and Cost Over Time
DUST charges 0.94% per year while SCHD charges 0.06%. On a $10,000 position that is $94 vs $6 annually, a gap of $88 per year that compounds over a long holding period. On income, DUST currently yields 4.37% against 3.13% for SCHD.
Holdings Overlap
We hold position weights for 2 holdings in DUST and 100 in SCHD, totalling 107.9% 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 2 positions we hold weights for in DUST and 100 in SCHD, against full books of 7 and 103.
You are not choosing between two funds in isolation.
Whichever of DUST 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, DUST or SCHD?
DUST has an expense ratio of 0.94% while SCHD charges 0.06%. SCHD is the cheaper option, by $88 a year on a $10,000 investment.
Which performed better, DUST or SCHD?
Over the past year DUST returned -79.18% vs +31.77% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), DUST annualized -52.88% vs +11.59% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DUST or SCHD?
DUST has been the more volatile fund at 91.5% annualized versus 13.6% for SCHD.
Should I hold both DUST and SCHD?
DUST and SCHD have a monthly-return correlation of -0.12, 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, DUST or SCHD?
DUST yields 4.37% while SCHD yields 3.13%, so DUST currently pays the higher dividend yield.
Is SCHD better than DUST?
SCHD has a lower expense ratio. SCHD 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.