DUST vs SCHD
Direxion Daily Gold Miners Index Bear 2X 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 | DUST | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.94% | 0.06% | |
| AUM | $71M | $103.7B | |
| Dividend Yield | 4.36% | 3.31% | |
| Holdings | 7 | 104 | |
| YTD Return | -44.45% | +25.58% | |
| 1Y Return | -78.16% | +31.06% | |
| 3Y Return (annualized) | -67.11% | +15.55% | |
| 5Y Return (annualized) | -53.20% | +9.61% | |
| Volatility (annualized) | 90.0% | 13.6% | |
| Max Drawdown | -100.0% | -33.4% | |
| Fund Family | Direxion Shares ETF Trust | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Dec 8, 2010 | Oct 20, 2011 |
DUST vs SCHD Performance
Direxion Daily Gold Miners Index Bear 2X ETF (DUST) 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 DUST returned -78.16% while SCHD returned +31.06%. Year to date, DUST is down 44.45% versus a gain of 25.58% for SCHD.
Over three years, DUST compounded at -67.11% per year against +15.55% for SCHD; over five years the annualized figures are -53.20% and +9.61% respectively. Across the full 15-year window we track, SCHD has the edge at +11.46% annualized vs -50.18%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DUST has been the more volatile fund, with annualized monthly volatility of 90.0% 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 DUST 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 -0.12. They move independently enough that combining them can meaningfully diversify a portfolio.
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 4.36% against 3.31% for SCHD.
Holdings Overlap
DUST 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, DUST or SCHD?
DUST has an expense ratio of 0.94% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $88 per year of difference.
Which performed better, DUST or SCHD?
Over the past year DUST returned -78.16% vs +31.06% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), DUST annualized -50.18% vs +11.46% for SCHD. Past performance does not guarantee future results.
Which is riskier, DUST or SCHD?
DUST has been the more volatile fund at 90.0% annualized versus 13.6% for SCHD. Worst drawdown: DUST -100.0% vs SCHD -33.4%.
Should I hold both DUST and SCHD?
DUST and SCHD have a monthly-return correlation of -0.12, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DUST and SCHD?
DUST and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 102 unique securities.
Which pays a higher dividend, DUST or SCHD?
DUST yields 4.36% while SCHD yields 3.31%, so DUST currently pays the higher dividend yield.
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