EDC vs SCHD
Direxion Daily MSCI Emerging Markets Bull 3X ETF vs Schwab US Dividend Equity ETF
Which is better, EDC or SCHD?
Trading-Leveraged Equity against Large Cap Value.
SCHD has a lower expense ratio. EDC led over 1Y and 3Y, SCHD over 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 | EDC | SCHD |
|---|---|---|
| Expense Ratio | 1.09% | 0.06%Best |
| AUM | $182M | $112.2B |
| Dividend Yield | 1.52% | 3.13% |
| Holdings | 10 | 103 |
| YTD Return | +45.80%Best | +27.56% |
| 1Y Return | +105.91%Best | +30.29% |
| 3Y Return (annualized) | +47.55%Best | +16.37% |
| 5Y Return (annualized) | -0.20% | +10.23%Best |
| Volatility (annualized) | 51.9% | 13.6%Best |
| Max Drawdown | -87.4% | -33.4%Best |
| $10,000 over 5 years | $9,900 | $16,274Best |
| Fund Family | Direxion Shares ETF Trust | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Equity | Large Cap Value |
| Inception | Dec 17, 2008 | 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 4, 2026 (14.9 years).
EDC 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.
EDC vs SCHD Performance
Direxion Daily MSCI Emerging Markets Bull 3X ETF (EDC) 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 EDC returned +105.91% while SCHD returned +30.29%. Year to date, EDC is up 45.80% versus a gain of 27.56% for SCHD.
Over three years, EDC compounded at +47.55% per year against +16.37% for SCHD; over five years the annualized figures are -0.20% and +10.23% respectively. Across the full 15-year window we track, SCHD has the edge at +11.53% annualized vs -0.75%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EDC has been the more volatile fund, with annualized monthly volatility of 51.9% 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 -87.4% for EDC 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 0.58. They move together some of the time, and apart the rest.
Fees and Cost Over Time
EDC charges 1.09% per year while SCHD charges 0.06%. On a $10,000 position that is $109 vs $6 annually, a gap of $103 per year that compounds over a long holding period. On income, EDC currently yields 1.52% against 3.13% for SCHD.
Holdings Overlap
We hold position weights for 3 holdings in EDC and 100 in SCHD, totalling 85.2% 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 3 positions we hold weights for in EDC and 100 in SCHD, against full books of 10 and 103.
You are not choosing between two funds in isolation.
Whichever of EDC 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, EDC or SCHD?
EDC has an expense ratio of 1.09% while SCHD charges 0.06%. SCHD is the cheaper option, by $103 a year on a $10,000 investment.
Which performed better, EDC or SCHD?
Over the past year EDC returned +105.91% vs +30.29% for SCHD, so EDC leads on 1-year performance. Over the longest common window we track (15 years), EDC annualized -0.75% vs +11.53% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EDC or SCHD?
EDC has been the more volatile fund at 51.9% annualized versus 13.6% for SCHD. Worst drawdown: EDC -87.4% vs SCHD -33.4%.
Should I hold both EDC and SCHD?
EDC and SCHD have a monthly-return correlation of 0.58, 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, EDC or SCHD?
EDC yields 1.52% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
Is SCHD better than EDC?
SCHD has a lower expense ratio. EDC led over 1Y and 3Y, SCHD over 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.