ERX vs SCHD

ERX vs SCHD

Which is better, ERX or SCHD?

Trading-Leveraged Equity against Large Cap Value.

SCHD has a lower expense ratio. ERX led over 1Y, 3Y and 5Y, SCHD over the full window. SCHD is less concentrated, with 41.5% of the fund in its ten largest positions against 75.7%.

Lower Fees: SCHDHigher Returns: splitLess Concentrated: SCHD

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

MetricERXSCHD
Expense Ratio0.91%0.06%Best
AUM$241M$112.2B
Dividend Yield1.49%3.13%
Holdings29103
YTD Return+88.39%Best+27.56%
1Y Return+98.80%Best+30.29%
3Y Return (annualized)+19.51%Best+16.37%
5Y Return (annualized)+40.86%Best+10.23%
Volatility (annualized)63.8%13.6%Best
Max Drawdown--33.4%
$10,000 over 5 years$55,455Best$16,274
Top 10 Weight75.7%41.5%Best
Fund FamilyDirexion Shares ETF TrustCharles Schwab Asset Management
CategoryAlternativeEquity
StyleTrading-Leveraged EquityLarge Cap Value
InceptionNov 6, 2008Oct 20, 2011

Volatility and max drawdown are measured over the window both funds cover: Oct 20, 2011 to Sep 4, 2026 (14.9 years).

ERX 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.

ERX vs SCHD Performance

Direxion Daily Energy Bull 2X ETF (ERX) 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 ERX returned +98.80% while SCHD returned +30.29%. Year to date, ERX is up 88.39% versus a gain of 27.56% for SCHD.

Over three years, ERX compounded at +19.51% per year against +16.37% for SCHD; over five years the annualized figures are +40.86% and +10.23% respectively. Across the full 15-year window we track, SCHD has the edge at +11.53% annualized vs -8.25%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ERX has been the more volatile fund, with annualized monthly volatility of 63.8% 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 0.70. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

ERX charges 0.91% per year while SCHD charges 0.06%. On a $10,000 position that is $91 vs $6 annually, a gap of $85 per year that compounds over a long holding period. On income, ERX currently yields 1.49% against 3.13% for SCHD.

Holdings Overlap

ERX already in SCHD27.1%
SCHD already in ERX13.9%

27.1% of ERX's money is in holdings SCHD also owns. 13.9% of SCHD's money is in holdings ERX also owns.

ERX and SCHD share little of their money.

7 positions in common, counted across the 23 positions we hold weights for in ERX and 100 in SCHD, against full books of 29 and 103.

What only one of them owns

Our book lists 92 positions for SCHD that do not appear in our book for ERX (86.0% of the fund), and 16 for ERX that do not appear in SCHD (73.3%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in ERXWeight in SCHDDifference
CVXChevron Corp10.83%3.74%7.09%
COPConocophillips Common Stock USD 0.014.37%3.59%0.78%
SLBSchlumberger Nv.3.25%1.89%1.36%
EOGEog Resources Inc3.22%1.80%1.42%
OKEOneok Inc.2.51%1.36%1.15%
DVNDevon Energy Corporation2.31%1.24%1.07%
APAApa Corp0.58%0.33%0.25%

27.1% of ERX is already inside SCHD.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

ERXSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ERX or SCHD?

ERX has an expense ratio of 0.91% while SCHD charges 0.06%. SCHD is the cheaper option, by $85 a year on a $10,000 investment.

Which performed better, ERX or SCHD?

Over the past year ERX returned +98.80% vs +30.29% for SCHD, so ERX leads on 1-year performance. Over the longest common window we track (15 years), ERX annualized -8.25% vs +11.53% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ERX or SCHD?

ERX has been the more volatile fund at 63.8% annualized versus 13.6% for SCHD.

Should I hold both ERX and SCHD?

ERX and SCHD have a monthly-return correlation of 0.70, 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 ERX and SCHD?

27.1% of ERX's money is in holdings SCHD also owns. 13.9% of SCHD's is in holdings ERX also owns. They hold 7 positions in common, counted across the 23 positions we hold weights for in ERX and 100 in SCHD.

Which pays a higher dividend, ERX or SCHD?

ERX yields 1.49% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.

Is SCHD better than ERX?

SCHD has a lower expense ratio. ERX led over 1Y, 3Y and 5Y, SCHD over the full window. SCHD is less concentrated, with 41.5% of the fund in its ten largest positions against 75.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.