ERY vs SCHD
Direxion Daily Energy 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 104 holdings.
Side-by-Side Comparison
| Metric | ERY | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.99% | 0.06% | |
| AUM | $39M | $108.7B | |
| Dividend Yield | 3.49% | 3.13% | |
| Holdings | 7 | 104 | |
| YTD Return | -49.37% | +26.54% | |
| 1Y Return | -56.55% | +30.90% | |
| 3Y Return (annualized) | -26.41% | +16.29% | |
| 5Y Return (annualized) | -42.19% | +9.65% | |
| Volatility (annualized) | 59.6% | 13.6% | |
| Max Drawdown | -100.0% | -33.4% | |
| Fund Family | Direxion Shares ETF Trust | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Nov 6, 2008 | Oct 20, 2011 |
ERY vs SCHD Performance
Direxion Daily Energy Bear 2X ETF (ERY) 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 ERY returned -56.55% while SCHD returned +30.90%. Year to date, ERY is down 49.37% versus a gain of 26.54% for SCHD.
Over three years, ERY compounded at -26.41% per year against +16.29% for SCHD; over five years the annualized figures are -42.19% and +9.65% respectively. Across the full 15-year window we track, SCHD has the edge at +11.51% annualized vs -40.26%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ERY has been the more volatile fund, with annualized monthly volatility of 59.6% 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 ERY 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 -0.69. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
ERY charges 0.99% per year while SCHD charges 0.06%. On a $10,000 position that is $99 vs $6 annually, a gap of $93 per year that compounds over a long holding period. On income, ERY currently yields 3.49% against 3.13% for SCHD.
Holdings Overlap
ERY and SCHD share 0 holdings out of 103 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, ERY or SCHD?
ERY has an expense ratio of 0.99% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $93 per year of difference.
Which performed better, ERY or SCHD?
Over the past year ERY returned -56.55% vs +30.90% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), ERY annualized -40.26% vs +11.51% for SCHD. Past performance does not guarantee future results.
Which is riskier, ERY or SCHD?
ERY has been the more volatile fund at 59.6% annualized versus 13.6% for SCHD. Worst drawdown: ERY -100.0% vs SCHD -33.4%.
Should I hold both ERY and SCHD?
ERY and SCHD have a monthly-return correlation of -0.69, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ERY and SCHD?
ERY and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 103 unique securities.
Which pays a higher dividend, ERY or SCHD?
ERY yields 3.49% while SCHD yields 3.13%, so ERY currently pays the higher dividend yield.
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