FRDU vs SCHD

FRDU vs SCHD

Which is better, FRDU or SCHD?

Trading-Leveraged Equity against Large Cap Value.

SCHD has a lower expense ratio.

Lower Fees: 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

MetricFRDUSCHD
Expense Ratio1.06%0.06%Best
AUM$2M$112.1B
Dividend Yield2.45%3.00%
Holdings9103
Top 10 Weight-41.8%
Fund FamilyDirexion Shares ETF TrustCharles Schwab Asset Management
CategoryAlternativeEquity
StyleTrading-Leveraged EquityLarge Cap Value
InceptionJul 23, 2025Oct 20, 2011

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.

The two price series end 152 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. FRDU has data through Apr 10, 2026 and SCHD through Sep 9, 2026.

Fees and Cost Over Time

FRDU charges 1.06% per year while SCHD charges 0.06%. On a $10,000 position that is $106 vs $6 annually, a gap of $100 per year that compounds over a long holding period. On income, FRDU currently yields 2.45% against 3.00% for SCHD.

Holdings Overlap

FRDU already in SCHD13.1%
SCHD already in FRDU1.3%

13.1% of FRDU's money is in holdings SCHD also owns. 1.3% of SCHD's money is in holdings FRDU also owns.

FRDU and SCHD share little of their money.

The two holdings books were reported 213 days apart, FRDU as of Jan 30, 2026 and SCHD as of Aug 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.

1 positions in common, counted across the 5 positions we hold weights for in FRDU and 100 in SCHD, against full books of 9 and 103.

What only one of them owns

Our book lists 98 positions for SCHD that do not appear in our book for FRDU (98.6% of the fund), and 4 for FRDU that do not appear in SCHD (86.0%).

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 FRDUWeight in SCHDDifference
FFord Motor Co.13.09%1.33%11.76%

You are not choosing between two funds in isolation.

Whichever of FRDU and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

FRDUSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FRDU or SCHD?

FRDU has an expense ratio of 1.06% while SCHD charges 0.06%. SCHD is the cheaper option, by $100 a year on a $10,000 investment.

What is the holdings overlap between FRDU and SCHD?

13.1% of FRDU's money is in holdings SCHD also owns. 1.3% of SCHD's is in holdings FRDU also owns. They hold 1 positions in common, counted across the 5 positions we hold weights for in FRDU and 100 in SCHD.

Which pays a higher dividend, FRDU or SCHD?

FRDU yields 2.45% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than FRDU?

SCHD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.