GGLS vs SCHD

Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: SCHD

Side-by-Side Comparison

MetricGGLSSCHDWinner
Expense Ratio1.02%0.06%
AUM$23M$103.7B
Dividend Yield29.89%3.31%
Holdings6104
YTD Return-11.75%+25.58%
1Y Return-44.12%+31.06%
3Y Return (annualized)-29.59%+15.55%
5Y Return (annualized)-+9.61%
Volatility (annualized)29.3%13.6%
Max Drawdown-81.2%-33.4%
Fund FamilyDirexion Shares ETF TrustCharles Schwab Asset Management
CategoryAlternativeEquity
InceptionSep 7, 2022Oct 20, 2011

GGLS vs SCHD Performance

Direxion Daily GOOGL Bear 1X ETF (GGLS) 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 GGLS returned -44.12% while SCHD returned +31.06%. Year to date, GGLS is down 11.75% versus a gain of 25.58% for SCHD.

Over three years, GGLS compounded at -29.59% per year against +15.55% for SCHD. Across the full 4-year window we track, SCHD has the edge at +11.46% annualized vs -28.22%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GGLS has been the more volatile fund, with annualized monthly volatility of 29.3% 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 -81.2% for GGLS 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 -0.06. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

GGLS charges 1.02% per year while SCHD charges 0.06%. On a $10,000 position that is $102 vs $6 annually, a gap of $96 per year that compounds over a long holding period. On income, GGLS currently yields 29.89% against 3.31% for SCHD.

Holdings Overlap

0.0%overlap

GGLS 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, GGLS or SCHD?

GGLS has an expense ratio of 1.02% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $96 per year of difference.

Which performed better, GGLS or SCHD?

Over the past year GGLS returned -44.12% vs +31.06% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (4 years), GGLS annualized -28.22% vs +11.46% for SCHD. Past performance does not guarantee future results.

Which is riskier, GGLS or SCHD?

GGLS has been the more volatile fund at 29.3% annualized versus 13.6% for SCHD. Worst drawdown: GGLS -81.2% vs SCHD -33.4%.

Should I hold both GGLS and SCHD?

GGLS and SCHD have a monthly-return correlation of -0.06, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GGLS and SCHD?

GGLS and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 103 unique securities.

Which pays a higher dividend, GGLS or SCHD?

GGLS yields 29.89% while SCHD yields 3.31%, so GGLS currently pays the higher dividend yield.

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