GUSH vs SCHD
Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. GUSH delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | GUSH | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.94% | 0.06% | |
| AUM | $222M | $103.7B | |
| Dividend Yield | 1.54% | 3.31% | |
| Holdings | 58 | 104 | |
| YTD Return | +72.72% | +25.33% | |
| 1Y Return | +89.80% | +32.31% | |
| 3Y Return (annualized) | +1.25% | +15.40% | |
| 5Y Return (annualized) | +19.74% | +9.70% | |
| Volatility (annualized) | 102.9% | 13.6% | |
| Max Drawdown | -100.0% | -33.4% | |
| Fund Family | Direxion Shares ETF Trust | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | May 28, 2015 | Oct 20, 2011 |
GUSH vs SCHD Performance
Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X ETF (GUSH) 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 GUSH returned +89.80% while SCHD returned +32.31%. Year to date, GUSH is up 72.72% versus a gain of 25.33% for SCHD.
Over three years, GUSH compounded at +1.25% per year against +15.40% for SCHD; over five years the annualized figures are +19.74% and +9.70% respectively. Across the full 11-year window we track, SCHD has the edge at +11.45% annualized vs -42.21%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
GUSH has been the more volatile fund, with annualized monthly volatility of 102.9% 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 -100.0% for GUSH 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 0.60. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
GUSH charges 0.94% per year while SCHD charges 0.06%. On a $10,000 position that is $94 vs $6 annually, a gap of $88 per year that compounds over a long holding period. On income, GUSH currently yields 1.54% against 3.31% for SCHD.
Holdings Overlap
GUSH and SCHD share 7 holdings out of 147 unique holdings combined, representing a 7.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, GUSH or SCHD?
GUSH has an expense ratio of 0.94% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $88 per year of difference.
Which performed better, GUSH or SCHD?
Over the past year GUSH returned +89.80% vs +32.31% for SCHD, so GUSH leads on 1-year performance. Over the longest common window we track (11 years), GUSH annualized -42.21% vs +11.45% for SCHD. Past performance does not guarantee future results.
Which is riskier, GUSH or SCHD?
GUSH has been the more volatile fund at 102.9% annualized versus 13.6% for SCHD. Worst drawdown: GUSH -100.0% vs SCHD -33.4%.
Should I hold both GUSH and SCHD?
GUSH and SCHD have a monthly-return correlation of 0.60, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between GUSH and SCHD?
GUSH and SCHD share 7 common holdings with a 7.5% weight overlap. Combined, they hold 147 unique securities.
Which pays a higher dividend, GUSH or SCHD?
GUSH yields 1.54% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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