JDST vs SCHD
Direxion Daily Junior Gold Miners Index 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 | JDST | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.92% | 0.06% | |
| AUM | $31M | $108.7B | |
| Dividend Yield | 5.95% | 3.13% | |
| Holdings | 6 | 104 | |
| YTD Return | -49.39% | +26.54% | |
| 1Y Return | -83.54% | +30.90% | |
| 3Y Return (annualized) | -72.98% | +16.29% | |
| 5Y Return (annualized) | -58.42% | +9.65% | |
| Volatility (annualized) | 96.3% | 13.6% | |
| Max Drawdown | -100.0% | -33.4% | |
| Fund Family | Direxion Shares ETF Trust | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Oct 3, 2013 | Oct 20, 2011 |
JDST vs SCHD Performance
Direxion Daily Junior Gold Miners Index Bear 2X ETF (JDST) 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 JDST returned -83.54% while SCHD returned +30.90%. Year to date, JDST is down 49.39% versus a gain of 26.54% for SCHD.
Over three years, JDST compounded at -72.98% per year against +16.29% for SCHD; over five years the annualized figures are -58.42% and +9.65% respectively. Across the full 13-year window we track, SCHD has the edge at +11.51% annualized vs -70.04%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JDST has been the more volatile fund, with annualized monthly volatility of 96.3% 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 -100.0% for JDST 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 -0.13. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JDST charges 0.92% per year while SCHD charges 0.06%. On a $10,000 position that is $92 vs $6 annually, a gap of $86 per year that compounds over a long holding period. On income, JDST currently yields 5.95% against 3.13% for SCHD.
Holdings Overlap
JDST and SCHD share 0 holdings out of 102 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, JDST or SCHD?
JDST has an expense ratio of 0.92% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $86 per year of difference.
Which performed better, JDST or SCHD?
Over the past year JDST returned -83.54% vs +30.90% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (13 years), JDST annualized -70.04% vs +11.51% for SCHD. Past performance does not guarantee future results.
Which is riskier, JDST or SCHD?
JDST has been the more volatile fund at 96.3% annualized versus 13.6% for SCHD. Worst drawdown: JDST -100.0% vs SCHD -33.4%.
Should I hold both JDST and SCHD?
JDST and SCHD have a monthly-return correlation of -0.13, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JDST and SCHD?
JDST and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 102 unique securities.
Which pays a higher dividend, JDST or SCHD?
JDST yields 5.95% while SCHD yields 3.13%, so JDST currently pays the higher dividend yield.
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