NFXS vs SCHD
Direxion Daily NFLX Bear 1X ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. NFXS delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | NFXS | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.03% | 0.06% | |
| AUM | $5M | $103.7B | |
| Dividend Yield | 2.80% | 3.31% | |
| Holdings | 12 | 104 | |
| YTD Return | +16.25% | +25.62% | |
| 1Y Return | +54.29% | +32.62% | |
| 3Y Return (annualized) | - | +15.58% | |
| 5Y Return (annualized) | - | +9.63% | |
| Volatility (annualized) | 35.5% | 13.6% | |
| Max Drawdown | -50.4% | -33.4% | |
| Fund Family | Direxion Shares ETF Trust | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Oct 3, 2024 | Oct 20, 2011 |
NFXS vs SCHD Performance
Direxion Daily NFLX Bear 1X ETF (NFXS) 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 NFXS returned +54.29% while SCHD returned +32.62%. Year to date, NFXS is up 16.25% versus a gain of 25.62% for SCHD.
Risk: Volatility and Drawdowns
NFXS has been the more volatile fund, with annualized monthly volatility of 35.5% 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 -50.4% for NFXS 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 -0.02. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
NFXS charges 1.03% per year while SCHD charges 0.06%. On a $10,000 position that is $103 vs $6 annually, a gap of $97 per year that compounds over a long holding period. On income, NFXS currently yields 2.80% against 3.31% for SCHD.
Holdings Overlap
NFXS and SCHD share 0 holdings out of 104 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, NFXS or SCHD?
NFXS has an expense ratio of 1.03% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $97 per year of difference.
Which performed better, NFXS or SCHD?
Over the past year NFXS returned +54.29% vs +32.62% for SCHD, so NFXS leads on 1-year performance. Over the longest common window we track (2 years), NFXS annualized -7.57% vs +11.47% for SCHD. Past performance does not guarantee future results.
Which is riskier, NFXS or SCHD?
NFXS has been the more volatile fund at 35.5% annualized versus 13.6% for SCHD. Worst drawdown: NFXS -50.4% vs SCHD -33.4%.
Should I hold both NFXS and SCHD?
NFXS and SCHD have a monthly-return correlation of -0.02, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between NFXS and SCHD?
NFXS and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 104 unique securities.
Which pays a higher dividend, NFXS or SCHD?
NFXS yields 2.80% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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