ORCS vs SCHD

Quick Verdict

SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: TiedMore Diversified: SCHD

Side-by-Side Comparison

MetricORCSSCHDWinner
Expense Ratio0.97%0.06%
AUM$14M$103.7B
Dividend Yield1.26%3.31%
Holdings9104
YTD Return+2.84%+26.21%
1Y Return-+29.99%
3Y Return (annualized)-+15.73%
5Y Return (annualized)-+9.67%
Volatility (annualized)-13.6%
Max Drawdown-50.3%-33.4%
Fund FamilyDirexion Shares ETF TrustCharles Schwab Asset Management
CategoryAlternativeEquity
InceptionNov 19, 2025Oct 20, 2011

ORCS vs SCHD Performance

Direxion Daily ORCL Bear 1X ETF (ORCS) is a ETF from Direxion Shares ETF Trust and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, ORCS is up 2.84% versus a gain of 26.21% for SCHD.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -50.3% for ORCS and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

ORCS charges 0.97% per year while SCHD charges 0.06%. On a $10,000 position that is $97 vs $6 annually, a gap of $91 per year that compounds over a long holding period. On income, ORCS currently yields 1.26% against 3.31% for SCHD.

Holdings Overlap

0.0%overlap

ORCS 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, ORCS or SCHD?

ORCS has an expense ratio of 0.97% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $91 per year of difference.

What is the holdings overlap between ORCS and SCHD?

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

Which pays a higher dividend, ORCS or SCHD?

ORCS yields 1.26% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.

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