PALD vs SCHD
Direxion Daily PANW Bear 1X ETF vs Schwab US Dividend Equity ETF
Which is better, PALD or SCHD?
Trading-Leveraged Equity against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | PALD | SCHD |
|---|---|---|
| Expense Ratio | 1.02% | 0.06%Best |
| AUM | $3M | $112.1B |
| Dividend Yield | 6.15% | 3.00% |
| Holdings | 8 | 103 |
| YTD Return | -52.85% | +25.07%Best |
| 1Y Return | -48.04% | +27.61%Best |
| 3Y Return (annualized) | - | +15.74% |
| 5Y Return (annualized) | - | +9.89% |
| Volatility (annualized) | 49.0% | 14.0%Best |
| Max Drawdown | -67.4% | -13.0%Best |
| $10,000 over 1.5 years | $4,601 | $12,934Best |
| Fund Family | Direxion Shares ETF Trust | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Equity | Large Cap Value |
| Inception | Mar 26, 2025 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.5 years row, are measured over the window both funds cover: Mar 26, 2025 to Sep 11, 2026 (1.5 years).
PALD vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.5 years both funds cover.
PALD vs SCHD Performance
Direxion Daily PANW Bear 1X ETF (PALD) is an ETF from Direxion Shares ETF Trust and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year PALD returned -48.04% while SCHD returned +27.61%. Year to date, PALD is down 52.85% versus a gain of 25.07% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
PALD has been the more volatile fund, with annualized monthly volatility of 49.0% compared with 14.0% 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 -67.4% for PALD and -13.0% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.20. They move largely independently of each other.
Fees and Cost Over Time
PALD 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, PALD currently yields 6.15% against 3.00% for SCHD.
Holdings Overlap
We hold position weights for 3 holdings in PALD and 100 in SCHD, totalling 107.7% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 3 positions we hold weights for in PALD and 100 in SCHD, against full books of 8 and 103.
You are not choosing between two funds in isolation.
Whichever of PALD and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, PALD or SCHD?
PALD has an expense ratio of 1.02% while SCHD charges 0.06%. SCHD is the cheaper option, by $96 a year on a $10,000 investment.
Which performed better, PALD or SCHD?
Over the past year PALD returned -48.04% vs +27.61% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), PALD annualized -40.40% vs +18.71% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, PALD or SCHD?
PALD has been the more volatile fund at 49.0% annualized versus 14.0% for SCHD. Worst drawdown: PALD -67.4% vs SCHD -13.0%.
Should I hold both PALD and SCHD?
PALD and SCHD have a monthly-return correlation of 0.20, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, PALD or SCHD?
PALD yields 6.15% while SCHD yields 3.00%, so PALD currently pays the higher dividend yield.
Is SCHD better than PALD?
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.