SCHD vs SHPD

SCHD vs SHPD

Which is better, SCHD or SHPD?

Large Cap Value against Trading-Inverse Equity.

SCHD has a lower expense ratio.

Lower Fees: SCHD

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

MetricSCHDSHPD
Expense Ratio0.06%Best1.03%
AUM$112.1B$3M
Dividend Yield3.00%1.59%
Holdings1038
Fund FamilyCharles Schwab Asset ManagementDirexion Shares ETF Trust
CategoryEquityAlternative
StyleLarge Cap ValueTrading-Inverse Equity
InceptionOct 20, 2011Aug 6, 2025

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

The two price series end 160 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. SCHD has data through Sep 17, 2026 and SHPD through Apr 10, 2026.

Fees and Cost Over Time

SCHD charges 0.06% per year while SHPD charges 1.03%. On a $10,000 position that is $6 vs $103 annually, a gap of $97 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 1.59% for SHPD.

Holdings Overlap

We hold position weights for 100 holdings in SCHD and 4 in SHPD, totalling 100.0% and 94.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 213 days apart, SCHD as of Aug 31, 2026 and SHPD as of Jan 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 100 positions we hold weights for in SCHD and 4 in SHPD, against full books of 103 and 8.

You are not choosing between two funds in isolation.

Whichever of SCHD and SHPD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SCHDSHPD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or SHPD?

SCHD has an expense ratio of 0.06% while SHPD charges 1.03%. SCHD is the cheaper option, by $97 a year on a $10,000 investment.

Which pays a higher dividend, SCHD or SHPD?

SCHD yields 3.00% while SHPD yields 1.59%, so SCHD currently pays the higher dividend yield.

Is SHPD better than SCHD?

SCHD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.