SCHD vs SHPU
Schwab US Dividend Equity ETF vs Direxion Daily SHOP Bull 2X ETF
Which is better, SCHD or SHPU?
Large Cap Value against Trading-Leveraged Equity.
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 | SCHD | SHPU |
|---|---|---|
| Expense Ratio | 0.06%Best | 1.09% |
| AUM | $112.2B | $11M |
| Dividend Yield | 3.13% | 52.93% |
| Holdings | 103 | 10 |
| YTD Return | +27.56%Best | -37.54% |
| 1Y Return | +30.29%Best | -33.05% |
| 3Y Return (annualized) | +16.37% | - |
| 5Y Return (annualized) | +10.23% | - |
| Volatility (annualized) | 12.7%Best | 78.7% |
| Max Drawdown | -4.6%Best | -77.7% |
| $10,000 over 1.1 years | $13,603Best | $5,736 |
| Fund Family | Charles Schwab Asset Management | Direxion Shares ETF Trust |
| Category | Equity | Alternative |
| Style | Large Cap Value | Trading-Leveraged Equity |
| Inception | Oct 20, 2011 | Aug 6, 2025 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.1 years row, are measured over the window both funds cover: Aug 6, 2025 to Sep 4, 2026 (1.1 years).
SCHD vs SHPU 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 1.1 years both funds cover.
SCHD vs SHPU Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Direxion Daily SHOP Bull 2X ETF (SHPU) is an ETF from Direxion Shares ETF Trust. Over the past year SCHD returned +30.29% while SHPU returned -33.05%. Year to date, SCHD is up 27.56% versus a loss of 37.54% for SHPU.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SHPU has been the more volatile fund, with annualized monthly volatility of 78.7% compared with 12.7% 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 -4.6% for SCHD and -77.7% for SHPU. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at -0.33. They move together some of the time, and apart the rest.
Fees and Cost Over Time
SCHD charges 0.06% per year while SHPU charges 1.09%. On a $10,000 position that is $6 vs $109 annually, a gap of $103 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 52.93% for SHPU.
Holdings Overlap
We hold position weights for 100 holdings in SCHD and 4 in SHPU, totalling 100.0% and 84.7% 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 100 positions we hold weights for in SCHD and 4 in SHPU, against full books of 103 and 10.
You are not choosing between two funds in isolation.
Whichever of SCHD and SHPU 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, SCHD or SHPU?
SCHD has an expense ratio of 0.06% while SHPU charges 1.09%. SCHD is the cheaper option, by $103 a year on a $10,000 investment.
Which performed better, SCHD or SHPU?
Over the past year SCHD returned +30.29% vs -33.05% for SHPU, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), SCHD annualized +32.28% vs -39.67% for SHPU. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCHD or SHPU?
SHPU has been the more volatile fund at 78.7% annualized versus 12.7% for SCHD. Worst drawdown: SCHD -4.6% vs SHPU -77.7%.
Should I hold both SCHD and SHPU?
SCHD and SHPU have a monthly-return correlation of -0.33, 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, SCHD or SHPU?
SCHD yields 3.13% while SHPU yields 52.93%, so SHPU currently pays the higher dividend yield.
Is SHPU better than SCHD?
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.