SCHD vs SKRE
Schwab US Dividend Equity ETF vs Tuttle Capital Daily 2X Inverse Regional Banks ETF
Which is better, SCHD or SKRE?
Opposite sides of the same exposure.
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. The two move opposite each other, correlation -0.59, so holding both offsets the exposure while paying both fees.
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 | SKRE |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.75% |
| AUM | $112.1B | $6M |
| Dividend Yield | 3.00% | 0.36% |
| Holdings | 103 | 5 |
| YTD Return | +25.07%Best | -28.82% |
| 1Y Return | +27.61%Best | -33.26% |
| 3Y Return (annualized) | +15.74% | - |
| 5Y Return (annualized) | +9.89% | - |
| Volatility (annualized) | 12.9%Best | 41.6% |
| Max Drawdown | -16.1%Best | -78.8% |
| $10,000 over 2.7 years | $14,763Best | $2,750 |
| Fund Family | Charles Schwab Asset Management | Tuttle Funds |
| Category | Equity | Alternative |
| Style | Large Cap Value | Trading-Inverse Debt |
| Inception | Oct 20, 2011 | Jan 4, 2024 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.7 years row, are measured over the window both funds cover: Jan 4, 2024 to Sep 11, 2026 (2.7 years).
SCHD vs SKRE 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 2.7 years both funds cover.
SCHD vs SKRE Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Tuttle Capital Daily 2X Inverse Regional Banks ETF (SKRE) is an ETF from Tuttle Funds. Over the past year SCHD returned +27.61% while SKRE returned -33.26%. Year to date, SCHD is up 25.07% versus a loss of 28.82% for SKRE.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SKRE has been the more volatile fund, with annualized monthly volatility of 41.6% compared with 12.9% 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 -16.1% for SCHD and -78.8% for SKRE. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at -0.59. They move opposite each other. Holding both offsets the exposure rather than spreading it, while paying both funds' fees.
Fees and Cost Over Time
SCHD charges 0.06% per year while SKRE charges 0.75%. On a $10,000 position that is $6 vs $75 annually, a gap of $69 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 0.36% for SKRE.
You are not choosing between two funds in isolation.
Whichever of SCHD and SKRE 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 SKRE?
SCHD has an expense ratio of 0.06% while SKRE charges 0.75%. SCHD is the cheaper option, by $69 a year on a $10,000 investment.
Which performed better, SCHD or SKRE?
Over the past year SCHD returned +27.61% vs -33.26% for SKRE, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCHD or SKRE?
SKRE has been the more volatile fund at 41.6% annualized versus 12.9% for SCHD. Worst drawdown: SCHD -16.1% vs SKRE -78.8%.
Should I hold both SCHD and SKRE?
SCHD and SKRE have a monthly-return correlation of -0.59, so they move opposite each other. Holding both offsets the exposure rather than spreading it, and pays both funds' fees on the way. This is information, not a recommendation.
Which pays a higher dividend, SCHD or SKRE?
SCHD yields 3.00% while SKRE yields 0.36%, so SCHD currently pays the higher dividend yield.
Is SKRE better than SCHD?
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. The two move opposite each other, correlation -0.59, so holding both offsets the exposure while paying both fees. Which one suits a particular account depends on what it is for. This is information, not a recommendation.