SCHD vs SOFA
Schwab US Dividend Equity ETF vs Direxion Daily SOFI Bull 2X ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | SCHD | SOFA | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.97% | |
| AUM | $108.7B | $9M | |
| Dividend Yield | 3.13% | 0.86% | |
| Holdings | 104 | 8 | |
| YTD Return | +26.54% | -36.82% | |
| 1Y Return | +30.90% | - | |
| 3Y Return (annualized) | +16.29% | - | |
| 5Y Return (annualized) | +9.65% | - | |
| Volatility (annualized) | 13.6% | - | |
| Max Drawdown | -33.4% | -55.1% | |
| Fund Family | Charles Schwab Asset Management | Direxion Shares ETF Trust | |
| Category | Equity | Alternative | |
| Inception | Oct 20, 2011 | Feb 11, 2026 |
SCHD vs SOFA Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Direxion Daily SOFI Bull 2X ETF (SOFA) is a ETF from Direxion Shares ETF Trust. Year to date, SCHD is up 26.54% versus a loss of 36.82% for SOFA.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -33.4% for SCHD and -55.1% for SOFA. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
SCHD charges 0.06% per year while SOFA charges 0.97%. On a $10,000 position that is $6 vs $97 annually, a gap of $91 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 0.86% for SOFA.
Holdings Overlap
SCHD and SOFA share 0 holdings out of 105 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, SCHD or SOFA?
SCHD has an expense ratio of 0.06% while SOFA charges 0.97%. SCHD is the cheaper option. On a $10,000 investment, that is $91 per year of difference.
What is the holdings overlap between SCHD and SOFA?
SCHD and SOFA share 0 common holdings with a 0.0% weight overlap. Combined, they hold 105 unique securities.
Which pays a higher dividend, SCHD or SOFA?
SCHD yields 3.13% while SOFA yields 0.86%, so SCHD currently pays the higher dividend yield.
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