SCHD vs SOLX

SCHD vs SOLX
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Quick Verdict

SCHD has a lower expense ratio. SCHD offers more diversification with 104 holdings.

Lower Fees: SCHDHigher Returns: TiedMore Diversified: SCHD

Side-by-Side Comparison

MetricSCHDSOLXWinner
Expense Ratio0.06%1.50%
AUM$108.7B$431,151.94
Dividend Yield3.13%0.00%
Holdings1043
YTD Return+27.93%-67.54%
1Y Return+30.06%-
3Y Return (annualized)+16.25%-
5Y Return (annualized)+10.03%-
Volatility (annualized)13.6%-
Max Drawdown-33.4%-75.5%
Fund FamilyCharles Schwab Asset ManagementREX Shares
CategoryEquityAlternative
InceptionOct 20, 2011Dec 2, 2025

SCHD vs SOLX Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and T-REX 2X Long SOL Daily Target ETF (SOLX) is a ETF from REX Shares. Year to date, SCHD is up 27.93% versus a loss of 67.54% for SOLX.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -33.4% for SCHD and -75.5% for SOLX. 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 SOLX charges 1.50%. On a $10,000 position that is $6 vs $150 annually, a gap of $144 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 0.00% for SOLX.

Holdings Overlap

0.0%overlap

SCHD and SOLX share 0 holdings out of 101 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 SOLX?

SCHD has an expense ratio of 0.06% while SOLX charges 1.50%. SCHD is the cheaper option. On a $10,000 investment, that is $144 per year of difference.

What is the holdings overlap between SCHD and SOLX?

SCHD and SOLX share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.

Which pays a higher dividend, SCHD or SOLX?

SCHD yields 3.13% while SOLX yields 0.00%, so SCHD currently pays the higher dividend yield.

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