SCHD vs SOXS
Schwab US Dividend Equity ETF vs Direxion Daily Semiconductor Bear 3X ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | SCHD | SOXS | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 1.00% | |
| AUM | $103.7B | $1.7B | |
| Dividend Yield | 3.31% | 131.11% | |
| Holdings | 104 | 12 | |
| YTD Return | +25.33% | -91.62% | |
| 1Y Return | +32.31% | -96.85% | |
| 3Y Return (annualized) | +15.40% | -86.74% | |
| 5Y Return (annualized) | +9.70% | -79.25% | |
| Volatility (annualized) | 13.6% | 72.9% | |
| Max Drawdown | -33.4% | -100.0% | |
| Fund Family | Charles Schwab Asset Management | Direxion Shares ETF Trust | |
| Category | Equity | Alternative | |
| Inception | Oct 20, 2011 | Mar 11, 2010 |
SCHD vs SOXS Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Direxion Daily Semiconductor Bear 3X ETF (SOXS) is a ETF from Direxion Shares ETF Trust. Over the past year SCHD returned +32.31% while SOXS returned -96.85%. Year to date, SCHD is up 25.33% versus a loss of 91.62% for SOXS.
Over three years, SCHD compounded at +15.40% per year against -86.74% for SOXS; over five years the annualized figures are +9.70% and -79.25% respectively. Across the full 15-year window we track, SCHD has the edge at +11.45% annualized vs -71.05%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SOXS has been the more volatile fund, with annualized monthly volatility of 72.9% compared with 13.6% 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 -33.4% for SCHD and -100.0% for SOXS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at -0.51. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SCHD charges 0.06% per year while SOXS charges 1.00%. On a $10,000 position that is $6 vs $100 annually, a gap of $94 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 131.11% for SOXS.
Holdings Overlap
SCHD and SOXS share 0 holdings out of 104 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 SOXS?
SCHD has an expense ratio of 0.06% while SOXS charges 1.00%. SCHD is the cheaper option. On a $10,000 investment, that is $94 per year of difference.
Which performed better, SCHD or SOXS?
Over the past year SCHD returned +32.31% vs -96.85% for SOXS, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), SCHD annualized +11.45% vs -71.05% for SOXS. Past performance does not guarantee future results.
Which is riskier, SCHD or SOXS?
SOXS has been the more volatile fund at 72.9% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs SOXS -100.0%.
Should I hold both SCHD and SOXS?
SCHD and SOXS have a monthly-return correlation of -0.51, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SCHD and SOXS?
SCHD and SOXS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 104 unique securities.
Which pays a higher dividend, SCHD or SOXS?
SCHD yields 3.31% while SOXS yields 131.11%, so SOXS currently pays the higher dividend yield.
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