SCHD vs SPAX

SCHD vs SPAX

Which is better, SCHD or SPAX?

Large Cap Value against Trading-Leveraged Equity.

SCHD has a lower expense ratio. SCHD led over 1Y.

Lower Fees: SCHDHigher Returns (1Y): SCHD

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

MetricSCHDSPAX
Expense Ratio0.06%Best1.50%
AUM$112.1B$42M
Dividend Yield3.00%0.00%
Holdings1035
YTD Return+21.99%Best-52.70%
1Y Return+25.92%-
3Y Return (annualized)+15.66%-
5Y Return (annualized)+9.48%-
Fund FamilyCharles Schwab Asset ManagementREX Shares
CategoryEquityAlternative
StyleLarge Cap ValueTrading-Leveraged Equity
InceptionOct 20, 2011Jun 11, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

SCHD vs SPAX 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

SCHD vs SPAX Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and T-REX 2X Long SPCX Daily Target ETF (SPAX) is an ETF from REX Shares. Year to date, SCHD is up 21.99% versus a loss of 52.70% for SPAX.

Past performance does not guarantee future results.

Fees and Cost Over Time

SCHD charges 0.06% per year while SPAX 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 3.00% against 0.00% for SPAX.

You are not choosing between two funds in isolation.

Whichever of SCHD and SPAX you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SCHDSPAX

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or SPAX?

SCHD has an expense ratio of 0.06% while SPAX charges 1.50%. SCHD is the cheaper option, by $144 a year on a $10,000 investment.

Which pays a higher dividend, SCHD or SPAX?

SCHD yields 3.00% while SPAX yields 0.00%, so SCHD currently pays the higher dividend yield.

Is SPAX better than SCHD?

SCHD has a lower expense ratio. SCHD led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.