SCHD vs TEXU
Schwab US Dividend Equity ETF vs Direxion Daily Energy Top 5 Bull 2X ETF
Which is better, SCHD or TEXU?
Large Cap Value against Trading-Leveraged Equity.
SCHD has a lower expense ratio. TEXU led over 1Y and the full window.
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 | TEXU |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.98% |
| AUM | $119.9B | $3M |
| Dividend Yield | 2.96% | 1.60% |
| Holdings | 204 | 25 |
| YTD Return | +29.95% | +51.42%Best |
| 1Y Return | +37.26% | +68.72%Best |
| 3Y Return (annualized) | +19.10% | - |
| 5Y Return (annualized) | +9.87% | - |
| Volatility (annualized) | 16.4%Best | 61.9% |
| Max Drawdown | -6.9%Best | -31.7% |
| $10,000 over 1.1 years | $13,230 | $15,248Best |
| Fund Family | Charles Schwab Asset Management | Direxion Shares ETF Trust |
| Category | Equity | Alternative |
| Style | Large Cap Value | Trading-Leveraged Equity |
| Inception | Oct 20, 2011 | Oct 1, 2025 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.1 years row, are measured over the window both funds cover: Oct 1, 2025 to Nov 6, 2026 (1.1 years).
SCHD vs TEXU 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 1.1 years both funds cover.
SCHD vs TEXU Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Direxion Daily Energy Top 5 Bull 2X ETF (TEXU) is an ETF from Direxion Shares ETF Trust. Over the past year SCHD returned +37.26% while TEXU returned +68.72%. Year to date, SCHD is up 29.95% versus a gain of 51.42% for TEXU.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
TEXU has been the more volatile fund, with annualized monthly volatility of 61.9% compared with 16.4% 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 -6.9% for SCHD and -31.7% for TEXU. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SCHD charges 0.06% per year while TEXU charges 0.98%. On a $10,000 position that is $6 vs $98 annually, a gap of $92 per year that compounds over a long holding period. On income, SCHD currently yields 2.96% against 1.60% for TEXU.
Holdings Overlap
At least 8.6% of SCHD's money is in holdings TEXU also owns.
Stated as a floor: for TEXU, our book for it covers 53.4% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
SCHD and TEXU share little of their money.
2 positions in common, counted across the 98 positions we hold weights for in SCHD and 5 in TEXU, against full books of 204 and 25.
You are not choosing between two funds in isolation.
Whichever of SCHD and TEXU 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 TEXU?
SCHD has an expense ratio of 0.06% while TEXU charges 0.98%. SCHD is the cheaper option, by $92 a year on a $10,000 investment.
Which performed better, SCHD or TEXU?
Over the past year SCHD returned +37.26% vs +68.72% for TEXU, so TEXU leads on 1-year performance. Over the longest common window we track (1 years), SCHD annualized +28.98% vs +46.74% for TEXU. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCHD or TEXU?
TEXU has been the more volatile fund at 61.9% annualized versus 16.4% for SCHD. Worst drawdown: SCHD -6.9% vs TEXU -31.7%.
Should I hold both SCHD and TEXU?
SCHD and TEXU have a monthly-return correlation of 0.70, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between SCHD and TEXU?
At least 8.6% of SCHD's money is in holdings TEXU also owns. Our book for TEXU is partial, so the real figure is this or higher. They hold 2 positions in common, counted across the 98 positions we hold weights for in SCHD and 5 in TEXU.
Which pays a higher dividend, SCHD or TEXU?
SCHD yields 2.96% while TEXU yields 1.60%, so SCHD currently pays the higher dividend yield.
Is TEXU better than SCHD?
SCHD has a lower expense ratio. TEXU led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.