SCHD vs TEXU

SCHD vs TEXU

Which is better, SCHD or TEXU?

Large Cap Value against Trading-Leveraged Equity.

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

Lower Fees: SCHDHigher Returns (1Y): TEXU

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

MetricSCHDTEXU
Expense Ratio0.06%Best0.98%
AUM$112.1B$5M
Dividend Yield3.00%1.16%
Holdings10311
YTD Return+25.07%+83.61%Best
1Y Return+27.61%+84.74%Best
3Y Return (annualized)+15.74%-
5Y Return (annualized)+9.89%-
Fund FamilyCharles Schwab Asset ManagementDirexion Shares ETF Trust
CategoryEquityAlternative
StyleLarge Cap ValueTrading-Leveraged Equity
InceptionOct 20, 2011Oct 1, 2025

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

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 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 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 +27.61% while TEXU returned +84.74%. Year to date, SCHD is up 25.07% versus a gain of 83.61% for TEXU.

Past performance does not guarantee future results.

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 3.00% against 1.16% for TEXU.

Holdings Overlap

SCHD already in TEXU10.2%

At least 10.2% of SCHD's money is in holdings TEXU also owns.

Stated as a floor: for TEXU, our book for it covers 90.1% 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.

3 positions in common, counted across the 100 positions we hold weights for in SCHD and 7 in TEXU, against full books of 103 and 11.

Top Shared Holdings

StockWeight in SCHDWeight in TEXUDifference
CVXChevron Corp.4.02%10.20%6.18%
COPConocophillips Co3.94%9.99%6.05%
SLBSchlumberger Nv.2.19%9.30%7.11%

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.

SCHDTEXU

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 +27.61% vs +84.74% for TEXU, so TEXU leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

What is the holdings overlap between SCHD and TEXU?

At least 10.2% 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 3 positions in common, counted across the 100 positions we hold weights for in SCHD and 7 in TEXU.

Which pays a higher dividend, SCHD or TEXU?

SCHD yields 3.00% while TEXU yields 1.16%, so SCHD currently pays the higher dividend yield.

Is TEXU better than SCHD?

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