SCHD vs TEXU
Schwab US Dividend Equity ETF vs Direxion Daily Energy Top 5 Bull 2X ETF
Quick Verdict
SCHD has a lower expense ratio. TEXU delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | SCHD | TEXU | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.98% | |
| AUM | $108.7B | $3M | |
| Dividend Yield | 3.13% | 1.37% | |
| Holdings | 104 | 11 | |
| YTD Return | +28.63% | +74.36% | |
| 1Y Return | +32.53% | +75.44% | |
| 3Y Return (annualized) | +16.97% | - | |
| 5Y Return (annualized) | +10.47% | - | |
| Volatility (annualized) | 13.7% | - | |
| Max Drawdown | -33.4% | -31.7% | |
| Fund Family | Charles Schwab Asset Management | Direxion Shares ETF Trust | |
| Category | Equity | Alternative | |
| Inception | Oct 20, 2011 | Oct 1, 2025 |
SCHD vs TEXU Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Direxion Daily Energy Top 5 Bull 2X ETF (TEXU) is a ETF from Direxion Shares ETF Trust. Over the past year SCHD returned +32.53% while TEXU returned +75.44%. Year to date, SCHD is up 28.63% versus a gain of 74.36% for TEXU.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -33.4% for SCHD and -31.7% for TEXU. 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 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 3.13% against 1.37% for TEXU.
Holdings Overlap
SCHD and TEXU share 3 holdings out of 104 unique holdings combined, representing a 9.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $92 per year of difference.
Which performed better, SCHD or TEXU?
Over the past year SCHD returned +32.53% vs +75.44% for TEXU, so TEXU leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between SCHD and TEXU?
SCHD and TEXU share 3 common holdings with a 9.2% weight overlap. Combined, they hold 104 unique securities.
Which pays a higher dividend, SCHD or TEXU?
SCHD yields 3.13% while TEXU yields 1.37%, so SCHD currently pays the higher dividend yield.
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