SCHD vs TPOR
Schwab US Dividend Equity ETF vs Direxion Daily Transportation Bull 3X ETF
Which is better, SCHD or TPOR?
Large Cap Value against Multi Alternative.
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y, 5Y 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 | TPOR |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.99% |
| AUM | $112.1B | $16M |
| Dividend Yield | 3.00% | 0.57% |
| Holdings | 103 | 51 |
| YTD Return | +21.73%Best | +0.84% |
| 1Y Return | +26.35%Best | +14.07% |
| 3Y Return (annualized) | +16.02%Best | +10.86% |
| 5Y Return (annualized) | +9.26%Best | -2.51% |
| Volatility (annualized) | 15.8%Best | 67.1% |
| Max Drawdown | -33.4%Best | -87.8% |
| $10,000 over 5 years | $15,571Best | $8,806 |
| Fund Family | Charles Schwab Asset Management | Direxion Shares ETF Trust |
| Category | Equity | Alternative |
| Style | Large Cap Value | Multi Alternative |
| Inception | Oct 20, 2011 | May 3, 2017 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: May 3, 2017 to Sep 25, 2026 (9.4 years).
SCHD vs TPOR 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 9.4 years both funds cover.
SCHD vs TPOR Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Direxion Daily Transportation Bull 3X ETF (TPOR) is an ETF from Direxion Shares ETF Trust. Over the past year SCHD returned +26.35% while TPOR returned +14.07%. Year to date, SCHD is up 21.73% versus a gain of 0.84% for TPOR.
Over three years, SCHD compounded at +16.02% per year against +10.86% for TPOR; over five years the annualized figures are +9.26% and -2.51% respectively. Across the full 9-year window we track, SCHD has the edge at +11.17% annualized vs +2.95%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
TPOR has been the more volatile fund, with annualized monthly volatility of 67.1% compared with 15.8% 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 -87.8% for TPOR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SCHD charges 0.06% per year while TPOR charges 0.99%. On a $10,000 position that is $6 vs $99 annually, a gap of $93 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 0.57% for TPOR.
Holdings Overlap
At least 1.9% of SCHD's money is in holdings TPOR also owns.
Stated as a floor: for TPOR, our book for it covers 88.5% 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 TPOR share little of their money.
1 positions in common, counted across the 100 positions we hold weights for in SCHD and 46 in TPOR, against full books of 103 and 51.
Top Shared Holdings
| Stock | Weight in SCHD | Weight in TPOR | Difference |
|---|---|---|---|
| UPSUnited Parcel Service, Inc | 1.90% | 4.37% | 2.47% |
You are not choosing between two funds in isolation.
Whichever of SCHD and TPOR 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 TPOR?
SCHD has an expense ratio of 0.06% while TPOR charges 0.99%. SCHD is the cheaper option, by $93 a year on a $10,000 investment.
Which performed better, SCHD or TPOR?
Over the past year SCHD returned +26.35% vs +14.07% for TPOR, so SCHD leads on 1-year performance. Over the longest common window we track (9 years), SCHD annualized +11.17% vs +2.95% for TPOR. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCHD or TPOR?
TPOR has been the more volatile fund at 67.1% annualized versus 15.8% for SCHD. Worst drawdown: SCHD -33.4% vs TPOR -87.8%.
Should I hold both SCHD and TPOR?
SCHD and TPOR have a monthly-return correlation of 0.82, 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 TPOR?
At least 1.9% of SCHD's money is in holdings TPOR also owns. Our book for TPOR is partial, so the real figure is this or higher. They hold 1 positions in common, counted across the 100 positions we hold weights for in SCHD and 46 in TPOR.
Which pays a higher dividend, SCHD or TPOR?
SCHD yields 3.00% while TPOR yields 0.57%, so SCHD currently pays the higher dividend yield.
Is TPOR better than SCHD?
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.