SCHD vs TPOR
Schwab US Dividend Equity ETF vs Direxion Daily Transportation Bull 3X ETF
Quick Verdict
SCHD has a lower expense ratio. TPOR delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | SCHD | TPOR | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.99% | |
| AUM | $108.7B | $20M | |
| Dividend Yield | 3.13% | 0.57% | |
| Holdings | 104 | 51 | |
| YTD Return | +28.70% | +35.00% | |
| 1Y Return | +32.27% | +57.55% | |
| 3Y Return (annualized) | +17.27% | +14.30% | |
| 5Y Return (annualized) | +10.23% | +2.31% | |
| Volatility (annualized) | 13.7% | 67.0% | |
| Max Drawdown | -33.4% | -87.8% | |
| Fund Family | Charles Schwab Asset Management | Direxion Shares ETF Trust | |
| Category | Equity | Alternative | |
| Inception | Oct 20, 2011 | May 3, 2017 |
SCHD vs TPOR Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Direxion Daily Transportation Bull 3X ETF (TPOR) is a ETF from Direxion Shares ETF Trust. Over the past year SCHD returned +32.27% while TPOR returned +57.55%. Year to date, SCHD is up 28.70% versus a gain of 35.00% for TPOR.
Over three years, SCHD compounded at +17.27% per year against +14.30% for TPOR; over five years the annualized figures are +10.23% and +2.31% respectively. Across the full 9-year window we track, SCHD has the edge at +11.63% annualized vs +6.27%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
TPOR has been the more volatile fund, with annualized monthly volatility of 67.0% compared with 13.7% 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 worth weighing if you expect to sell during market stress rather than ride it out.
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 3.13% against 0.57% for TPOR.
Holdings Overlap
SCHD and TPOR share 1 holdings out of 146 unique holdings combined, representing a 1.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in SCHD | Weight in TPOR | Difference |
|---|---|---|---|
| UPS | 1.95% | 4.17% | 2.22% |
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. On a $10,000 investment, that is $93 per year of difference.
Which performed better, SCHD or TPOR?
Over the past year SCHD returned +32.27% vs +57.55% for TPOR, so TPOR leads on 1-year performance. Over the longest common window we track (9 years), SCHD annualized +11.63% vs +6.27% for TPOR. Past performance does not guarantee future results.
Which is riskier, SCHD or TPOR?
TPOR has been the more volatile fund at 67.0% annualized versus 13.7% 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 combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SCHD and TPOR?
SCHD and TPOR share 1 common holdings with a 1.9% weight overlap. Combined, they hold 146 unique securities.
Which pays a higher dividend, SCHD or TPOR?
SCHD yields 3.13% while TPOR yields 0.57%, so SCHD currently pays the higher dividend yield.
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