SCHD vs TSIB

SCHD vs TSIB
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Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 103 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: SCHD

Side-by-Side Comparison

MetricSCHDTSIBWinner
Expense Ratio0.06%0.97%
AUM$112.2B$2M
Dividend Yield3.13%0.00%
Holdings1033
YTD Return+27.89%+22.62%
1Y Return+29.93%+22.62%
3Y Return (annualized)+16.13%-
5Y Return (annualized)+10.00%+24.89%
Volatility (annualized)13.6%115.4%
Max Drawdown-33.4%-4.5%
Fund FamilyCharles Schwab Asset ManagementDirexion Shares ETF Trust
CategoryEquityEquity
InceptionOct 20, 2011Jul 29, 2026

SCHD vs TSIB Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Direxion TSLA Defined Income Boost ETF (TSIB) is a ETF from Direxion Shares ETF Trust. Over the past year SCHD returned +29.93% while TSIB returned +22.62%. Year to date, SCHD is up 27.89% versus a gain of 22.62% for TSIB.

Risk: Volatility and Drawdowns

TSIB has been the more volatile fund, with annualized monthly volatility of 115.4% compared with 13.6% 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 -4.5% for TSIB. 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 0.22. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SCHD charges 0.06% per year while TSIB charges 0.97%. On a $10,000 position that is $6 vs $97 annually, a gap of $91 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 0.00% for TSIB.

Holdings Overlap

0.0%overlap

SCHD and TSIB share 0 holdings out of 103 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, SCHD or TSIB?

SCHD has an expense ratio of 0.06% while TSIB charges 0.97%. SCHD is the cheaper option. On a $10,000 investment, that is $91 per year of difference.

Which performed better, SCHD or TSIB?

Over the past year SCHD returned +29.93% vs +22.62% for TSIB, so SCHD leads on 1-year performance. Over the longest common window we track (5 years), SCHD annualized +11.56% vs +22.83% for TSIB. Past performance does not guarantee future results.

Which is riskier, SCHD or TSIB?

TSIB has been the more volatile fund at 115.4% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs TSIB -4.5%.

Should I hold both SCHD and TSIB?

SCHD and TSIB have a monthly-return correlation of 0.22, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SCHD and TSIB?

SCHD and TSIB share 0 common holdings with a 0.0% weight overlap. Combined, they hold 103 unique securities.

Which pays a higher dividend, SCHD or TSIB?

SCHD yields 3.13% while TSIB yields 0.00%, so SCHD currently pays the higher dividend yield.

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