SCHD vs TSLT

Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: SCHD

Side-by-Side Comparison

MetricSCHDTSLTWinner
Expense Ratio0.06%1.05%
AUM$103.7B$186M
Dividend Yield3.31%0.00%
Holdings10411
YTD Return+24.26%-55.25%
1Y Return+31.38%-28.45%
3Y Return (annualized)+15.08%-
5Y Return (annualized)+9.72%-
Volatility (annualized)13.6%105.8%
Max Drawdown-33.4%-83.2%
Fund FamilyCharles Schwab Asset ManagementREX Shares
CategoryEquityAlternative
InceptionOct 20, 2011Oct 19, 2023

SCHD vs TSLT Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and T-Rex 2X Long Tesla Daily Target ETF (TSLT) is a ETF from REX Shares. Over the past year SCHD returned +31.38% while TSLT returned -28.45%. Year to date, SCHD is up 24.26% versus a loss of 55.25% for TSLT.

Risk: Volatility and Drawdowns

TSLT has been the more volatile fund, with annualized monthly volatility of 105.8% 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 -83.2% for TSLT. 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 -0.06. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SCHD charges 0.06% per year while TSLT charges 1.05%. On a $10,000 position that is $6 vs $105 annually, a gap of $99 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 0.00% for TSLT.

Frequently Asked Questions

Which is cheaper, SCHD or TSLT?

SCHD has an expense ratio of 0.06% while TSLT charges 1.05%. SCHD is the cheaper option. On a $10,000 investment, that is $99 per year of difference.

Which performed better, SCHD or TSLT?

Over the past year SCHD returned +31.38% vs -28.45% for TSLT, so SCHD leads on 1-year performance. Over the longest common window we track (3 years), SCHD annualized +11.39% vs -19.04% for TSLT. Past performance does not guarantee future results.

Which is riskier, SCHD or TSLT?

TSLT has been the more volatile fund at 105.8% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs TSLT -83.2%.

Should I hold both SCHD and TSLT?

SCHD and TSLT have a monthly-return correlation of -0.06, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, SCHD or TSLT?

SCHD yields 3.31% while TSLT yields 0.00%, so SCHD currently pays the higher dividend yield.

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