SCHD vs WEBL
Schwab US Dividend Equity ETF vs Direxion Daily Dow Jones Internet Bull 3X ETF
Which is better, SCHD or WEBL?
Large Cap Value against Trading-Leveraged Equity.
SCHD has a lower expense ratio. SCHD led over 1Y, 5Y and the full window, WEBL over 3Y. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 74.8%.
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 | WEBL |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.96% |
| AUM | $112.1B | $95M |
| Dividend Yield | 3.00% | 0.15% |
| Holdings | 103 | 47 |
| YTD Return | +24.23%Best | +12.15% |
| 1Y Return | +27.90%Best | -13.33% |
| 3Y Return (annualized) | +15.55% | +36.58%Best |
| 5Y Return (annualized) | +9.97%Best | -19.51% |
| Volatility (annualized) | 16.7%Best | 72.6% |
| Max Drawdown | -33.4%Best | -94.4% |
| $10,000 over 5 years | $16,083Best | $3,378 |
| Top 10 Weight | 41.8%Best | 74.8% |
| Fund Family | Charles Schwab Asset Management | Direxion Shares ETF Trust |
| Category | Equity | Alternative |
| Style | Large Cap Value | Trading-Leveraged Equity |
| Inception | Oct 20, 2011 | Nov 7, 2019 |
Volatility and max drawdown are measured over the window both funds cover: Nov 7, 2019 to Sep 17, 2026 (6.9 years).
SCHD vs WEBL 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 6.9 years both funds cover.
SCHD vs WEBL Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Direxion Daily Dow Jones Internet Bull 3X ETF (WEBL) is an ETF from Direxion Shares ETF Trust. Over the past year SCHD returned +27.90% while WEBL returned -13.33%. Year to date, SCHD is up 24.23% versus a gain of 12.15% for WEBL.
Over three years, SCHD compounded at +15.55% per year against +36.58% for WEBL; over five years the annualized figures are +9.97% and -19.51% respectively. Across the full 7-year window we track, SCHD has the edge at +11.94% annualized vs +3.38%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WEBL has been the more volatile fund, with annualized monthly volatility of 72.6% compared with 16.7% 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 -94.4% for WEBL. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.51. They move together some of the time, and apart the rest.
Fees and Cost Over Time
SCHD charges 0.06% per year while WEBL charges 0.96%. On a $10,000 position that is $6 vs $96 annually, a gap of $90 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 0.15% for WEBL.
Holdings Overlap
We hold position weights for 100 holdings in SCHD and 43 in WEBL, totalling 100.0% and 104.7% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 100 positions we hold weights for in SCHD and 43 in WEBL, against full books of 103 and 47.
What only one of them owns
Measured across the 100 and 43 positions we hold weights for.
SCHD holds 99 positions WEBL does not, 99.9% of the fund.
Largest: MRK 4.77%, AMGN 4.70%, ABT 4.69%, KO 4.17%, CVX 4.02%
You are not choosing between two funds in isolation.
Whichever of SCHD and WEBL 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 WEBL?
SCHD has an expense ratio of 0.06% while WEBL charges 0.96%. SCHD is the cheaper option, by $90 a year on a $10,000 investment.
Which performed better, SCHD or WEBL?
Over the past year SCHD returned +27.90% vs -13.33% for WEBL, so SCHD leads on 1-year performance. Over the longest common window we track (7 years), SCHD annualized +11.94% vs +3.38% for WEBL. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCHD or WEBL?
WEBL has been the more volatile fund at 72.6% annualized versus 16.7% for SCHD. Worst drawdown: SCHD -33.4% vs WEBL -94.4%.
Should I hold both SCHD and WEBL?
SCHD and WEBL have a monthly-return correlation of 0.51, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, SCHD or WEBL?
SCHD yields 3.00% while WEBL yields 0.15%, so SCHD currently pays the higher dividend yield.
Is WEBL better than SCHD?
SCHD has a lower expense ratio. SCHD led over 1Y, 5Y and the full window, WEBL over 3Y. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 74.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.