SCHD vs WEBS
Schwab US Dividend Equity ETF vs Direxion Daily Dow Jones Internet Bear 3X ETF
Which is better, SCHD or WEBS?
Large Cap Value against Trading-Inverse Equity.
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 | WEBS |
|---|---|---|
| Expense Ratio | 0.06%Best | 1.07% |
| AUM | $112.1B | $7M |
| Dividend Yield | 3.00% | 3.90% |
| Holdings | 103 | 6 |
| YTD Return | +23.46%Best | -29.57% |
| 1Y Return | +27.20%Best | -13.45% |
| 3Y Return (annualized) | +15.41%Best | -49.55% |
| 5Y Return (annualized) | +10.16%Best | -35.64% |
| Volatility (annualized) | 16.7%Best | 65.2% |
| Max Drawdown | -33.4% | - |
| $10,000 over 5 years | $16,223Best | $1,104 |
| Fund Family | Charles Schwab Asset Management | Direxion Shares ETF Trust |
| Category | Equity | Alternative |
| Style | Large Cap Value | Trading-Inverse Equity |
| Inception | Oct 20, 2011 | Nov 7, 2019 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Nov 7, 2019 to Sep 18, 2026 (6.9 years).
SCHD vs WEBS 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 WEBS Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Direxion Daily Dow Jones Internet Bear 3X ETF (WEBS) is an ETF from Direxion Shares ETF Trust. Over the past year SCHD returned +27.20% while WEBS returned -13.45%. Year to date, SCHD is up 23.46% versus a loss of 29.57% for WEBS.
Over three years, SCHD compounded at +15.41% per year against -49.55% for WEBS; over five years the annualized figures are +10.16% and -35.64% respectively. Across the full 7-year window we track, SCHD has the edge at +11.84% annualized vs -51.79%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WEBS has been the more volatile fund, with annualized monthly volatility of 65.2% compared with 16.7% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The two funds' monthly returns correlate at -0.44. They move together some of the time, and apart the rest.
Fees and Cost Over Time
SCHD charges 0.06% per year while WEBS charges 1.07%. On a $10,000 position that is $6 vs $107 annually, a gap of $101 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 3.90% for WEBS.
Holdings Overlap
We hold position weights for 100 holdings in SCHD and 2 in WEBS, totalling 100.0% and 113.1% 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 2 in WEBS, against full books of 103 and 6.
You are not choosing between two funds in isolation.
Whichever of SCHD and WEBS 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 WEBS?
SCHD has an expense ratio of 0.06% while WEBS charges 1.07%. SCHD is the cheaper option, by $101 a year on a $10,000 investment.
Which performed better, SCHD or WEBS?
Over the past year SCHD returned +27.20% vs -13.45% for WEBS, so SCHD leads on 1-year performance. Over the longest common window we track (7 years), SCHD annualized +11.84% vs -51.79% for WEBS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCHD or WEBS?
WEBS has been the more volatile fund at 65.2% annualized versus 16.7% for SCHD.
Should I hold both SCHD and WEBS?
SCHD and WEBS have a monthly-return correlation of -0.44, 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 WEBS?
SCHD yields 3.00% while WEBS yields 3.90%, so WEBS currently pays the higher dividend yield.
Is WEBS 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.