SCHD vs XOMX
Schwab US Dividend Equity ETF vs Direxion Daily XOM Bull 2X ETF
Quick Verdict
SCHD has a lower expense ratio. XOMX delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | SCHD | XOMX | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 1.07% | |
| AUM | $103.7B | $9M | |
| Dividend Yield | 3.31% | 2.17% | |
| Holdings | 104 | 9 | |
| YTD Return | +25.58% | +56.69% | |
| 1Y Return | +31.06% | +105.57% | |
| 3Y Return (annualized) | +15.55% | - | |
| 5Y Return (annualized) | +9.61% | - | |
| Volatility (annualized) | 13.6% | 51.2% | |
| Max Drawdown | -33.4% | -39.6% | |
| Fund Family | Charles Schwab Asset Management | Direxion Shares ETF Trust | |
| Category | Equity | Alternative | |
| Inception | Oct 20, 2011 | Apr 23, 2025 |
SCHD vs XOMX Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Direxion Daily XOM Bull 2X ETF (XOMX) is a ETF from Direxion Shares ETF Trust. Over the past year SCHD returned +31.06% while XOMX returned +105.57%. Year to date, SCHD is up 25.58% versus a gain of 56.69% for XOMX.
Risk: Volatility and Drawdowns
XOMX has been the more volatile fund, with annualized monthly volatility of 51.2% 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 -39.6% for XOMX. 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 0.45. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SCHD charges 0.06% per year while XOMX 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 3.31% against 2.17% for XOMX.
Holdings Overlap
SCHD and XOMX share 0 holdings out of 105 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 XOMX?
SCHD has an expense ratio of 0.06% while XOMX charges 1.07%. SCHD is the cheaper option. On a $10,000 investment, that is $101 per year of difference.
Which performed better, SCHD or XOMX?
Over the past year SCHD returned +31.06% vs +105.57% for XOMX, so XOMX leads on 1-year performance. Over the longest common window we track (1 years), SCHD annualized +11.46% vs +67.14% for XOMX. Past performance does not guarantee future results.
Which is riskier, SCHD or XOMX?
XOMX has been the more volatile fund at 51.2% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs XOMX -39.6%.
Should I hold both SCHD and XOMX?
SCHD and XOMX have a monthly-return correlation of 0.45, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SCHD and XOMX?
SCHD and XOMX share 0 common holdings with a 0.0% weight overlap. Combined, they hold 105 unique securities.
Which pays a higher dividend, SCHD or XOMX?
SCHD yields 3.31% while XOMX yields 2.17%, so SCHD currently pays the higher dividend yield.
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