SCHD vs YANG
Schwab US Dividend Equity ETF vs Direxion Daily FTSE China Bear 3X ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | SCHD | YANG | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 1.03% | |
| AUM | $108.7B | $99M | |
| Dividend Yield | 3.13% | 3.49% | |
| Holdings | 104 | 7 | |
| YTD Return | +27.67% | +32.76% | |
| 1Y Return | +29.56% | +11.17% | |
| 3Y Return (annualized) | +16.53% | -45.58% | |
| 5Y Return (annualized) | +9.95% | -38.13% | |
| Volatility (annualized) | 13.6% | 66.3% | |
| Max Drawdown | -33.4% | -100.0% | |
| Fund Family | Charles Schwab Asset Management | Direxion Shares ETF Trust | |
| Category | Equity | Alternative | |
| Inception | Oct 20, 2011 | Dec 3, 2009 |
SCHD vs YANG Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Direxion Daily FTSE China Bear 3X ETF (YANG) is a ETF from Direxion Shares ETF Trust. Over the past year SCHD returned +29.56% while YANG returned +11.17%. Year to date, SCHD is up 27.67% versus a gain of 32.76% for YANG.
Over three years, SCHD compounded at +16.53% per year against -45.58% for YANG; over five years the annualized figures are +9.95% and -38.13% respectively. Across the full 15-year window we track, SCHD has the edge at +11.55% annualized vs -38.00%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
YANG has been the more volatile fund, with annualized monthly volatility of 66.3% 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 -100.0% for YANG. 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 -0.32. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SCHD charges 0.06% per year while YANG charges 1.03%. On a $10,000 position that is $6 vs $103 annually, a gap of $97 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 3.49% for YANG.
Holdings Overlap
SCHD and YANG 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 YANG?
SCHD has an expense ratio of 0.06% while YANG charges 1.03%. SCHD is the cheaper option. On a $10,000 investment, that is $97 per year of difference.
Which performed better, SCHD or YANG?
Over the past year SCHD returned +29.56% vs +11.17% for YANG, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), SCHD annualized +11.55% vs -38.00% for YANG. Past performance does not guarantee future results.
Which is riskier, SCHD or YANG?
YANG has been the more volatile fund at 66.3% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs YANG -100.0%.
Should I hold both SCHD and YANG?
SCHD and YANG have a monthly-return correlation of -0.32, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SCHD and YANG?
SCHD and YANG share 0 common holdings with a 0.0% weight overlap. Combined, they hold 103 unique securities.
Which pays a higher dividend, SCHD or YANG?
SCHD yields 3.13% while YANG yields 3.49%, so YANG currently pays the higher dividend yield.
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