SCHD vs YANG
Schwab US Dividend Equity ETF vs Direxion Daily FTSE China Bear 3X ETF
Which is better, SCHD or YANG?
Large Cap Value against Trading-Inverse Equity.
SCHD has a lower expense ratio. SCHD led over 3Y, 5Y and the full window, YANG over 1Y.
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 | YANG |
|---|---|---|
| Expense Ratio | 0.06%Best | 1.03% |
| AUM | $112.1B | $102M |
| Dividend Yield | 3.00% | 3.17% |
| Holdings | 103 | 7 |
| YTD Return | +24.23% | +45.21%Best |
| 1Y Return | +27.90% | +57.03%Best |
| 3Y Return (annualized) | +15.55%Best | -44.53% |
| 5Y Return (annualized) | +9.97%Best | -37.03% |
| Volatility (annualized) | 13.6%Best | 65.0% |
| Max Drawdown | -33.4% | - |
| $10,000 over 5 years | $16,083Best | $990 |
| Fund Family | Charles Schwab Asset Management | Direxion Shares ETF Trust |
| Category | Equity | Alternative |
| Style | Large Cap Value | Trading-Inverse Equity |
| Inception | Oct 20, 2011 | Dec 3, 2009 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Oct 20, 2011 to Sep 17, 2026 (14.9 years).
SCHD vs YANG 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 14.9 years both funds cover.
SCHD vs YANG Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Direxion Daily FTSE China Bear 3X ETF (YANG) is an ETF from Direxion Shares ETF Trust. Over the past year SCHD returned +27.90% while YANG returned +57.03%. Year to date, SCHD is up 24.23% versus a gain of 45.21% for YANG.
Over three years, SCHD compounded at +15.55% per year against -44.53% for YANG; over five years the annualized figures are +9.97% and -37.03% respectively. Across the full 15-year window we track, SCHD has the edge at +11.30% annualized vs -38.77%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
YANG has been the more volatile fund, with annualized monthly volatility of 65.0% compared with 13.6% 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 -0.32. They move together some of the time, and apart the rest.
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 3.00% against 3.17% for YANG.
Holdings Overlap
We hold position weights for 100 holdings in SCHD and 3 in YANG, totalling 100.0% and 99.3% 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 3 in YANG, against full books of 103 and 7.
You are not choosing between two funds in isolation.
Whichever of SCHD and YANG 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 YANG?
SCHD has an expense ratio of 0.06% while YANG charges 1.03%. SCHD is the cheaper option, by $97 a year on a $10,000 investment.
Which performed better, SCHD or YANG?
Over the past year SCHD returned +27.90% vs +57.03% for YANG, so YANG leads on 1-year performance. Over the longest common window we track (15 years), SCHD annualized +11.30% vs -38.77% for YANG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCHD or YANG?
YANG has been the more volatile fund at 65.0% annualized versus 13.6% for SCHD.
Should I hold both SCHD and YANG?
SCHD and YANG have a monthly-return correlation of -0.32, 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 YANG?
SCHD yields 3.00% while YANG yields 3.17%, so YANG currently pays the higher dividend yield.
Is YANG better than SCHD?
SCHD has a lower expense ratio. SCHD led over 3Y, 5Y and the full window, YANG over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.