SCHD vs TEXU
Schwab US Dividend Equity ETF vs Direxion Daily Energy Top 5 Bull 2X ETF
Which is better, SCHD or TEXU?
Large Cap Value against Trading-Leveraged Equity.
SCHD has a lower expense ratio. TEXU led over 1Y 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 | TEXU |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.98% |
| AUM | $111.6B | $4M |
| Dividend Yield | 3.24% | 2.04% |
| Holdings | 206 | 22 |
| YTD Return | +24.55% | +103.41%Best |
| 1Y Return | +29.85% | +115.74%Best |
| 3Y Return (annualized) | +16.64% | - |
| 5Y Return (annualized) | +9.54% | - |
| Volatility (annualized) | 14.6%Best | 57.5% |
| Max Drawdown | -6.9%Best | -31.7% |
| $10,000 over 1 years | $12,573 | $19,978Best |
| Top 10 Weight | 41.6% | - |
| Fund Family | Charles Schwab Asset Management | Direxion Shares ETF Trust |
| Category | Equity | Alternative |
| Style | Large Cap Value | Trading-Leveraged Equity |
| Inception | Oct 20, 2011 | Oct 1, 2025 |
Volatility and max drawdown, and the $10,000 over 1 years row, are measured over the window both funds cover: Oct 1, 2025 to Oct 14, 2026 (1 years).
SCHD vs TEXU 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 1 years both funds cover.
SCHD vs TEXU Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Direxion Daily Energy Top 5 Bull 2X ETF (TEXU) is an ETF from Direxion Shares ETF Trust. Over the past year SCHD returned +29.85% while TEXU returned +115.74%. Year to date, SCHD is up 24.55% versus a gain of 103.41% for TEXU.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
TEXU has been the more volatile fund, with annualized monthly volatility of 57.5% compared with 14.6% 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 -6.9% for SCHD and -31.7% for TEXU. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.60. They move together some of the time, and apart the rest.
Fees and Cost Over Time
SCHD charges 0.06% per year while TEXU charges 0.98%. On a $10,000 position that is $6 vs $98 annually, a gap of $92 per year that compounds over a long holding period. On income, SCHD currently yields 3.24% against 2.04% for TEXU.
Holdings Overlap
9.9% of SCHD's money is in holdings TEXU also owns. 36.3% of TEXU's money is in holdings SCHD also owns.
The two portfolios partly overlap.
3 positions in common, counted across the 98 positions we hold weights for in SCHD and 7 in TEXU, against full books of 206 and 22.
What only one of them owns
Our book lists 4 positions for TEXU that do not appear in our book for SCHD (60.1% of the fund), and 94 for SCHD that do not appear in TEXU (89.8%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
36.3% of TEXU is already inside SCHD.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SCHD or TEXU?
SCHD has an expense ratio of 0.06% while TEXU charges 0.98%. SCHD is the cheaper option, by $92 a year on a $10,000 investment.
Which performed better, SCHD or TEXU?
Over the past year SCHD returned +29.85% vs +115.74% for TEXU, so TEXU leads on 1-year performance. Over the longest common window we track (1 years), SCHD annualized +25.73% vs +99.78% for TEXU. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCHD or TEXU?
TEXU has been the more volatile fund at 57.5% annualized versus 14.6% for SCHD. Worst drawdown: SCHD -6.9% vs TEXU -31.7%.
Should I hold both SCHD and TEXU?
SCHD and TEXU have a monthly-return correlation of 0.60, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between SCHD and TEXU?
36.3% of TEXU's money is in holdings SCHD also owns. 36.3% of TEXU's is in holdings SCHD also owns. They hold 3 positions in common, counted across the 98 positions we hold weights for in SCHD and 7 in TEXU.
Which pays a higher dividend, SCHD or TEXU?
SCHD yields 3.24% while TEXU yields 2.04%, so SCHD currently pays the higher dividend yield.
Is TEXU better than SCHD?
SCHD has a lower expense ratio. TEXU led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.