Compare · 2 funds side by side · dividends reinvested

ERX and SCHD

ERXDirexion×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$38,006ERX · best of the two

02 / 04

ERX and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Direxion Daily Energy Bull 2X ETFLeveraged · 2x0.91%1.32%+91.3%+97.4%+24.7%+30.6%−30.0%46.5%$269M1.5

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: ERX 2008 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily Energy Bull 2X ETF · $269M$38,006

ERX

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 10.4% in common

ERXMeasureSCHD

+91.3%Year to dateJan 1 → Nov 4+35.3%

+97.4%1 yearTotal return+41.6%

+24.7%3 years · per year$10,000 became $19,405 · $17,908+21.4%

+30.6%5 years · per year$10,000 became $38,006 · $16,881+11.0%

0.91%Expense ratio$91 · $6 a year on $10k · lower is better0.06%

1.32%Trailing 12-mo yield$132 · $291 a year on $10k2.91%

−30.0%Worst dropSmaller is better−6.9%

46.5%VolatilityLower is calmer11.5%

ERXSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ERX vs SCHD: Top 5 Holdings

Today

ERX

17.3%in top 5

SCHD

in top 521.6%

ERXStockSCHD

7.1%XOMnot top 5

5.4%CVX4.2%

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

2.1%COP4.1%

1.4%MPCnot top 5

1.3%PSXnot top 5

Held in common10.4%

End-of-day Nov 4, 2026 · share of each fund

ERX vs SCHD Returns, Every Period

DirexionERX

+30.6%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

ERXSCHDFaded: behind in that period

4–0ERX wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Leveraged vs Income: ERX vs SCHD

YTD

DirexionERX

+91.3%

SCHDSchwab

+35.3%

+91.3%Year to date+35.3%

−30.0%Worst drop · 1Y−6.9%

46.5%Volatility · 1Y11.5%

1.3%Yield2.9%

$269MAssets$121B

3–1SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ERX, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

ERX0.91%$91

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ERX, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

ERX1.32%$132

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

ERX$132 − $91 = $41

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ERX, SCHD

Today

10.4%most shared, ERX and SCHD

ERXSCHD

ERX—10.4%

SCHD10.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+97.4%ERX, at 46.5% volatility

SCHDWorst drop−6.9%11.5% vol

ERXWorst drop−30.0%46.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDERX

+35.3%Year to date+91.3%

2.9%Yield1.3%

+41.6%Past year+97.4%

0.06%Fee0.91%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026