Compare · 2 funds side by side · dividends reinvested

SCHD and FAS

SCHDSchwab×FASDirexion×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,454SCHD · best of the two

02 / 04

SCHD and FAS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.1%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.3

Direxion Daily Financial Bull 3X ETFLeveraged · 3x0.92%8.21%+7.3%+21.2%+50.7%+7.3%−40.9%45.5%$2.1B1.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: SCHD 2011 · FAS 2008

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,454

SCHD

FAS

Direxion Daily Financial Bull 3X ETF · $2.1B$14,212

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

SCHDMeasureFAS

+33.1%Year to dateJan 1 → Nov 9+7.3%

+39.1%1 yearTotal return+21.2%

+19.6%3 years · per year$10,000 became $17,118 · $34,247+50.7%

+10.5%5 years · per year$10,000 became $16,454 · $14,212+7.3%

0.06%Expense ratio$6 · $92 a year on $10k · lower is better0.92%

2.96%Trailing 12-mo yield$296 · $821 a year on $10k8.21%

−6.9%Worst dropSmaller is better−40.9%

11.8%VolatilityLower is calmer45.5%

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

6–2SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs FAS: Top 5 Holdings

Today

SCHD

21.4%in top 5

FAS

in top 59.4%

SCHDStockFAS

4.4%PGnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

not top 5BRK-B2.8%

not top 5JPM2.4%

not top 5V1.9%

not top 5MA1.4%

not top 5BAC0.9%

Held in common0.7%

End-of-day Nov 9, 2026 · share of each fund

SCHD vs FAS Returns, Every Period

SchwabSCHD

+10.5%

5 years, per year

FASDirexion

+7.3%

5 years, per year

SCHDFASFaded: behind in that period

3–1SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Leveraged: SCHD vs FAS

YTD

SchwabSCHD

+33.1%

FASDirexion

+7.3%

+33.1%Year to date+7.3%

−6.9%Worst drop · 1Y−40.9%

11.8%Volatility · 1Y45.5%

3.0%Yield8.2%

$120BAssets$2.1B

3–1SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHD, FAS

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FAS0.92%$92

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SCHD, FAS

8.21%highest, FAS

FundTrailing yieldYield$10k

FAS8.21%$821

SCHD2.96%$296

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$729most kept, FAS

FAS$821 − $92 = $729

SCHD$296 − $6 = $290

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SCHD, FAS

Today

0.7%most shared, SCHD and FAS

SCHDFAS

SCHD—0.7%

FAS0.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

FASWorst drop−40.9%45.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

FASSCHD

+7.3%Year to date+33.1%

8.2%Yield3.0%

+21.2%Past year+39.1%

0.92%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026