Compare · 2 funds side by side · dividends reinvested

SOXL and SCHD

SOXLDirexion×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375SCHD · best of the two

02 / 04

SOXL and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.1

Direxion Daily Semiconductor Bull 3X ETFLeveraged · 3x0.91%0.23%−2.7%−4.4%+40.8%−2.2%−86.4%150.7%$18.5B1.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: SOXL 2010 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily Semiconductor Bull 3X ETF · $18.5B$8,961

SOXL

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested · they hold 2.0% in common

SOXLMeasureSCHD

−2.7%Year to dateJan 1 → Nov 5+32.3%

−4.4%1 yearTotal return+38.7%

+40.8%3 years · per year$10,000 became $27,898 · $17,414+20.3%

−2.2%5 years · per year$10,000 became $8,961 · $16,375+10.4%

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

0.23%Trailing 12-mo yield$23 · $298 a year on $10k2.98%

−86.4%Worst dropSmaller is better−6.9%

150.7%VolatilityLower is calmer11.7%

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

1–7SCHD wins

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

More Ways to See the Pairs

SOXL vs SCHD: Top 5 Holdings

Today

SOXL

7.8%in top 5

SCHD

in top 521.7%

SOXLStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

1.9%AMDnot top 5

1.6%NVDAnot top 5

1.6%AVGOnot top 5

1.5%MUnot top 5

1.2%INTCnot top 5

Held in common2.0%

End-of-day Nov 5, 2026 · share of each fund

SOXL vs SCHD Returns, Every Period

DirexionSOXL

−2.2%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

SOXLSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Leveraged vs Income: SOXL vs SCHD

YTD

DirexionSOXL

−2.7%

SCHDSchwab

+32.3%

−2.7%Year to date+32.3%

−86.4%Worst drop · 1Y−6.9%

150.7%Volatility · 1Y11.7%

0.2%Yield3.0%

$18.5BAssets$120B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SOXL, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SOXL0.91%$91

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SOXL, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

SOXL0.23%$23

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

SOXL$23 − $91 = −$68

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SOXL, SCHD

Today

2.0%most shared, SOXL and SCHD

SOXLSCHD

SOXL—2.0%

SCHD2.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

SOXLWorst drop−86.4%150.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSOXL

+32.3%Year to date−2.7%

3.0%Yield0.2%

+38.7%Past year−4.4%

0.06%Fee0.91%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026