EURL vs SCHD

Quick Verdict

SCHD has a lower expense ratio. EURL delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: EURLMore Diversified: SCHD

Side-by-Side Comparison

MetricEURLSCHDWinner
Expense Ratio1.04%0.06%
AUM$51M$103.7B
Dividend Yield1.59%3.31%
Holdings9104
YTD Return+23.18%+24.26%
1Y Return+57.43%+31.38%
3Y Return (annualized)+36.09%+15.08%
5Y Return (annualized)+8.24%+9.72%
Volatility (annualized)49.6%13.6%
Max Drawdown-85.2%-33.4%
Fund FamilyDirexion Shares ETF TrustCharles Schwab Asset Management
CategoryAlternativeEquity
InceptionJan 22, 2014Oct 20, 2011

EURL vs SCHD Performance

Direxion Daily FTSE Europe Bull 3X ETF (EURL) is a ETF from Direxion Shares ETF Trust and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year EURL returned +57.43% while SCHD returned +31.38%. Year to date, EURL is up 23.18% versus a gain of 24.26% for SCHD.

Over three years, EURL compounded at +36.09% per year against +15.08% for SCHD; over five years the annualized figures are +8.24% and +9.72% respectively. Across the full 13-year window we track, SCHD has the edge at +11.39% annualized vs +2.94%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EURL has been the more volatile fund, with annualized monthly volatility of 49.6% compared with 13.6% 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 -85.2% for EURL and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.77. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

EURL charges 1.04% per year while SCHD charges 0.06%. On a $10,000 position that is $104 vs $6 annually, a gap of $98 per year that compounds over a long holding period. On income, EURL currently yields 1.59% against 3.31% for SCHD.

Holdings Overlap

0.0%overlap

EURL and SCHD share 0 holdings out of 104 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, EURL or SCHD?

EURL has an expense ratio of 1.04% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $98 per year of difference.

Which performed better, EURL or SCHD?

Over the past year EURL returned +57.43% vs +31.38% for SCHD, so EURL leads on 1-year performance. Over the longest common window we track (13 years), EURL annualized +2.94% vs +11.39% for SCHD. Past performance does not guarantee future results.

Which is riskier, EURL or SCHD?

EURL has been the more volatile fund at 49.6% annualized versus 13.6% for SCHD. Worst drawdown: EURL -85.2% vs SCHD -33.4%.

Should I hold both EURL and SCHD?

EURL and SCHD have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EURL and SCHD?

EURL and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 104 unique securities.

Which pays a higher dividend, EURL or SCHD?

EURL yields 1.59% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.

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