BULZ vs SCHD
MicroSectors FANG & Innovation 3x Leveraged ETN vs Schwab US Dividend Equity ETF
Which is better, BULZ or SCHD?
Trading-Leveraged Equity against Large Cap Value.
SCHD has a lower expense ratio. BULZ led over 1Y, 3Y and the full window, SCHD over 5Y. SCHD is less concentrated, with 41.6% of the fund in its ten largest positions against 68.3%.
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 | BULZ | SCHD |
|---|---|---|
| Expense Ratio | 0.95% | 0.06%Best |
| AUM | $3.7B | $111.6B |
| Dividend Yield | 0.00% | 3.24% |
| Holdings | 15 | 206 |
| YTD Return | +50.39%Best | +24.55% |
| 1Y Return | +48.82%Best | +29.85% |
| 3Y Return (annualized) | +78.24%Best | +16.64% |
| 5Y Return (annualized) | +8.38% | +9.54%Best |
| Volatility (annualized) | 94.0% | 15.0%Best |
| Max Drawdown | -94.4% | -16.9%Best |
| $10,000 over 5 years | $14,954 | $15,771Best |
| Top 10 Weight | 68.3% | 41.6%Best |
| Fund Family | BMO Capital Markets | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Equity | Large Cap Value |
| Inception | Aug 17, 2021 | Oct 20, 2011 |
Volatility and max drawdown are measured over the window both funds cover: Aug 18, 2021 to Oct 14, 2026 (5.2 years).
BULZ vs SCHD 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 5.2 years both funds cover.
BULZ vs SCHD Performance
MicroSectors FANG & Innovation 3x Leveraged ETN (BULZ) is an ETF from BMO Capital Markets and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year BULZ returned +48.82% while SCHD returned +29.85%. Year to date, BULZ is up 50.39% versus a gain of 24.55% for SCHD.
Over three years, BULZ compounded at +78.24% per year against +16.64% for SCHD; over five years the annualized figures are +8.38% and +9.54% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BULZ has been the more volatile fund, with annualized monthly volatility of 94.0% compared with 15.0% 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 -94.4% for BULZ and -16.9% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.33. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BULZ charges 0.95% per year while SCHD charges 0.06%. On a $10,000 position that is $95 vs $6 annually, a gap of $89 per year that compounds over a long holding period. On income, BULZ currently yields 0.00% against 3.24% for SCHD.
Holdings Overlap
We hold position weights for 15 holdings in BULZ and 98 in SCHD, totalling 100.0% and 99.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 15 positions we hold weights for in BULZ and 98 in SCHD, against full books of 15 and 206.
What only one of them owns
Measured across the 15 and 98 positions we hold weights for.
SCHD holds 97 positions BULZ does not, 99.8% of the fund.
Largest: TXN 4.89%, QCOM 4.61%, PG 4.16%, CVX 4.14%, KO 4.12%
You are not choosing between two funds in isolation.
Whichever of BULZ and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BULZ or SCHD?
BULZ has an expense ratio of 0.95% while SCHD charges 0.06%. SCHD is the cheaper option, by $89 a year on a $10,000 investment.
Which performed better, BULZ or SCHD?
Over the past year BULZ returned +48.82% vs +29.85% for SCHD, so BULZ leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BULZ or SCHD?
BULZ has been the more volatile fund at 94.0% annualized versus 15.0% for SCHD. Worst drawdown: BULZ -94.4% vs SCHD -16.9%.
Should I hold both BULZ and SCHD?
BULZ and SCHD have a monthly-return correlation of 0.33, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, BULZ or SCHD?
BULZ yields 0.00% while SCHD yields 3.24%, so SCHD currently pays the higher dividend yield.
Is SCHD better than BULZ?
SCHD has a lower expense ratio. BULZ led over 1Y, 3Y and the full window, SCHD over 5Y. SCHD is less concentrated, with 41.6% of the fund in its ten largest positions against 68.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.