CURE vs SCHD
Direxion Daily Healthcare Bull 3X ETF vs Schwab US Dividend Equity ETF
Which is better, CURE or SCHD?
Multi Alternative against Large Cap Value.
SCHD has a lower expense ratio. CURE led over 1Y and the full window, SCHD over 3Y and 5Y. SCHD is less concentrated, with 41.6% of the fund in its ten largest positions against 59.8%.
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 | CURE | SCHD |
|---|---|---|
| Expense Ratio | 0.93% | 0.06%Best |
| AUM | $164M | $111.6B |
| Dividend Yield | 0.98% | 3.24% |
| Holdings | 134 | 206 |
| YTD Return | +25.93%Best | +24.55% |
| 1Y Return | +60.78%Best | +29.85% |
| 3Y Return (annualized) | +16.35% | +16.64%Best |
| 5Y Return (annualized) | +6.86% | +9.54%Best |
| Volatility (annualized) | 41.5% | 13.7%Best |
| Max Drawdown | -69.2% | -33.4%Best |
| $10,000 over 5 years | $13,934 | $15,771Best |
| Top 10 Weight | 59.8% | 41.6%Best |
| Fund Family | Direxion Shares ETF Trust | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Multi Alternative | Large Cap Value |
| Inception | Jun 15, 2011 | Oct 20, 2011 |
Volatility and max drawdown are measured over the window both funds cover: Oct 20, 2011 to Oct 14, 2026 (15 years).
CURE 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
CURE vs SCHD Performance
Direxion Daily Healthcare Bull 3X ETF (CURE) is an ETF from Direxion Shares ETF Trust and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year CURE returned +60.78% while SCHD returned +29.85%. Year to date, CURE is up 25.93% versus a gain of 24.55% for SCHD.
Over three years, CURE compounded at +16.35% per year against +16.64% for SCHD; over five years the annualized figures are +6.86% and +9.54% respectively. Across the full 15-year window we track, CURE has the edge at +28.02% annualized vs +11.26%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CURE has been the more volatile fund, with annualized monthly volatility of 41.5% compared with 13.7% 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 -69.2% for CURE and -33.4% 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 0.74. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CURE charges 0.93% per year while SCHD charges 0.06%. On a $10,000 position that is $93 vs $6 annually, a gap of $87 per year that compounds over a long holding period. On income, CURE currently yields 0.98% against 3.24% for SCHD.
Holdings Overlap
We hold position weights for 49 holdings in CURE and 98 in SCHD, totalling 99.4% 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 49 positions we hold weights for in CURE and 98 in SCHD, against full books of 134 and 206.
What only one of them owns
Our book lists 97 positions for SCHD that do not appear in our book for CURE (99.8% of the fund), and 36 for CURE that do not appear in SCHD (82.3%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of CURE 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, CURE or SCHD?
CURE has an expense ratio of 0.93% while SCHD charges 0.06%. SCHD is the cheaper option, by $87 a year on a $10,000 investment.
Which performed better, CURE or SCHD?
Over the past year CURE returned +60.78% vs +29.85% for SCHD, so CURE leads on 1-year performance. Over the longest common window we track (15 years), CURE annualized +28.02% vs +11.26% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CURE or SCHD?
CURE has been the more volatile fund at 41.5% annualized versus 13.7% for SCHD. Worst drawdown: CURE -69.2% vs SCHD -33.4%.
Should I hold both CURE and SCHD?
CURE and SCHD have a monthly-return correlation of 0.74, 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, CURE or SCHD?
CURE yields 0.98% while SCHD yields 3.24%, so SCHD currently pays the higher dividend yield.
Is SCHD better than CURE?
SCHD has a lower expense ratio. CURE led over 1Y and the full window, SCHD over 3Y and 5Y. SCHD is less concentrated, with 41.6% of the fund in its ten largest positions against 59.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.