LABU vs SCHD
Direxion Daily S&P Biotech Bull 3X ETF vs Schwab US Dividend Equity ETF
Which is better, LABU or SCHD?
Multi Alternative against Large Cap Value.
SCHD has a lower expense ratio. LABU led over 1Y and 3Y, SCHD over 5Y and the full window. LABU is less concentrated, with 32.6% of the fund in its ten largest positions against 41.6%.
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 | LABU | SCHD |
|---|---|---|
| Expense Ratio | 0.93% | 0.06%Best |
| AUM | $562M | $111.6B |
| Dividend Yield | 0.34% | 3.24% |
| Holdings | 325 | 206 |
| YTD Return | +33.35%Best | +24.55% |
| 1Y Return | +96.63%Best | +29.85% |
| 3Y Return (annualized) | +47.83%Best | +16.64% |
| 5Y Return (annualized) | -28.40% | +9.54%Best |
| Volatility (annualized) | 85.1% | 15.0%Best |
| Max Drawdown | - | -33.4% |
| $10,000 over 5 years | $1,882 | $15,771Best |
| Top 10 Weight | 32.6%Best | 41.6% |
| Fund Family | Direxion Shares ETF Trust | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Multi Alternative | Large Cap Value |
| Inception | May 28, 2015 | Oct 20, 2011 |
Volatility and max drawdown are measured over the window both funds cover: May 28, 2015 to Oct 14, 2026 (11.4 years).
LABU 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 11.4 years both funds cover.
LABU vs SCHD Performance
Direxion Daily S&P Biotech Bull 3X ETF (LABU) 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 LABU returned +96.63% while SCHD returned +29.85%. Year to date, LABU is up 33.35% versus a gain of 24.55% for SCHD.
Over three years, LABU compounded at +47.83% per year against +16.64% for SCHD; over five years the annualized figures are -28.40% and +9.54% respectively. Across the full 11-year window we track, SCHD has the edge at +10.40% annualized vs -20.93%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LABU has been the more volatile fund, with annualized monthly volatility of 85.1% compared with 15.0% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The two funds' monthly returns correlate at 0.44. They move together some of the time, and apart the rest.
Fees and Cost Over Time
LABU 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, LABU currently yields 0.34% against 3.24% for SCHD.
Holdings Overlap
1.2% of LABU's money is in holdings SCHD also owns. 3.9% of SCHD's money is in holdings LABU also owns.
SCHD and LABU share little of their money.
1 positions in common, counted across the 161 positions we hold weights for in LABU and 98 in SCHD, against full books of 325 and 206.
What only one of them owns
Our book lists 96 positions for SCHD that do not appear in our book for LABU (95.9% of the fund), and 153 for LABU that do not appear in SCHD (95.3%).
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.
Top Shared Holdings
| Stock | Weight in LABU | Weight in SCHD | Difference |
|---|---|---|---|
| AMGNAmgen Inc. | 1.19% | 3.86% | 2.67% |
You are not choosing between two funds in isolation.
Whichever of LABU 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, LABU or SCHD?
LABU 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, LABU or SCHD?
Over the past year LABU returned +96.63% vs +29.85% for SCHD, so LABU leads on 1-year performance. Over the longest common window we track (11 years), LABU annualized -20.93% vs +10.40% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LABU or SCHD?
LABU has been the more volatile fund at 85.1% annualized versus 15.0% for SCHD.
Should I hold both LABU and SCHD?
LABU and SCHD have a monthly-return correlation of 0.44, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between LABU and SCHD?
3.9% of SCHD's money is in holdings LABU also owns. 3.9% of SCHD's is in holdings LABU also owns. They hold 1 positions in common, counted across the 161 positions we hold weights for in LABU and 98 in SCHD.
Which pays a higher dividend, LABU or SCHD?
LABU yields 0.34% while SCHD yields 3.24%, so SCHD currently pays the higher dividend yield.
Is SCHD better than LABU?
SCHD has a lower expense ratio. LABU led over 1Y and 3Y, SCHD over 5Y and the full window. LABU is less concentrated, with 32.6% of the fund in its ten largest positions against 41.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.