SCHD vs TBXU
Schwab US Dividend Equity ETF vs Direxion Daily Biotech Top 5 Bull 2X ETF
Which is better, SCHD or TBXU?
Large Cap Value against Trading-Leveraged Equity.
SCHD has a lower expense ratio. TBXU led over 1Y and the full window.
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 | SCHD | TBXU |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.98% |
| AUM | $111.6B | $3M |
| Dividend Yield | 3.24% | 1.92% |
| Holdings | 206 | 22 |
| YTD Return | +24.55%Best | +23.85% |
| 1Y Return | +29.85% | +43.65%Best |
| 3Y Return (annualized) | +16.64% | - |
| 5Y Return (annualized) | +9.54% | - |
| Volatility (annualized) | 14.6%Best | 38.9% |
| Max Drawdown | -6.9%Best | -26.5% |
| $10,000 over 1 years | $12,573 | $14,385Best |
| Top 10 Weight | 41.6% | - |
| Fund Family | Charles Schwab Asset Management | Direxion Shares ETF Trust |
| Category | Equity | Alternative |
| Style | Large Cap Value | Trading-Leveraged Equity |
| Inception | Oct 20, 2011 | Oct 1, 2025 |
Volatility and max drawdown, and the $10,000 over 1 years row, are measured over the window both funds cover: Oct 1, 2025 to Oct 14, 2026 (1 years).
SCHD vs TBXU 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 1 years both funds cover.
SCHD vs TBXU Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Direxion Daily Biotech Top 5 Bull 2X ETF (TBXU) is an ETF from Direxion Shares ETF Trust. Over the past year SCHD returned +29.85% while TBXU returned +43.65%. Year to date, SCHD is up 24.55% versus a gain of 23.85% for TBXU.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
TBXU has been the more volatile fund, with annualized monthly volatility of 38.9% compared with 14.6% 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 -6.9% for SCHD and -26.5% for TBXU. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.46. They move together some of the time, and apart the rest.
Fees and Cost Over Time
SCHD charges 0.06% per year while TBXU charges 0.98%. On a $10,000 position that is $6 vs $98 annually, a gap of $92 per year that compounds over a long holding period. On income, SCHD currently yields 3.24% against 1.92% for TBXU.
Holdings Overlap
3.9% of SCHD's money is in holdings TBXU also owns. 10.2% of TBXU's money is in holdings SCHD also owns.
TBXU and SCHD share little of their money.
1 positions in common, counted across the 98 positions we hold weights for in SCHD and 7 in TBXU, against full books of 206 and 22.
What only one of them owns
Our book lists 5 positions for TBXU that do not appear in our book for SCHD (77.7% of the fund), and 96 for SCHD that do not appear in TBXU (95.9%).
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 SCHD | Weight in TBXU | Difference |
|---|---|---|---|
| AMGNAmgen Inc. | 3.86% | 10.16% | 6.30% |
You are not choosing between two funds in isolation.
Whichever of SCHD and TBXU 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, SCHD or TBXU?
SCHD has an expense ratio of 0.06% while TBXU charges 0.98%. SCHD is the cheaper option, by $92 a year on a $10,000 investment.
Which performed better, SCHD or TBXU?
Over the past year SCHD returned +29.85% vs +43.65% for TBXU, so TBXU leads on 1-year performance. Over the longest common window we track (1 years), SCHD annualized +25.73% vs +43.85% for TBXU. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCHD or TBXU?
TBXU has been the more volatile fund at 38.9% annualized versus 14.6% for SCHD. Worst drawdown: SCHD -6.9% vs TBXU -26.5%.
Should I hold both SCHD and TBXU?
SCHD and TBXU have a monthly-return correlation of 0.46, 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 SCHD and TBXU?
10.2% of TBXU's money is in holdings SCHD also owns. 10.2% of TBXU's is in holdings SCHD also owns. They hold 1 positions in common, counted across the 98 positions we hold weights for in SCHD and 7 in TBXU.
Which pays a higher dividend, SCHD or TBXU?
SCHD yields 3.24% while TBXU yields 1.92%, so SCHD currently pays the higher dividend yield.
Is TBXU better than SCHD?
SCHD has a lower expense ratio. TBXU led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.