AMUU vs SCHD

Quick Verdict

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

Lower Fees: SCHDHigher Returns: AMUUMore Diversified: SCHD

Side-by-Side Comparison

MetricAMUUSCHDWinner
Expense Ratio1.06%0.06%
AUM$76M$103.7B
Dividend Yield2.81%3.31%
Holdings10104
YTD Return+202.96%+25.62%
1Y Return+320.04%+32.62%
3Y Return (annualized)-+15.58%
5Y Return (annualized)-+9.63%
Volatility (annualized)211.6%13.6%
Max Drawdown-56.5%-33.4%
Fund FamilyDirexion Shares ETF TrustCharles Schwab Asset Management
CategoryAlternativeEquity
InceptionFeb 12, 2025Oct 20, 2011

AMUU vs SCHD Performance

Direxion Daily AMD Bull 2X ETF (AMUU) 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 AMUU returned +320.04% while SCHD returned +32.62%. Year to date, AMUU is up 202.96% versus a gain of 25.62% for SCHD.

Risk: Volatility and Drawdowns

AMUU has been the more volatile fund, with annualized monthly volatility of 211.6% 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 -56.5% for AMUU 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 -0.02. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AMUU charges 1.06% per year while SCHD charges 0.06%. On a $10,000 position that is $106 vs $6 annually, a gap of $100 per year that compounds over a long holding period. On income, AMUU currently yields 2.81% against 3.31% for SCHD.

Holdings Overlap

0.0%overlap

AMUU and SCHD share 0 holdings out of 106 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, AMUU or SCHD?

AMUU has an expense ratio of 1.06% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $100 per year of difference.

Which performed better, AMUU or SCHD?

Over the past year AMUU returned +320.04% vs +32.62% for SCHD, so AMUU leads on 1-year performance. Over the longest common window we track (2 years), AMUU annualized +305.77% vs +11.47% for SCHD. Past performance does not guarantee future results.

Which is riskier, AMUU or SCHD?

AMUU has been the more volatile fund at 211.6% annualized versus 13.6% for SCHD. Worst drawdown: AMUU -56.5% vs SCHD -33.4%.

Should I hold both AMUU and SCHD?

AMUU and SCHD have a monthly-return correlation of -0.02, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AMUU and SCHD?

AMUU and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 106 unique securities.

Which pays a higher dividend, AMUU or SCHD?

AMUU yields 2.81% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.

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