AMZU vs SCHD
Direxion Daily AMZN Bull 2X ETF vs Schwab US Dividend Equity ETF
Which is better, AMZU or SCHD?
Trading-Leveraged Equity against Large Cap Value.
SCHD has a lower expense ratio. AMZU led over 3Y and the full window, SCHD over 1Y.
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 | AMZU | SCHD |
|---|---|---|
| Expense Ratio | 0.99% | 0.06%Best |
| AUM | $263M | $112.2B |
| Dividend Yield | 4.69% | 3.13% |
| Holdings | 9 | 103 |
| YTD Return | +11.78% | +27.56%Best |
| 1Y Return | -4.05% | +30.29%Best |
| 3Y Return (annualized) | +20.07%Best | +16.37% |
| 5Y Return (annualized) | - | +10.23% |
| Volatility (annualized) | 57.3% | 14.1%Best |
| Max Drawdown | -55.6% | -16.1%Best |
| $10,000 over 4 years | $16,765Best | $16,607 |
| Fund Family | Direxion Shares ETF Trust | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Equity | Large Cap Value |
| Inception | Sep 7, 2022 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4 years row, are measured over the window both funds cover: Sep 7, 2022 to Sep 4, 2026 (4 years).
AMZU 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 4 years both funds cover.
AMZU vs SCHD Performance
Direxion Daily AMZN Bull 2X ETF (AMZU) 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 AMZU returned -4.05% while SCHD returned +30.29%. Year to date, AMZU is up 11.78% versus a gain of 27.56% for SCHD.
Over three years, AMZU compounded at +20.07% per year against +16.37% for SCHD. Across the full 4-year window we track, AMZU has the edge at +13.79% annualized vs +13.52%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AMZU has been the more volatile fund, with annualized monthly volatility of 57.3% compared with 14.1% 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 -55.6% for AMZU and -16.1% 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 0.09. They move largely independently of each other.
Fees and Cost Over Time
AMZU charges 0.99% per year while SCHD charges 0.06%. On a $10,000 position that is $99 vs $6 annually, a gap of $93 per year that compounds over a long holding period. On income, AMZU currently yields 4.69% against 3.13% for SCHD.
Holdings Overlap
We hold position weights for 4 holdings in AMZU and 100 in SCHD, totalling 89.5% and 100.0% 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 4 positions we hold weights for in AMZU and 100 in SCHD, against full books of 9 and 103.
You are not choosing between two funds in isolation.
Whichever of AMZU 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, AMZU or SCHD?
AMZU has an expense ratio of 0.99% while SCHD charges 0.06%. SCHD is the cheaper option, by $93 a year on a $10,000 investment.
Which performed better, AMZU or SCHD?
Over the past year AMZU returned -4.05% vs +30.29% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (4 years), AMZU annualized +13.79% vs +13.52% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AMZU or SCHD?
AMZU has been the more volatile fund at 57.3% annualized versus 14.1% for SCHD. Worst drawdown: AMZU -55.6% vs SCHD -16.1%.
Should I hold both AMZU and SCHD?
AMZU and SCHD have a monthly-return correlation of 0.09, 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, AMZU or SCHD?
AMZU yields 4.69% while SCHD yields 3.13%, so AMZU currently pays the higher dividend yield.
Is SCHD better than AMZU?
SCHD has a lower expense ratio. AMZU led over 3Y and the full window, SCHD over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.