BABX vs SCHD
GraniteShares 2x Long BABA Daily ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | BABX | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.15% | 0.06% | |
| AUM | $97M | $103.7B | |
| Dividend Yield | 0.00% | 3.31% | |
| Holdings | 2 | 104 | |
| YTD Return | -37.19% | +25.33% | |
| 1Y Return | -4.07% | +32.31% | |
| 3Y Return (annualized) | +1.82% | +15.40% | |
| 5Y Return (annualized) | - | +9.70% | |
| Volatility (annualized) | 95.6% | 13.6% | |
| Max Drawdown | -78.8% | -33.4% | |
| Fund Family | GraniteShares | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Dec 13, 2022 | Oct 20, 2011 |
BABX vs SCHD Performance
GraniteShares 2x Long BABA Daily ETF (BABX) is a ETF from GraniteShares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year BABX returned -4.07% while SCHD returned +32.31%. Year to date, BABX is down 37.19% versus a gain of 25.33% for SCHD.
Over three years, BABX compounded at +1.82% per year against +15.40% for SCHD. Across the full 4-year window we track, SCHD has the edge at +11.45% annualized vs -0.54%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BABX has been the more volatile fund, with annualized monthly volatility of 95.6% 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 -78.8% for BABX 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 0.32. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BABX charges 1.15% per year while SCHD charges 0.06%. On a $10,000 position that is $115 vs $6 annually, a gap of $109 per year that compounds over a long holding period. On income, BABX currently yields 0.00% against 3.31% for SCHD.
Holdings Overlap
BABX and SCHD share 0 holdings out of 101 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, BABX or SCHD?
BABX has an expense ratio of 1.15% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $109 per year of difference.
Which performed better, BABX or SCHD?
Over the past year BABX returned -4.07% vs +32.31% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (4 years), BABX annualized -0.54% vs +11.45% for SCHD. Past performance does not guarantee future results.
Which is riskier, BABX or SCHD?
BABX has been the more volatile fund at 95.6% annualized versus 13.6% for SCHD. Worst drawdown: BABX -78.8% vs SCHD -33.4%.
Should I hold both BABX and SCHD?
BABX and SCHD have a monthly-return correlation of 0.32, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BABX and SCHD?
BABX and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, BABX or SCHD?
BABX yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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