BABX vs SCHD
GraniteShares 2x Long BABA Daily ETF vs Schwab US Dividend Equity ETF
Which is better, BABX or SCHD?
Trading-Leveraged Equity against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y 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 | BABX | SCHD |
|---|---|---|
| Expense Ratio | 1.15% | 0.06%Best |
| AUM | $132M | $112.1B |
| Dividend Yield | 0.00% | 3.00% |
| Holdings | 2 | 103 |
| YTD Return | -58.05% | +26.13%Best |
| 1Y Return | -56.90% | +30.01%Best |
| 3Y Return (annualized) | -6.63% | +16.09%Best |
| 5Y Return (annualized) | - | +9.95% |
| Volatility (annualized) | 94.8% | 13.1%Best |
| Max Drawdown | -78.8% | -16.1%Best |
| $10,000 over 3.7 years | $6,974 | $15,104Best |
| Fund Family | GraniteShares | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Equity | Large Cap Value |
| Inception | Dec 13, 2022 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.7 years row, are measured over the window both funds cover: Dec 13, 2022 to Sep 8, 2026 (3.7 years).
BABX 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 3.7 years both funds cover.
BABX vs SCHD Performance
GraniteShares 2x Long BABA Daily ETF (BABX) is an ETF from GraniteShares and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year BABX returned -56.90% while SCHD returned +30.01%. Year to date, BABX is down 58.05% versus a gain of 26.13% for SCHD.
Over three years, BABX compounded at -6.63% per year against +16.09% for SCHD. Across the full 4-year window we track, SCHD has the edge at +11.79% annualized vs -9.28%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BABX has been the more volatile fund, with annualized monthly volatility of 94.8% compared with 13.1% 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 -78.8% for BABX 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 0.30. They move together some of the time, and apart the rest.
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 3.00% for SCHD.
Holdings Overlap
We hold position weights for 1 holding in BABX and 100 in SCHD, totalling 66.7% 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 1 positions we hold weights for in BABX and 100 in SCHD, against full books of 2 and 103.
You are not choosing between two funds in isolation.
Whichever of BABX 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, BABX or SCHD?
BABX has an expense ratio of 1.15% while SCHD charges 0.06%. SCHD is the cheaper option, by $109 a year on a $10,000 investment.
Which performed better, BABX or SCHD?
Over the past year BABX returned -56.90% vs +30.01% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (4 years), BABX annualized -9.28% vs +11.79% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BABX or SCHD?
BABX has been the more volatile fund at 94.8% annualized versus 13.1% for SCHD. Worst drawdown: BABX -78.8% vs SCHD -16.1%.
Should I hold both BABX and SCHD?
BABX and SCHD have a monthly-return correlation of 0.30, 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, BABX or SCHD?
BABX yields 0.00% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than BABX?
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.