BAIG vs SCHD
Leverage Shares 2X Long BBAI 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 104 holdings.
Side-by-Side Comparison
| Metric | BAIG | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.78% | 0.06% | |
| AUM | $10M | $108.7B | |
| Dividend Yield | 3.36% | 3.13% | |
| Holdings | 6 | 104 | |
| YTD Return | -81.87% | +25.69% | |
| 1Y Return | -86.67% | +30.41% | |
| 3Y Return (annualized) | - | +16.03% | |
| 5Y Return (annualized) | - | +9.64% | |
| Volatility (annualized) | 130.3% | 13.6% | |
| Max Drawdown | -96.0% | -33.4% | |
| Fund Family | Leverage Shares | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Aug 20, 2025 | Oct 20, 2011 |
BAIG vs SCHD Performance
Leverage Shares 2X Long BBAI Daily ETF (BAIG) is a ETF from Leverage Shares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year BAIG returned -86.67% while SCHD returned +30.41%. Year to date, BAIG is down 81.87% versus a gain of 25.69% for SCHD.
Risk: Volatility and Drawdowns
BAIG has been the more volatile fund, with annualized monthly volatility of 130.3% 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 -96.0% for BAIG 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 -0.20. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BAIG charges 0.78% per year while SCHD charges 0.06%. On a $10,000 position that is $78 vs $6 annually, a gap of $72 per year that compounds over a long holding period. On income, BAIG currently yields 3.36% against 3.13% for SCHD.
Holdings Overlap
BAIG 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, BAIG or SCHD?
BAIG has an expense ratio of 0.78% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $72 per year of difference.
Which performed better, BAIG or SCHD?
Over the past year BAIG returned -86.67% vs +30.41% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results.
Which is riskier, BAIG or SCHD?
BAIG has been the more volatile fund at 130.3% annualized versus 13.6% for SCHD. Worst drawdown: BAIG -96.0% vs SCHD -33.4%.
Should I hold both BAIG and SCHD?
BAIG and SCHD have a monthly-return correlation of -0.20, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BAIG and SCHD?
BAIG and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, BAIG or SCHD?
BAIG yields 3.36% while SCHD yields 3.13%, so BAIG currently pays the higher dividend yield.
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