BOEG vs SCHD
Leverage Shares 2X Long BA 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 | BOEG | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.77% | 0.06% | |
| AUM | $5M | $103.7B | |
| Dividend Yield | 0.00% | 3.31% | |
| Holdings | 5 | 104 | |
| YTD Return | -9.87% | +25.58% | |
| 1Y Return | -21.05% | +31.06% | |
| 3Y Return (annualized) | - | +15.55% | |
| 5Y Return (annualized) | - | +9.61% | |
| Volatility (annualized) | 59.9% | 13.6% | |
| Max Drawdown | -46.5% | -33.4% | |
| Fund Family | Leverage Shares | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Jun 13, 2025 | Oct 20, 2011 |
BOEG vs SCHD Performance
Leverage Shares 2X Long BA Daily ETF (BOEG) 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 BOEG returned -21.05% while SCHD returned +31.06%. Year to date, BOEG is down 9.87% versus a gain of 25.58% for SCHD.
Risk: Volatility and Drawdowns
BOEG has been the more volatile fund, with annualized monthly volatility of 59.9% 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 -46.5% for BOEG 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 0.47. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BOEG charges 0.77% per year while SCHD charges 0.06%. On a $10,000 position that is $77 vs $6 annually, a gap of $71 per year that compounds over a long holding period. On income, BOEG currently yields 0.00% against 3.31% for SCHD.
Holdings Overlap
BOEG 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, BOEG or SCHD?
BOEG has an expense ratio of 0.77% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $71 per year of difference.
Which performed better, BOEG or SCHD?
Over the past year BOEG returned -21.05% vs +31.06% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), BOEG annualized +4.36% vs +11.46% for SCHD. Past performance does not guarantee future results.
Which is riskier, BOEG or SCHD?
BOEG has been the more volatile fund at 59.9% annualized versus 13.6% for SCHD. Worst drawdown: BOEG -46.5% vs SCHD -33.4%.
Should I hold both BOEG and SCHD?
BOEG and SCHD have a monthly-return correlation of 0.47, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BOEG and SCHD?
BOEG and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, BOEG or SCHD?
BOEG yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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