BOEU vs SCHD
Direxion Daily BA Bull 2X 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 | BOEU | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.06% | 0.06% | |
| AUM | $22M | $108.7B | |
| Dividend Yield | 1.72% | 3.13% | |
| Holdings | 10 | 104 | |
| YTD Return | -16.87% | +28.63% | |
| 1Y Return | -22.23% | +32.53% | |
| 3Y Return (annualized) | - | +16.97% | |
| 5Y Return (annualized) | - | +10.47% | |
| Volatility (annualized) | 58.8% | 13.7% | |
| Max Drawdown | -46.0% | -33.4% | |
| Fund Family | Direxion Shares ETF Trust | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Apr 23, 2025 | Oct 20, 2011 |
BOEU vs SCHD Performance
Direxion Daily BA Bull 2X ETF (BOEU) is a ETF from Direxion Shares ETF Trust and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year BOEU returned -22.23% while SCHD returned +32.53%. Year to date, BOEU is down 16.87% versus a gain of 28.63% for SCHD.
Risk: Volatility and Drawdowns
BOEU has been the more volatile fund, with annualized monthly volatility of 58.8% compared with 13.7% 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 -46.0% for BOEU 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 0.42. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BOEU charges 1.06% per year while SCHD charges 0.06%. On a $10,000 position that is $106 vs $6 annually, a gap of $100 per year that compounds over a long holding period. On income, BOEU currently yields 1.72% against 3.13% for SCHD.
Holdings Overlap
BOEU and SCHD share 0 holdings out of 105 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, BOEU or SCHD?
BOEU has an expense ratio of 1.06% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $100 per year of difference.
Which performed better, BOEU or SCHD?
Over the past year BOEU returned -22.23% vs +32.53% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), BOEU annualized +18.70% vs +11.63% for SCHD. Past performance does not guarantee future results.
Which is riskier, BOEU or SCHD?
BOEU has been the more volatile fund at 58.8% annualized versus 13.7% for SCHD. Worst drawdown: BOEU -46.0% vs SCHD -33.4%.
Should I hold both BOEU and SCHD?
BOEU and SCHD have a monthly-return correlation of 0.42, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BOEU and SCHD?
BOEU and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 105 unique securities.
Which pays a higher dividend, BOEU or SCHD?
BOEU yields 1.72% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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