BRKD vs SCHD
Direxion Daily BRKB Bear 1X 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 | BRKD | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.00% | 0.06% | |
| AUM | $1M | $108.7B | |
| Dividend Yield | 2.82% | 3.13% | |
| Holdings | 7 | 104 | |
| YTD Return | +3.82% | +26.54% | |
| 1Y Return | +11.74% | +30.90% | |
| 3Y Return (annualized) | - | +16.29% | |
| 5Y Return (annualized) | - | +9.65% | |
| Volatility (annualized) | 16.8% | 13.6% | |
| Max Drawdown | -17.9% | -33.4% | |
| Fund Family | Direxion Shares ETF Trust | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Dec 11, 2024 | Oct 20, 2011 |
BRKD vs SCHD Performance
Direxion Daily BRKB Bear 1X ETF (BRKD) 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 BRKD returned +11.74% while SCHD returned +30.90%. Year to date, BRKD is up 3.82% versus a gain of 26.54% for SCHD.
Risk: Volatility and Drawdowns
BRKD has been the more volatile fund, with annualized monthly volatility of 16.8% 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 -17.9% for BRKD 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
BRKD charges 1.00% per year while SCHD charges 0.06%. On a $10,000 position that is $100 vs $6 annually, a gap of $94 per year that compounds over a long holding period. On income, BRKD currently yields 2.82% against 3.13% for SCHD.
Holdings Overlap
BRKD and SCHD share 0 holdings out of 103 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, BRKD or SCHD?
BRKD has an expense ratio of 1.00% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $94 per year of difference.
Which performed better, BRKD or SCHD?
Over the past year BRKD returned +11.74% vs +30.90% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), BRKD annualized +0.64% vs +11.51% for SCHD. Past performance does not guarantee future results.
Which is riskier, BRKD or SCHD?
BRKD has been the more volatile fund at 16.8% annualized versus 13.6% for SCHD. Worst drawdown: BRKD -17.9% vs SCHD -33.4%.
Should I hold both BRKD and SCHD?
BRKD 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 BRKD and SCHD?
BRKD and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 103 unique securities.
Which pays a higher dividend, BRKD or SCHD?
BRKD yields 2.82% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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