BRKU vs SCHD
Direxion Daily BRKB 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 | BRKU | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.02% | 0.06% | |
| AUM | $40M | $108.7B | |
| Dividend Yield | 2.47% | 3.13% | |
| Holdings | 9 | 104 | |
| YTD Return | -5.80% | +28.63% | |
| 1Y Return | -5.72% | +32.53% | |
| 3Y Return (annualized) | - | +16.97% | |
| 5Y Return (annualized) | - | +10.47% | |
| Volatility (annualized) | 31.9% | 13.7% | |
| Max Drawdown | -35.0% | -33.4% | |
| Fund Family | Direxion Shares ETF Trust | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Dec 11, 2024 | Oct 20, 2011 |
BRKU vs SCHD Performance
Direxion Daily BRKB Bull 2X ETF (BRKU) 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 BRKU returned -5.72% while SCHD returned +32.53%. Year to date, BRKU is down 5.80% versus a gain of 28.63% for SCHD.
Risk: Volatility and Drawdowns
BRKU has been the more volatile fund, with annualized monthly volatility of 31.9% 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 -35.0% for BRKU 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 0.19. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BRKU charges 1.02% per year while SCHD charges 0.06%. On a $10,000 position that is $102 vs $6 annually, a gap of $96 per year that compounds over a long holding period. On income, BRKU currently yields 2.47% against 3.13% for SCHD.
Holdings Overlap
BRKU 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, BRKU or SCHD?
BRKU has an expense ratio of 1.02% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $96 per year of difference.
Which performed better, BRKU or SCHD?
Over the past year BRKU returned -5.72% vs +32.53% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), BRKU annualized -3.33% vs +11.63% for SCHD. Past performance does not guarantee future results.
Which is riskier, BRKU or SCHD?
BRKU has been the more volatile fund at 31.9% annualized versus 13.7% for SCHD. Worst drawdown: BRKU -35.0% vs SCHD -33.4%.
Should I hold both BRKU and SCHD?
BRKU and SCHD have a monthly-return correlation of 0.19, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BRKU and SCHD?
BRKU and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 105 unique securities.
Which pays a higher dividend, BRKU or SCHD?
BRKU yields 2.47% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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