BRZU vs SCHD
Direxion Daily MSCI Brazil Bull 2X ETF vs Schwab US Dividend Equity ETF
Which is better, BRZU or SCHD?
Trading-Leveraged Equity against Large Cap Value.
SCHD has a lower expense ratio. BRZU led over 1Y, SCHD over 3Y, 5Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BRZU | SCHD |
|---|---|---|
| Expense Ratio | 1.32% | 0.06%Best |
| AUM | $98M | $112.2B |
| Dividend Yield | 1.79% | 3.13% |
| Holdings | 8 | 103 |
| YTD Return | +29.06%Best | +27.56% |
| 1Y Return | +62.64%Best | +30.29% |
| 3Y Return (annualized) | +12.23% | +16.37%Best |
| 5Y Return (annualized) | +4.32% | +10.23%Best |
| Volatility (annualized) | 84.5% | 14.1%Best |
| Max Drawdown | - | -33.4% |
| $10,000 over 5 years | $12,355 | $16,274Best |
| Fund Family | Direxion Shares ETF Trust | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Equity | Large Cap Value |
| Inception | Apr 10, 2013 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Apr 10, 2013 to Sep 4, 2026 (13.4 years).
BRZU vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 13.4 years both funds cover.
BRZU vs SCHD Performance
Direxion Daily MSCI Brazil Bull 2X ETF (BRZU) is an ETF from Direxion Shares ETF Trust and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year BRZU returned +62.64% while SCHD returned +30.29%. Year to date, BRZU is up 29.06% versus a gain of 27.56% for SCHD.
Over three years, BRZU compounded at +12.23% per year against +16.37% for SCHD; over five years the annualized figures are +4.32% and +10.23% respectively. Across the full 13-year window we track, SCHD has the edge at +10.75% annualized vs -29.79%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BRZU has been the more volatile fund, with annualized monthly volatility of 84.5% compared with 14.1% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The two funds' monthly returns correlate at 0.42. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BRZU charges 1.32% per year while SCHD charges 0.06%. On a $10,000 position that is $132 vs $6 annually, a gap of $126 per year that compounds over a long holding period. On income, BRZU currently yields 1.79% against 3.13% for SCHD.
Holdings Overlap
We hold position weights for 3 holdings in BRZU and 100 in SCHD, totalling 99.2% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 3 positions we hold weights for in BRZU and 100 in SCHD, against full books of 8 and 103.
You are not choosing between two funds in isolation.
Whichever of BRZU and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BRZU or SCHD?
BRZU has an expense ratio of 1.32% while SCHD charges 0.06%. SCHD is the cheaper option, by $126 a year on a $10,000 investment.
Which performed better, BRZU or SCHD?
Over the past year BRZU returned +62.64% vs +30.29% for SCHD, so BRZU leads on 1-year performance. Over the longest common window we track (13 years), BRZU annualized -29.79% vs +10.75% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BRZU or SCHD?
BRZU has been the more volatile fund at 84.5% annualized versus 14.1% for SCHD.
Should I hold both BRZU and SCHD?
BRZU and SCHD have a monthly-return correlation of 0.42, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, BRZU or SCHD?
BRZU yields 1.79% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
Is SCHD better than BRZU?
SCHD has a lower expense ratio. BRZU led over 1Y, SCHD over 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.