BRZU vs SCHD
Direxion Daily MSCI Brazil Bull 2X ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. BRZU delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | BRZU | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.32% | 0.06% | |
| AUM | $89M | $108.7B | |
| Dividend Yield | 1.79% | 3.13% | |
| Holdings | 8 | 104 | |
| YTD Return | +4.68% | +26.54% | |
| 1Y Return | +43.35% | +30.90% | |
| 3Y Return (annualized) | +5.63% | +16.29% | |
| 5Y Return (annualized) | -0.35% | +9.65% | |
| Volatility (annualized) | 84.8% | 13.6% | |
| Max Drawdown | -99.7% | -33.4% | |
| Fund Family | Direxion Shares ETF Trust | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Apr 10, 2013 | Oct 20, 2011 |
BRZU vs SCHD Performance
Direxion Daily MSCI Brazil Bull 2X ETF (BRZU) 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 BRZU returned +43.35% while SCHD returned +30.90%. Year to date, BRZU is up 4.68% versus a gain of 26.54% for SCHD.
Over three years, BRZU compounded at +5.63% per year against +16.29% for SCHD; over five years the annualized figures are -0.35% and +9.65% respectively. Across the full 13-year window we track, SCHD has the edge at +11.51% annualized vs -30.99%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BRZU has been the more volatile fund, with annualized monthly volatility of 84.8% 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 -99.7% for BRZU 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
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
BRZU 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, BRZU or SCHD?
BRZU has an expense ratio of 1.32% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $126 per year of difference.
Which performed better, BRZU or SCHD?
Over the past year BRZU returned +43.35% vs +30.90% for SCHD, so BRZU leads on 1-year performance. Over the longest common window we track (13 years), BRZU annualized -30.99% vs +11.51% for SCHD. Past performance does not guarantee future results.
Which is riskier, BRZU or SCHD?
BRZU has been the more volatile fund at 84.8% annualized versus 13.6% for SCHD. Worst drawdown: BRZU -99.7% vs SCHD -33.4%.
Should I hold both BRZU and SCHD?
BRZU 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 BRZU and SCHD?
BRZU and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 103 unique securities.
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.
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