BULZ vs SCHD
MicroSectors FANG & Innovation 3x Leveraged ETN vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. BULZ delivered stronger 1-year returns. SCHD offers more diversification with 103 holdings.
Side-by-Side Comparison
| Metric | BULZ | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.95% | 0.06% | |
| AUM | $3.2B | $112.2B | |
| Dividend Yield | 0.00% | 3.13% | |
| Holdings | 0 | 103 | |
| YTD Return | +39.31% | +27.60% | |
| 1Y Return | +91.49% | +29.63% | |
| 3Y Return (annualized) | +67.41% | +16.43% | |
| 5Y Return (annualized) | +4.75% | +10.05% | |
| Volatility (annualized) | 94.5% | 13.6% | |
| Max Drawdown | -94.4% | -33.4% | |
| Fund Family | BMO Capital Markets | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Aug 17, 2021 | Oct 20, 2011 |
BULZ vs SCHD Performance
MicroSectors FANG & Innovation 3x Leveraged ETN (BULZ) is a ETF from BMO Capital Markets and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year BULZ returned +91.49% while SCHD returned +29.63%. Year to date, BULZ is up 39.31% versus a gain of 27.60% for SCHD.
Over three years, BULZ compounded at +67.41% per year against +16.43% for SCHD; over five years the annualized figures are +4.75% and +10.05% respectively. Across the full 5-year window we track, SCHD has the edge at +11.54% annualized vs +8.08%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BULZ has been the more volatile fund, with annualized monthly volatility of 94.5% 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 -94.4% for BULZ 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 0.36. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BULZ charges 0.95% per year while SCHD charges 0.06%. On a $10,000 position that is $95 vs $6 annually, a gap of $89 per year that compounds over a long holding period. On income, BULZ currently yields 0.00% against 3.13% for SCHD.
Frequently Asked Questions
Which is cheaper, BULZ or SCHD?
BULZ has an expense ratio of 0.95% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $89 per year of difference.
Which performed better, BULZ or SCHD?
Over the past year BULZ returned +91.49% vs +29.63% for SCHD, so BULZ leads on 1-year performance. Over the longest common window we track (5 years), BULZ annualized +8.08% vs +11.54% for SCHD. Past performance does not guarantee future results.
Which is riskier, BULZ or SCHD?
BULZ has been the more volatile fund at 94.5% annualized versus 13.6% for SCHD. Worst drawdown: BULZ -94.4% vs SCHD -33.4%.
Should I hold both BULZ and SCHD?
BULZ and SCHD have a monthly-return correlation of 0.36, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, BULZ or SCHD?
BULZ yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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