HIBL vs SCHD
Direxion Daily S&P 500 High Beta Bull 3X ETF vs Schwab US Dividend Equity ETF
Which is better, HIBL or SCHD?
Trading-Leveraged Equity against Large Cap Value.
SCHD has a lower expense ratio. HIBL led over 1Y, 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 | HIBL | SCHD |
|---|---|---|
| Expense Ratio | 0.98% | 0.06%Best |
| AUM | $78M | $112.2B |
| Dividend Yield | 1.61% | 3.13% |
| Holdings | 108 | 103 |
| YTD Return | +54.46%Best | +27.56% |
| 1Y Return | +110.74%Best | +30.29% |
| 3Y Return (annualized) | +46.20%Best | +16.37% |
| 5Y Return (annualized) | +11.32%Best | +10.23% |
| Volatility (annualized) | 88.0% | 16.6%Best |
| Max Drawdown | -88.4% | -33.4%Best |
| $10,000 over 5 years | $17,095Best | $16,274 |
| Fund Family | Direxion Shares ETF Trust | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Equity | Large Cap Value |
| Inception | Nov 7, 2019 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Nov 7, 2019 to Sep 4, 2026 (6.8 years).
HIBL 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 6.8 years both funds cover.
HIBL vs SCHD Performance
Direxion Daily S&P 500 High Beta Bull 3X ETF (HIBL) 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 HIBL returned +110.74% while SCHD returned +30.29%. Year to date, HIBL is up 54.46% versus a gain of 27.56% for SCHD.
Over three years, HIBL compounded at +46.20% per year against +16.37% for SCHD; over five years the annualized figures are +11.32% and +10.23% respectively. Across the full 7-year window we track, HIBL has the edge at +17.95% annualized vs +12.45%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HIBL has been the more volatile fund, with annualized monthly volatility of 88.0% compared with 16.6% 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 -88.4% for HIBL and -33.4% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.73. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
HIBL charges 0.98% per year while SCHD charges 0.06%. On a $10,000 position that is $98 vs $6 annually, a gap of $92 per year that compounds over a long holding period. On income, HIBL currently yields 1.61% against 3.13% for SCHD.
Holdings Overlap
At least 6.1% of SCHD's money is in holdings HIBL also owns.
Stated as a floor: for HIBL, our book for it covers 88.2% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
SCHD and HIBL share little of their money.
4 positions in common, counted across the 102 positions we hold weights for in HIBL and 100 in SCHD, against full books of 108 and 103.
You are not choosing between two funds in isolation.
Whichever of HIBL 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, HIBL or SCHD?
HIBL has an expense ratio of 0.98% while SCHD charges 0.06%. SCHD is the cheaper option, by $92 a year on a $10,000 investment.
Which performed better, HIBL or SCHD?
Over the past year HIBL returned +110.74% vs +30.29% for SCHD, so HIBL leads on 1-year performance. Over the longest common window we track (7 years), HIBL annualized +17.95% vs +12.45% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HIBL or SCHD?
HIBL has been the more volatile fund at 88.0% annualized versus 16.6% for SCHD. Worst drawdown: HIBL -88.4% vs SCHD -33.4%.
Should I hold both HIBL and SCHD?
HIBL and SCHD have a monthly-return correlation of 0.73, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between HIBL and SCHD?
At least 6.1% of SCHD's money is in holdings HIBL also owns. Our book for HIBL is partial, so the real figure is this or higher. They hold 4 positions in common, counted across the 102 positions we hold weights for in HIBL and 100 in SCHD.
Which pays a higher dividend, HIBL or SCHD?
HIBL yields 1.61% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
Is SCHD better than HIBL?
SCHD has a lower expense ratio. HIBL led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.