HIBS vs SCHD
Direxion Daily S&P 500 High Beta Bear 3X 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 100 holdings.
Side-by-Side Comparison
| Metric | HIBS | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.06% | 0.06% | |
| AUM | $26M | $103.7B | |
| Dividend Yield | 10.13% | 3.31% | |
| Holdings | 8 | 104 | |
| YTD Return | -62.04% | +26.21% | |
| 1Y Return | -75.52% | +29.99% | |
| 3Y Return (annualized) | -62.30% | +15.73% | |
| 5Y Return (annualized) | -55.21% | +9.67% | |
| Volatility (annualized) | 74.7% | 13.6% | |
| Max Drawdown | -100.0% | -33.4% | |
| Fund Family | Direxion Shares ETF Trust | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Nov 7, 2019 | Oct 20, 2011 |
HIBS vs SCHD Performance
Direxion Daily S&P 500 High Beta Bear 3X ETF (HIBS) 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 HIBS returned -75.52% while SCHD returned +29.99%. Year to date, HIBS is down 62.04% versus a gain of 26.21% for SCHD.
Over three years, HIBS compounded at -62.30% per year against +15.73% for SCHD; over five years the annualized figures are -55.21% and +9.67% respectively. Across the full 7-year window we track, SCHD has the edge at +11.50% annualized vs -68.39%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HIBS has been the more volatile fund, with annualized monthly volatility of 74.7% 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 -100.0% for HIBS 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 -0.68. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
HIBS charges 1.06% per year while SCHD charges 0.06%. On a $10,000 position that is $106 vs $6 annually, a gap of $100 per year that compounds over a long holding period. On income, HIBS currently yields 10.13% against 3.31% for SCHD.
Holdings Overlap
HIBS 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, HIBS or SCHD?
HIBS has an expense ratio of 1.06% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $100 per year of difference.
Which performed better, HIBS or SCHD?
Over the past year HIBS returned -75.52% vs +29.99% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (7 years), HIBS annualized -68.39% vs +11.50% for SCHD. Past performance does not guarantee future results.
Which is riskier, HIBS or SCHD?
HIBS has been the more volatile fund at 74.7% annualized versus 13.6% for SCHD. Worst drawdown: HIBS -100.0% vs SCHD -33.4%.
Should I hold both HIBS and SCHD?
HIBS and SCHD have a monthly-return correlation of -0.68, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HIBS and SCHD?
HIBS and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 103 unique securities.
Which pays a higher dividend, HIBS or SCHD?
HIBS yields 10.13% while SCHD yields 3.31%, so HIBS currently pays the higher dividend yield.
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