JNUG vs SCHD
Direxion Daily Junior Gold Miners Index Bull 2X ETF vs Schwab US Dividend Equity ETF
Which is better, JNUG or SCHD?
Trading-Leveraged Equity against Large Cap Value.
SCHD has a lower expense ratio. JNUG led over 1Y, 3Y and 5Y, SCHD over 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 | JNUG | SCHD |
|---|---|---|
| Expense Ratio | 1.03% | 0.06%Best |
| AUM | $567M | $112.2B |
| Dividend Yield | 2.63% | 3.13% |
| Holdings | 7 | 103 |
| YTD Return | -3.28% | +27.56%Best |
| 1Y Return | +72.16%Best | +30.29% |
| 3Y Return (annualized) | +91.27%Best | +16.37% |
| 5Y Return (annualized) | +26.19%Best | +10.23% |
| Volatility (annualized) | 112.6% | 14.3%Best |
| Max Drawdown | - | -33.4% |
| $10,000 over 5 years | $31,998Best | $16,274 |
| Fund Family | Direxion Shares ETF Trust | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Equity | Large Cap Value |
| Inception | Oct 3, 2013 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Oct 3, 2013 to Sep 4, 2026 (12.9 years).
JNUG 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 12.9 years both funds cover.
JNUG vs SCHD Performance
Direxion Daily Junior Gold Miners Index Bull 2X ETF (JNUG) 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 JNUG returned +72.16% while SCHD returned +30.29%. Year to date, JNUG is down 3.28% versus a gain of 27.56% for SCHD.
Over three years, JNUG compounded at +91.27% per year against +16.37% for SCHD; over five years the annualized figures are +26.19% and +10.23% respectively. Across the full 13-year window we track, SCHD has the edge at +10.86% annualized vs -33.33%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JNUG has been the more volatile fund, with annualized monthly volatility of 112.6% compared with 14.3% 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 0.26. They move largely independently of each other.
Fees and Cost Over Time
JNUG charges 1.03% per year while SCHD charges 0.06%. On a $10,000 position that is $103 vs $6 annually, a gap of $97 per year that compounds over a long holding period. On income, JNUG currently yields 2.63% against 3.13% for SCHD.
Holdings Overlap
We hold position weights for 3 holdings in JNUG and 100 in SCHD, totalling 115.4% 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 JNUG and 100 in SCHD, against full books of 7 and 103.
You are not choosing between two funds in isolation.
Whichever of JNUG 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, JNUG or SCHD?
JNUG has an expense ratio of 1.03% while SCHD charges 0.06%. SCHD is the cheaper option, by $97 a year on a $10,000 investment.
Which performed better, JNUG or SCHD?
Over the past year JNUG returned +72.16% vs +30.29% for SCHD, so JNUG leads on 1-year performance. Over the longest common window we track (13 years), JNUG annualized -33.33% vs +10.86% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JNUG or SCHD?
JNUG has been the more volatile fund at 112.6% annualized versus 14.3% for SCHD.
Should I hold both JNUG and SCHD?
JNUG and SCHD have a monthly-return correlation of 0.26, 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, JNUG or SCHD?
JNUG yields 2.63% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
Is SCHD better than JNUG?
SCHD has a lower expense ratio. JNUG led over 1Y, 3Y and 5Y, SCHD over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.