KORU vs SCHD
Direxion Daily MSCI South Korea Bull 3X ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. KORU delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | KORU | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.32% | 0.06% | |
| AUM | $1.3B | $103.7B | |
| Dividend Yield | 0.01% | 3.31% | |
| Holdings | 10 | 104 | |
| YTD Return | +66.52% | +24.26% | |
| 1Y Return | +316.88% | +31.38% | |
| 3Y Return (annualized) | +58.51% | +15.08% | |
| 5Y Return (annualized) | -1.50% | +9.72% | |
| Volatility (annualized) | 88.3% | 13.6% | |
| Max Drawdown | -96.0% | -33.4% | |
| Fund Family | Direxion Shares ETF Trust | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Apr 10, 2013 | Oct 20, 2011 |
KORU vs SCHD Performance
Direxion Daily MSCI South Korea Bull 3X ETF (KORU) 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 KORU returned +316.88% while SCHD returned +31.38%. Year to date, KORU is up 66.52% versus a gain of 24.26% for SCHD.
Over three years, KORU compounded at +58.51% per year against +15.08% for SCHD; over five years the annualized figures are -1.50% and +9.72% respectively. Across the full 13-year window we track, SCHD has the edge at +11.39% annualized vs -1.08%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
KORU has been the more volatile fund, with annualized monthly volatility of 88.3% 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 -96.0% for KORU 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 0.53. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
KORU 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, KORU currently yields 0.01% against 3.31% for SCHD.
Holdings Overlap
KORU and SCHD share 0 holdings out of 104 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, KORU or SCHD?
KORU 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, KORU or SCHD?
Over the past year KORU returned +316.88% vs +31.38% for SCHD, so KORU leads on 1-year performance. Over the longest common window we track (13 years), KORU annualized -1.08% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, KORU or SCHD?
KORU has been the more volatile fund at 88.3% annualized versus 13.6% for SCHD. Worst drawdown: KORU -96.0% vs SCHD -33.4%.
Should I hold both KORU and SCHD?
KORU and SCHD have a monthly-return correlation of 0.53, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between KORU and SCHD?
KORU and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 104 unique securities.
Which pays a higher dividend, KORU or SCHD?
KORU yields 0.01% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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