LABU vs SCHD
Direxion Daily S&P Biotech Bull 3X ETF vs Schwab US Dividend Equity ETF
Which is better, LABU or SCHD?
Multi Alternative against Large Cap Value.
SCHD has a lower expense ratio. LABU led over 1Y and 3Y, SCHD over 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 | LABU | SCHD |
|---|---|---|
| Expense Ratio | 0.96% | 0.06%Best |
| AUM | $569M | $112.2B |
| Dividend Yield | 0.45% | 3.13% |
| Holdings | 165 | 103 |
| YTD Return | +92.73%Best | +27.56% |
| 1Y Return | +294.12%Best | +30.29% |
| 3Y Return (annualized) | +45.74%Best | +16.37% |
| 5Y Return (annualized) | -25.48% | +10.23%Best |
| Volatility (annualized) | 85.0% | 14.9%Best |
| Max Drawdown | - | -33.4% |
| $10,000 over 5 years | $2,298 | $16,274Best |
| Fund Family | Direxion Shares ETF Trust | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Multi Alternative | Large Cap Value |
| Inception | May 28, 2015 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: May 28, 2015 to Sep 4, 2026 (11.3 years).
LABU 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 11.3 years both funds cover.
LABU vs SCHD Performance
Direxion Daily S&P Biotech Bull 3X ETF (LABU) 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 LABU returned +294.12% while SCHD returned +30.29%. Year to date, LABU is up 92.73% versus a gain of 27.56% for SCHD.
Over three years, LABU compounded at +45.74% per year against +16.37% for SCHD; over five years the annualized figures are -25.48% and +10.23% respectively. Across the full 11-year window we track, SCHD has the edge at +10.74% annualized vs -18.49%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LABU has been the more volatile fund, with annualized monthly volatility of 85.0% compared with 14.9% 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 0.45. They move together some of the time, and apart the rest.
Fees and Cost Over Time
LABU charges 0.96% per year while SCHD charges 0.06%. On a $10,000 position that is $96 vs $6 annually, a gap of $90 per year that compounds over a long holding period. On income, LABU currently yields 0.45% against 3.13% for SCHD.
Holdings Overlap
At least 4.6% of SCHD's money is in holdings LABU also owns.
Stated as a floor: for LABU, our book for it covers 94.0% 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 LABU share little of their money.
1 positions in common, counted across the 151 positions we hold weights for in LABU and 100 in SCHD, against full books of 165 and 103.
Top Shared Holdings
| Stock | Weight in LABU | Weight in SCHD | Difference |
|---|---|---|---|
| AMGNAmgen Inc. | 0.77% | 4.62% | 3.85% |
You are not choosing between two funds in isolation.
Whichever of LABU 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, LABU or SCHD?
LABU has an expense ratio of 0.96% while SCHD charges 0.06%. SCHD is the cheaper option, by $90 a year on a $10,000 investment.
Which performed better, LABU or SCHD?
Over the past year LABU returned +294.12% vs +30.29% for SCHD, so LABU leads on 1-year performance. Over the longest common window we track (11 years), LABU annualized -18.49% vs +10.74% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LABU or SCHD?
LABU has been the more volatile fund at 85.0% annualized versus 14.9% for SCHD.
Should I hold both LABU and SCHD?
LABU and SCHD have a monthly-return correlation of 0.45, 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 LABU and SCHD?
At least 4.6% of SCHD's money is in holdings LABU also owns. Our book for LABU is partial, so the real figure is this or higher. They hold 1 positions in common, counted across the 151 positions we hold weights for in LABU and 100 in SCHD.
Which pays a higher dividend, LABU or SCHD?
LABU yields 0.45% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
Is SCHD better than LABU?
SCHD has a lower expense ratio. LABU led over 1Y and 3Y, SCHD over 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.