LMBO vs SCHD
Direxion Daily Crypto Industry Bull 2X ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. LMBO delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | LMBO | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.98% | 0.06% | |
| AUM | $6M | $108.7B | |
| Dividend Yield | 6.09% | 3.13% | |
| Holdings | 31 | 104 | |
| YTD Return | -22.19% | +28.63% | |
| 1Y Return | +50.42% | +32.53% | |
| 3Y Return (annualized) | - | +16.97% | |
| 5Y Return (annualized) | - | +10.47% | |
| Volatility (annualized) | 73.3% | 13.7% | |
| Max Drawdown | -67.6% | -33.4% | |
| Fund Family | Direxion Shares ETF Trust | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Jul 17, 2024 | Oct 20, 2011 |
LMBO vs SCHD Performance
Direxion Daily Crypto Industry Bull 2X ETF (LMBO) 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 LMBO returned +50.42% while SCHD returned +32.53%. Year to date, LMBO is down 22.19% versus a gain of 28.63% for SCHD.
Risk: Volatility and Drawdowns
LMBO has been the more volatile fund, with annualized monthly volatility of 73.3% compared with 13.7% 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 -67.6% for LMBO 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 0.14. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
LMBO 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, LMBO currently yields 6.09% against 3.13% for SCHD.
Holdings Overlap
LMBO and SCHD share 0 holdings out of 129 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, LMBO or SCHD?
LMBO has an expense ratio of 0.98% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $92 per year of difference.
Which performed better, LMBO or SCHD?
Over the past year LMBO returned +50.42% vs +32.53% for SCHD, so LMBO leads on 1-year performance. Over the longest common window we track (2 years), LMBO annualized -11.97% vs +11.63% for SCHD. Past performance does not guarantee future results.
Which is riskier, LMBO or SCHD?
LMBO has been the more volatile fund at 73.3% annualized versus 13.7% for SCHD. Worst drawdown: LMBO -67.6% vs SCHD -33.4%.
Should I hold both LMBO and SCHD?
LMBO and SCHD have a monthly-return correlation of 0.14, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LMBO and SCHD?
LMBO and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 129 unique securities.
Which pays a higher dividend, LMBO or SCHD?
LMBO yields 6.09% while SCHD yields 3.13%, so LMBO currently pays the higher dividend yield.
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