METU vs SCHD
Direxion Daily META Bull 2X 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 | METU | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.02% | 0.06% | |
| AUM | $380M | $103.7B | |
| Dividend Yield | 4.33% | 3.31% | |
| Holdings | 5 | 104 | |
| YTD Return | -33.49% | +25.58% | |
| 1Y Return | -58.34% | +31.06% | |
| 3Y Return (annualized) | - | +15.55% | |
| 5Y Return (annualized) | - | +9.61% | |
| Volatility (annualized) | 62.5% | 13.6% | |
| Max Drawdown | -63.9% | -33.4% | |
| Fund Family | Direxion Shares ETF Trust | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Jun 5, 2024 | Oct 20, 2011 |
METU vs SCHD Performance
Direxion Daily META Bull 2X ETF (METU) 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 METU returned -58.34% while SCHD returned +31.06%. Year to date, METU is down 33.49% versus a gain of 25.58% for SCHD.
Risk: Volatility and Drawdowns
METU has been the more volatile fund, with annualized monthly volatility of 62.5% 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 -63.9% for METU 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 0.23. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
METU charges 1.02% per year while SCHD charges 0.06%. On a $10,000 position that is $102 vs $6 annually, a gap of $96 per year that compounds over a long holding period. On income, METU currently yields 4.33% against 3.31% for SCHD.
Holdings Overlap
METU and SCHD share 0 holdings out of 105 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, METU or SCHD?
METU has an expense ratio of 1.02% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $96 per year of difference.
Which performed better, METU or SCHD?
Over the past year METU returned -58.34% vs +31.06% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), METU annualized -9.54% vs +11.46% for SCHD. Past performance does not guarantee future results.
Which is riskier, METU or SCHD?
METU has been the more volatile fund at 62.5% annualized versus 13.6% for SCHD. Worst drawdown: METU -63.9% vs SCHD -33.4%.
Should I hold both METU and SCHD?
METU and SCHD have a monthly-return correlation of 0.23, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between METU and SCHD?
METU and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 105 unique securities.
Which pays a higher dividend, METU or SCHD?
METU yields 4.33% while SCHD yields 3.31%, so METU currently pays the higher dividend yield.
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