NBIG vs SCHD
Leverage Shares 2X Long NBIS Daily ETF vs Schwab US Dividend Equity ETF
Which is better, NBIG or SCHD?
Trading-Leveraged Equity against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y 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 | NBIG | SCHD |
|---|---|---|
| Expense Ratio | 0.76% | 0.06%Best |
| AUM | $51M | $119.9B |
| Dividend Yield | 0.00% | 2.96% |
| Holdings | 14 | 204 |
| YTD Return | -12.52% | +33.09%Best |
| 1Y Return | -40.35% | +37.17%Best |
| 3Y Return (annualized) | - | +20.32% |
| 5Y Return (annualized) | - | +10.36% |
| Volatility (annualized) | 197.1% | 15.9%Best |
| Max Drawdown | -90.8% | -6.9%Best |
| $10,000 over 1 years | $3,924 | $13,578Best |
| Fund Family | Leverage Shares | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Equity | Large Cap Value |
| Inception | Oct 27, 2025 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1 years row, are measured over the window both funds cover: Oct 27, 2025 to Nov 11, 2026 (1 years).
NBIG 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 1 years both funds cover.
NBIG vs SCHD Performance
Leverage Shares 2X Long NBIS Daily ETF (NBIG) is an ETF from Leverage Shares and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year NBIG returned -40.35% while SCHD returned +37.17%. Year to date, NBIG is down 12.52% versus a gain of 33.09% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
NBIG has been the more volatile fund, with annualized monthly volatility of 197.1% compared with 15.9% 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 -90.8% for NBIG and -6.9% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at -0.35. They move together some of the time, and apart the rest.
Fees and Cost Over Time
NBIG charges 0.76% per year while SCHD charges 0.06%. On a $10,000 position that is $76 vs $6 annually, a gap of $70 per year that compounds over a long holding period. On income, NBIG currently yields 0.00% against 2.96% for SCHD.
Holdings Overlap
We hold position weights for 2 holdings in NBIG and 98 in SCHD, totalling 59.7% and 99.8% 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 2 positions we hold weights for in NBIG and 98 in SCHD, against full books of 14 and 204.
You are not choosing between two funds in isolation.
Whichever of NBIG 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, NBIG or SCHD?
NBIG has an expense ratio of 0.76% while SCHD charges 0.06%. SCHD is the cheaper option, by $70 a year on a $10,000 investment.
Which performed better, NBIG or SCHD?
Over the past year NBIG returned -40.35% vs +37.17% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), NBIG annualized -60.76% vs +35.78% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, NBIG or SCHD?
NBIG has been the more volatile fund at 197.1% annualized versus 15.9% for SCHD. Worst drawdown: NBIG -90.8% vs SCHD -6.9%.
Should I hold both NBIG and SCHD?
NBIG and SCHD have a monthly-return correlation of -0.35, 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, NBIG or SCHD?
NBIG yields 0.00% while SCHD yields 2.96%, so SCHD currently pays the higher dividend yield.
Is SCHD better than NBIG?
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.