NBIG vs SCHD

NBIG vs SCHD

Which is better, NBIG or SCHD?

Trading-Leveraged Equity against Large Cap Value.

SCHD has a lower expense ratio. SCHD led over 1Y.

Lower Fees: SCHDHigher Returns (1Y): SCHD

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

MetricNBIGSCHD
Expense Ratio0.76%0.06%Best
AUM$69M$112.1B
Dividend Yield0.00%3.00%
Holdings7103
YTD Return+123.99%Best+23.46%
1Y Return-3.26%+27.20%Best
3Y Return (annualized)-+15.41%
5Y Return (annualized)-+10.16%
Fund FamilyLeverage SharesCharles Schwab Asset Management
CategoryAlternativeEquity
StyleTrading-Leveraged EquityLarge Cap Value
InceptionOct 27, 2025Oct 20, 2011

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

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 -3.26% while SCHD returned +27.20%. Year to date, NBIG is up 123.99% versus a gain of 23.46% for SCHD.

Past performance does not guarantee future results.

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 3.00% for SCHD.

Holdings Overlap

We hold position weights for 3 holdings in NBIG and 100 in SCHD, totalling 60.9% and 100.0% 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 3 positions we hold weights for in NBIG and 100 in SCHD, against full books of 7 and 103.

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.

NBIGSCHD

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 -3.26% vs +27.20% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which pays a higher dividend, NBIG or SCHD?

NBIG yields 0.00% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than NBIG?

SCHD has a lower expense ratio. SCHD led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.