NVDU vs SCHD
Direxion Daily NVDA Bull 2X ETF vs Schwab US Dividend Equity ETF
Which is better, NVDU or SCHD?
Trading-Leveraged Equity against Large Cap Value.
SCHD has a lower expense ratio. NVDU led over 1Y, 3Y 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 | NVDU | SCHD |
|---|---|---|
| Expense Ratio | 0.92% | 0.06%Best |
| AUM | $516M | $112.1B |
| Dividend Yield | 4.45% | 3.00% |
| Holdings | 11 | 103 |
| YTD Return | +13.73% | +24.23%Best |
| 1Y Return | +29.14%Best | +27.90% |
| 3Y Return (annualized) | +91.20%Best | +15.55% |
| 5Y Return (annualized) | - | +9.97% |
| Volatility (annualized) | 73.1% | 13.3%Best |
| Max Drawdown | -67.3% | -16.1%Best |
| $10,000 over 3 years | $65,728Best | $15,412 |
| Fund Family | Direxion Shares ETF Trust | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Equity | Large Cap Value |
| Inception | Sep 13, 2023 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3 years row, are measured over the window both funds cover: Sep 13, 2023 to Sep 17, 2026 (3 years).
NVDU 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.
NVDU vs SCHD Performance
Direxion Daily NVDA Bull 2X ETF (NVDU) 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 NVDU returned +29.14% while SCHD returned +27.90%. Year to date, NVDU is up 13.73% versus a gain of 24.23% for SCHD.
Over three years, NVDU compounded at +91.20% per year against +15.55% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
NVDU has been the more volatile fund, with annualized monthly volatility of 73.1% compared with 13.3% 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 -67.3% for NVDU and -16.1% 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 0.15. They move largely independently of each other.
Fees and Cost Over Time
NVDU charges 0.92% per year while SCHD charges 0.06%. On a $10,000 position that is $92 vs $6 annually, a gap of $86 per year that compounds over a long holding period. On income, NVDU currently yields 4.45% against 3.00% for SCHD.
Holdings Overlap
We hold position weights for 4 holdings in NVDU and 100 in SCHD, totalling 97.6% 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 4 positions we hold weights for in NVDU and 100 in SCHD, against full books of 11 and 103.
You are not choosing between two funds in isolation.
Whichever of NVDU 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, NVDU or SCHD?
NVDU has an expense ratio of 0.92% while SCHD charges 0.06%. SCHD is the cheaper option, by $86 a year on a $10,000 investment.
Which performed better, NVDU or SCHD?
Over the past year NVDU returned +29.14% vs +27.90% for SCHD, so NVDU leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, NVDU or SCHD?
NVDU has been the more volatile fund at 73.1% annualized versus 13.3% for SCHD. Worst drawdown: NVDU -67.3% vs SCHD -16.1%.
Should I hold both NVDU and SCHD?
NVDU and SCHD have a monthly-return correlation of 0.15, 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, NVDU or SCHD?
NVDU yields 4.45% while SCHD yields 3.00%, so NVDU currently pays the higher dividend yield.
Is SCHD better than NVDU?
SCHD has a lower expense ratio. NVDU led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.