NVDU vs SCHD
NVDU vs SCHD
Direxion Daily NVDA 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 | NVDU | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.92% | 0.06% | |
| AUM | $529M | $103.7B | |
| Dividend Yield | 5.17% | 3.31% | |
| Holdings | 11 | 104 | |
| YTD Return | +21.59% | +24.26% | |
| 1Y Return | +19.67% | +31.38% | |
| 3Y Return (annualized) | +96.40% | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 74.3% | 13.6% | |
| Max Drawdown | -67.3% | -33.4% | |
| Fund Family | Direxion Shares ETF Trust | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Sep 13, 2023 | Oct 20, 2011 |
NVDU vs SCHD Performance
Direxion Daily NVDA Bull 2X ETF (NVDU) 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 NVDU returned +19.67% while SCHD returned +31.38%. Year to date, NVDU is up 21.59% versus a gain of 24.26% for SCHD.
Over three years, NVDU compounded at +96.40% per year against +15.08% for SCHD. Across the full 3-year window we track, NVDU has the edge at +96.40% annualized vs +11.39%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
NVDU has been the more volatile fund, with annualized monthly volatility of 74.3% 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 -67.3% for NVDU 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 0.13. They move independently enough that combining them can meaningfully diversify a portfolio.
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 5.17% against 3.31% for SCHD.
Holdings Overlap
NVDU 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, NVDU or SCHD?
NVDU has an expense ratio of 0.92% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $86 per year of difference.
Which performed better, NVDU or SCHD?
Over the past year NVDU returned +19.67% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (3 years), NVDU annualized +96.40% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, NVDU or SCHD?
NVDU has been the more volatile fund at 74.3% annualized versus 13.6% for SCHD. Worst drawdown: NVDU -67.3% vs SCHD -33.4%.
Should I hold both NVDU and SCHD?
NVDU and SCHD have a monthly-return correlation of 0.13, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between NVDU and SCHD?
NVDU and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 105 unique securities.
Which pays a higher dividend, NVDU or SCHD?
NVDU yields 5.17% while SCHD yields 3.31%, so NVDU currently pays the higher dividend yield.
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