SCHD vs TBXU
Schwab US Dividend Equity ETF vs Direxion Daily Biotech Top 5 Bull 2X ETF
Which is better, SCHD or TBXU?
Large Cap Value against Trading-Leveraged Equity.
SCHD has a lower expense ratio. TBXU led over 1Y.
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 | SCHD | TBXU |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.98% |
| AUM | $112.1B | $6M |
| Dividend Yield | 3.00% | 1.45% |
| Holdings | 103 | 10 |
| YTD Return | +25.07%Best | +24.99% |
| 1Y Return | +27.61% | +47.03%Best |
| 3Y Return (annualized) | +15.74% | - |
| 5Y Return (annualized) | +9.89% | - |
| Fund Family | Charles Schwab Asset Management | Direxion Shares ETF Trust |
| Category | Equity | Alternative |
| Style | Large Cap Value | Trading-Leveraged Equity |
| Inception | Oct 20, 2011 | Oct 1, 2025 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
SCHD vs TBXU 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.
SCHD vs TBXU Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Direxion Daily Biotech Top 5 Bull 2X ETF (TBXU) is an ETF from Direxion Shares ETF Trust. Over the past year SCHD returned +27.61% while TBXU returned +47.03%. Year to date, SCHD is up 25.07% versus a gain of 24.99% for TBXU.
Past performance does not guarantee future results.
Fees and Cost Over Time
SCHD charges 0.06% per year while TBXU charges 0.98%. On a $10,000 position that is $6 vs $98 annually, a gap of $92 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 1.45% for TBXU.
Holdings Overlap
At least 4.7% of SCHD's money is in holdings TBXU also owns.
Stated as a floor: for TBXU, our book for it covers 89.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
SCHD and TBXU share little of their money.
1 positions in common, counted across the 100 positions we hold weights for in SCHD and 7 in TBXU, against full books of 103 and 10.
Top Shared Holdings
| Stock | Weight in SCHD | Weight in TBXU | Difference |
|---|---|---|---|
| AMGNAmgen Inc. | 4.70% | 7.93% | 3.23% |
You are not choosing between two funds in isolation.
Whichever of SCHD and TBXU 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, SCHD or TBXU?
SCHD has an expense ratio of 0.06% while TBXU charges 0.98%. SCHD is the cheaper option, by $92 a year on a $10,000 investment.
Which performed better, SCHD or TBXU?
Over the past year SCHD returned +27.61% vs +47.03% for TBXU, so TBXU leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
What is the holdings overlap between SCHD and TBXU?
At least 4.7% of SCHD's money is in holdings TBXU also owns. Our book for TBXU is partial, so the real figure is this or higher. They hold 1 positions in common, counted across the 100 positions we hold weights for in SCHD and 7 in TBXU.
Which pays a higher dividend, SCHD or TBXU?
SCHD yields 3.00% while TBXU yields 1.45%, so SCHD currently pays the higher dividend yield.
Is TBXU better than SCHD?
SCHD has a lower expense ratio. TBXU led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.