SCHD vs TBXU
Schwab US Dividend Equity ETF vs Direxion Daily Biotech Top 5 Bull 2X ETF
Quick Verdict
SCHD has a lower expense ratio. TBXU delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | SCHD | TBXU | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.98% | |
| AUM | $108.7B | $3M | |
| Dividend Yield | 3.13% | 1.82% | |
| Holdings | 104 | 10 | |
| YTD Return | +27.67% | +41.17% | |
| 1Y Return | +31.26% | +66.06% | |
| 3Y Return (annualized) | +16.66% | - | |
| 5Y Return (annualized) | +10.18% | - | |
| Volatility (annualized) | 13.6% | - | |
| Max Drawdown | -33.4% | -26.5% | |
| Fund Family | Charles Schwab Asset Management | Direxion Shares ETF Trust | |
| Category | Equity | Alternative | |
| Inception | Oct 20, 2011 | Oct 1, 2025 |
SCHD vs TBXU Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Direxion Daily Biotech Top 5 Bull 2X ETF (TBXU) is a ETF from Direxion Shares ETF Trust. Over the past year SCHD returned +31.26% while TBXU returned +66.06%. Year to date, SCHD is up 27.67% versus a gain of 41.17% for TBXU.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -33.4% for SCHD and -26.5% for TBXU. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
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 3.13% against 1.82% for TBXU.
Holdings Overlap
SCHD and TBXU share 1 holdings out of 106 unique holdings combined, representing a 4.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in SCHD | Weight in TBXU | Difference |
|---|---|---|---|
| AMGN | 4.62% | 11.30% | 6.68% |
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. On a $10,000 investment, that is $92 per year of difference.
Which performed better, SCHD or TBXU?
Over the past year SCHD returned +31.26% vs +66.06% for TBXU, so TBXU leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between SCHD and TBXU?
SCHD and TBXU share 1 common holdings with a 4.6% weight overlap. Combined, they hold 106 unique securities.
Which pays a higher dividend, SCHD or TBXU?
SCHD yields 3.13% while TBXU yields 1.82%, so SCHD currently pays the higher dividend yield.
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