BRZU vs. SCHG
Compare and contrast key facts about Direxion Daily Brazil Bull 2X Shares (BRZU) and Schwab U.S. Large-Cap Growth ETF (SCHG).
BRZU and SCHG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BRZU is a passively managed fund by Direxion that tracks the performance of the MSCI Brazil 25/50 Index. It was launched on Apr 1, 2020. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Total Return Index. It was launched on Dec 11, 2009. Both BRZU and SCHG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRZU or SCHG.
Correlation
The correlation between BRZU and SCHG is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BRZU vs. SCHG - Performance Comparison
Key characteristics
BRZU:
-1.09
SCHG:
2.05
BRZU:
-1.62
SCHG:
2.67
BRZU:
0.81
SCHG:
1.36
BRZU:
-0.48
SCHG:
2.97
BRZU:
-1.68
SCHG:
11.32
BRZU:
28.80%
SCHG:
3.24%
BRZU:
44.22%
SCHG:
17.91%
BRZU:
-99.71%
SCHG:
-34.59%
BRZU:
-99.61%
SCHG:
-2.78%
Returns By Period
In the year-to-date period, BRZU achieves a 8.62% return, which is significantly higher than SCHG's 1.51% return. Over the past 10 years, BRZU has underperformed SCHG with an annualized return of -32.49%, while SCHG has yielded a comparatively higher 17.04% annualized return.
BRZU
8.62%
9.15%
-27.64%
-47.28%
-46.63%
-32.49%
SCHG
1.51%
1.14%
12.87%
34.99%
19.01%
17.04%
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BRZU vs. SCHG - Expense Ratio Comparison
BRZU has a 1.29% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
BRZU vs. SCHG — Risk-Adjusted Performance Rank
BRZU
SCHG
BRZU vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Direxion Daily Brazil Bull 2X Shares (BRZU) and Schwab U.S. Large-Cap Growth ETF (SCHG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BRZU vs. SCHG - Dividend Comparison
BRZU's dividend yield for the trailing twelve months is around 8.04%, more than SCHG's 0.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRZU Direxion Daily Brazil Bull 2X Shares | 8.04% | 8.73% | 3.24% | 4.70% | 6.29% | 0.79% | 0.95% | 1.04% | 0.73% | 0.00% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.39% | 0.40% | 0.47% | 0.55% | 0.42% | 0.52% | 0.82% | 1.28% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
BRZU vs. SCHG - Drawdown Comparison
The maximum BRZU drawdown since its inception was -99.71%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for BRZU and SCHG. For additional features, visit the drawdowns tool.
Volatility
BRZU vs. SCHG - Volatility Comparison
Direxion Daily Brazil Bull 2X Shares (BRZU) has a higher volatility of 19.49% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 6.48%. This indicates that BRZU's price experiences larger fluctuations and is considered to be riskier than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.