CURE vs. SCHD
Compare and contrast key facts about Direxion Daily Healthcare Bull 3x Shares (CURE) and Schwab US Dividend Equity ETF (SCHD).
CURE and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CURE is a passively managed fund by Direxion that tracks the performance of the Health Care Select Sector Index (300%). It was launched on Jun 15, 2011. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011. Both CURE and SCHD 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: CURE or SCHD.
Performance
CURE vs. SCHD - Performance Comparison
Returns By Period
In the year-to-date period, CURE achieves a 5.37% return, which is significantly lower than SCHD's 17.35% return. Over the past 10 years, CURE has outperformed SCHD with an annualized return of 13.59%, while SCHD has yielded a comparatively lower 11.54% annualized return.
CURE
5.37%
-14.65%
-7.51%
20.12%
11.38%
13.59%
SCHD
17.35%
2.29%
13.68%
26.18%
12.87%
11.54%
Key characteristics
| CURE | SCHD | |
|---|---|---|
| Sharpe Ratio | 0.68 | 2.40 |
| Sortino Ratio | 1.10 | 3.44 |
| Omega Ratio | 1.14 | 1.42 |
| Calmar Ratio | 0.56 | 3.63 |
| Martin Ratio | 2.41 | 12.99 |
| Ulcer Index | 9.13% | 2.05% |
| Daily Std Dev | 32.27% | 11.09% |
| Max Drawdown | -69.19% | -33.37% |
| Current Drawdown | -25.44% | -0.62% |
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CURE vs. SCHD - Expense Ratio Comparison
CURE has a 1.08% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Correlation
The correlation between CURE and SCHD is 0.70, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
CURE vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Direxion Daily Healthcare Bull 3x Shares (CURE) and Schwab US Dividend Equity ETF (SCHD). 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
CURE vs. SCHD - Dividend Comparison
CURE's dividend yield for the trailing twelve months is around 1.44%, less than SCHD's 3.37% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CURE Direxion Daily Healthcare Bull 3x Shares | 1.44% | 2.02% | 0.38% | 0.02% | 0.17% | 0.40% | 0.70% | 0.18% | 0.00% | 0.00% | 0.00% | 1.24% |
SCHD Schwab US Dividend Equity ETF | 3.37% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
CURE vs. SCHD - Drawdown Comparison
The maximum CURE drawdown since its inception was -69.19%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for CURE and SCHD. For additional features, visit the drawdowns tool.
Volatility
CURE vs. SCHD - Volatility Comparison
Direxion Daily Healthcare Bull 3x Shares (CURE) has a higher volatility of 11.46% compared to Schwab US Dividend Equity ETF (SCHD) at 3.48%. This indicates that CURE's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.