Direxion Daily Mid Cap Bull 3X ETF (MIDU) 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 MIDU returned +60.02% while SCHD returned +30.95%. Year to date, MIDU is up 37.98% versus a gain of 23.53% for SCHD.

Over three years, MIDU compounded at +19.61% per year against +14.72% for SCHD; over five years the annualized figures are +3.92% and +9.56% respectively. Across the full 15-year window we track, MIDU has the edge at +16.66% annualized vs +11.35%. Past performance does not guarantee future results.

MIDU has been the more volatile fund, with annualized monthly volatility of 53.4% 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 -86.5% for MIDU 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 0.85. They usually move together, but the gap leaves some room for diversification.

MIDU charges 0.98% per year while SCHD charges 0.06%. On a $10,000 position that is $98 vs $6 annually, a gap of $92 per year that compounds over a long holding period. On income, MIDU currently yields 0.48% against 3.31% for SCHD.