SCHD vs UDOW
Schwab US Dividend Equity ETF vs ProShares UltraPro Dow30
Which is better, SCHD or UDOW?
Large Cap Value against Multi Alternative.
SCHD has a lower expense ratio. SCHD led over 1Y, UDOW over 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.90.
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 | UDOW |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.94% |
| AUM | $111.6B | $904M |
| Dividend Yield | 3.24% | 1.11% |
| Holdings | 206 | 42 |
| YTD Return | +24.55%Best | +11.66% |
| 1Y Return | +29.85%Best | +24.96% |
| 3Y Return (annualized) | +16.64% | +34.41%Best |
| 5Y Return (annualized) | +9.54% | +12.86%Best |
| Volatility (annualized) | 13.7%Best | 43.0% |
| Max Drawdown | -33.4%Best | -80.3% |
| $10,000 over 5 years | $15,771 | $18,311Best |
| Fund Family | Charles Schwab Asset Management | ProShares |
| Category | Equity | Alternative |
| Style | Large Cap Value | Multi Alternative |
| Inception | Oct 20, 2011 | Feb 9, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Oct 20, 2011 to Oct 14, 2026 (15 years).
SCHD vs UDOW 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 covers the 15 years both funds cover.
SCHD vs UDOW Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and ProShares UltraPro Dow30 (UDOW) is an ETF from ProShares. Over the past year SCHD returned +29.85% while UDOW returned +24.96%. Year to date, SCHD is up 24.55% versus a gain of 11.66% for UDOW.
Over three years, SCHD compounded at +16.64% per year against +34.41% for UDOW; over five years the annualized figures are +9.54% and +12.86% respectively. Across the full 15-year window we track, UDOW has the edge at +25.35% annualized vs +11.26%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
UDOW has been the more volatile fund, with annualized monthly volatility of 43.0% compared with 13.7% 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 -33.4% for SCHD and -80.3% for UDOW. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
SCHD charges 0.06% per year while UDOW charges 0.94%. On a $10,000 position that is $6 vs $94 annually, a gap of $88 per year that compounds over a long holding period. On income, SCHD currently yields 3.24% against 1.11% for UDOW.
Holdings Overlap
At least 28.0% of SCHD's money is in holdings UDOW also owns.
Stated as a floor: for UDOW, our book for it covers 84.1% 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 UDOW share little of their money.
7 positions in common, counted across the 98 positions we hold weights for in SCHD and 31 in UDOW, against full books of 206 and 42.
28.0% of SCHD is already inside UDOW.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, SCHD or UDOW?
SCHD has an expense ratio of 0.06% while UDOW charges 0.94%. SCHD is the cheaper option, by $88 a year on a $10,000 investment.
Which performed better, SCHD or UDOW?
Over the past year SCHD returned +29.85% vs +24.96% for UDOW, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), SCHD annualized +11.26% vs +25.35% for UDOW. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCHD or UDOW?
UDOW has been the more volatile fund at 43.0% annualized versus 13.7% for SCHD. Worst drawdown: SCHD -33.4% vs UDOW -80.3%.
Should I hold both SCHD and UDOW?
SCHD and UDOW have a monthly-return correlation of 0.90, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between SCHD and UDOW?
At least 28.0% of SCHD's money is in holdings UDOW also owns. Our book for UDOW is partial, so the real figure is this or higher. They hold 7 positions in common, counted across the 98 positions we hold weights for in SCHD and 31 in UDOW.
Which pays a higher dividend, SCHD or UDOW?
SCHD yields 3.24% while UDOW yields 1.11%, so SCHD currently pays the higher dividend yield.
Is UDOW better than SCHD?
SCHD has a lower expense ratio. SCHD led over 1Y, UDOW over 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.90. Which one suits a particular account depends on what it is for. This is information, not a recommendation.