SCHD vs UMCU

SCHD vs UMCU

Which is better, SCHD or UMCU?

Large Cap Value against Trading-Leveraged Equity.

SCHD has a lower expense ratio.

Lower Fees: SCHD

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

MetricSCHDUMCU
Expense Ratio0.06%Best1.49%
AUM$111.6B$165,431.54
Dividend Yield3.24%0.00%
Holdings2068
YTD Return+24.55%Best+18.93%
1Y Return+29.85%-
3Y Return (annualized)+16.64%-
5Y Return (annualized)+9.54%-
Fund FamilyCharles Schwab Asset ManagementTradr ETFs
CategoryEquityAlternative
StyleLarge Cap ValueTrading-Leveraged Equity
InceptionOct 20, 2011Aug 10, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

SCHD vs UMCU 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

SCHD vs UMCU Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Tradr 2X Long UMC Daily ETF (UMCU) is an ETF from Tradr ETFs. Year to date, SCHD is up 24.55% versus a gain of 18.93% for UMCU.

Past performance does not guarantee future results.

Fees and Cost Over Time

SCHD charges 0.06% per year while UMCU charges 1.49%. On a $10,000 position that is $6 vs $149 annually, a gap of $143 per year that compounds over a long holding period. On income, SCHD currently yields 3.24% against 0.00% for UMCU.

You are not choosing between two funds in isolation.

Whichever of SCHD and UMCU you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SCHDUMCU

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or UMCU?

SCHD has an expense ratio of 0.06% while UMCU charges 1.49%. SCHD is the cheaper option, by $143 a year on a $10,000 investment.

Which pays a higher dividend, SCHD or UMCU?

SCHD yields 3.24% while UMCU yields 0.00%, so SCHD currently pays the higher dividend yield.

Is UMCU better than SCHD?

SCHD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.