SCHD vs URA
Schwab US Dividend Equity ETF vs Global X Uranium ETF
Which is better, SCHD or URA?
Large Cap Value against Mid Cap Blend.
SCHD has a lower expense ratio. SCHD led over 1Y, 5Y and the full window, URA over 3Y.
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 | URA |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.69% |
| AUM | $111.6B | $5.2B |
| Dividend Yield | 3.24% | 5.21% |
| Holdings | 206 | 57 |
| YTD Return | +24.55%Best | -22.84% |
| 1Y Return | +29.85%Best | -34.63% |
| 3Y Return (annualized) | +16.64% | +17.77%Best |
| 5Y Return (annualized) | +9.54%Best | +9.15% |
| Volatility (annualized) | 13.7%Best | 35.8% |
| Max Drawdown | -33.4%Best | -86.8% |
| $10,000 over 5 years | $15,771Best | $15,492 |
| Fund Family | Charles Schwab Asset Management | Global X by mirae Asset |
| Category | Equity | Equity |
| Style | Large Cap Value | Mid Cap Blend |
| Inception | Oct 20, 2011 | Nov 4, 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 URA 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 URA Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Global X Uranium ETF (URA) is an ETF from Global X by mirae Asset. Over the past year SCHD returned +29.85% while URA returned -34.63%. Year to date, SCHD is up 24.55% versus a loss of 22.84% for URA.
Over three years, SCHD compounded at +16.64% per year against +17.77% for URA; over five years the annualized figures are +9.54% and +9.15% respectively. Across the full 15-year window we track, SCHD has the edge at +11.26% annualized vs -0.20%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
URA has been the more volatile fund, with annualized monthly volatility of 35.8% 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 -86.8% for URA. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.39. They move together some of the time, and apart the rest.
Fees and Cost Over Time
SCHD charges 0.06% per year while URA charges 0.69%. On a $10,000 position that is $6 vs $69 annually, a gap of $63 per year that compounds over a long holding period. On income, SCHD currently yields 3.24% against 5.21% for URA.
Holdings Overlap
We hold position weights for 98 holdings in SCHD and 56 in URA, totalling 99.8% and 92.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 98 positions we hold weights for in SCHD and 56 in URA, against full books of 206 and 57.
You are not choosing between two funds in isolation.
Whichever of SCHD and URA you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SCHD or URA?
SCHD has an expense ratio of 0.06% while URA charges 0.69%. SCHD is the cheaper option, by $63 a year on a $10,000 investment.
Which performed better, SCHD or URA?
Over the past year SCHD returned +29.85% vs -34.63% for URA, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), SCHD annualized +11.26% vs -0.20% for URA. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCHD or URA?
URA has been the more volatile fund at 35.8% annualized versus 13.7% for SCHD. Worst drawdown: SCHD -33.4% vs URA -86.8%.
Should I hold both SCHD and URA?
SCHD and URA have a monthly-return correlation of 0.39, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, SCHD or URA?
SCHD yields 3.24% while URA yields 5.21%, so URA currently pays the higher dividend yield.
Is URA better than SCHD?
SCHD has a lower expense ratio. SCHD led over 1Y, 5Y and the full window, URA over 3Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.