AGQ vs SCHD
ProShares Ultra Silver vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. AGQ delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | AGQ | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.95% | 0.06% | |
| AUM | $1.1B | $103.7B | |
| Dividend Yield | 0.00% | 3.31% | |
| Holdings | 7 | 104 | |
| YTD Return | -51.78% | +26.21% | |
| 1Y Return | +47.02% | +29.99% | |
| 3Y Return (annualized) | +44.50% | +15.73% | |
| 5Y Return (annualized) | +16.05% | +9.67% | |
| Volatility (annualized) | 65.1% | 13.6% | |
| Max Drawdown | -98.2% | -33.4% | |
| Fund Family | ProShares | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Dec 1, 2008 | Oct 20, 2011 |
AGQ vs SCHD Performance
ProShares Ultra Silver (AGQ) is a ETF from ProShares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year AGQ returned +47.02% while SCHD returned +29.99%. Year to date, AGQ is down 51.78% versus a gain of 26.21% for SCHD.
Over three years, AGQ compounded at +44.50% per year against +15.73% for SCHD; over five years the annualized figures are +16.05% and +9.67% respectively. Across the full 15-year window we track, SCHD has the edge at +11.50% annualized vs +3.11%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AGQ has been the more volatile fund, with annualized monthly volatility of 65.1% 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 -98.2% for AGQ 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 0.22. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
AGQ charges 0.95% per year while SCHD charges 0.06%. On a $10,000 position that is $95 vs $6 annually, a gap of $89 per year that compounds over a long holding period. On income, AGQ currently yields 0.00% against 3.31% for SCHD.
Holdings Overlap
AGQ and SCHD share 0 holdings out of 101 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AGQ or SCHD?
AGQ has an expense ratio of 0.95% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $89 per year of difference.
Which performed better, AGQ or SCHD?
Over the past year AGQ returned +47.02% vs +29.99% for SCHD, so AGQ leads on 1-year performance. Over the longest common window we track (15 years), AGQ annualized +3.11% vs +11.50% for SCHD. Past performance does not guarantee future results.
Which is riskier, AGQ or SCHD?
AGQ has been the more volatile fund at 65.1% annualized versus 13.6% for SCHD. Worst drawdown: AGQ -98.2% vs SCHD -33.4%.
Should I hold both AGQ and SCHD?
AGQ and SCHD have a monthly-return correlation of 0.22, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AGQ and SCHD?
AGQ and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, AGQ or SCHD?
AGQ yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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