DDM vs SCHD
ProShares Ultra Dow30 vs Schwab US Dividend Equity ETF
Which is better, DDM or SCHD?
Trading-Leveraged Equity against Large Cap Value.
SCHD has a lower expense ratio. DDM led over 3Y, 5Y and the full window, SCHD over 1Y. 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 | DDM | SCHD |
|---|---|---|
| Expense Ratio | 0.95% | 0.06%Best |
| AUM | $573M | $112.1B |
| Dividend Yield | 0.91% | 3.00% |
| Holdings | 43 | 103 |
| YTD Return | +11.18% | +24.23%Best |
| 1Y Return | +21.27% | +27.90%Best |
| 3Y Return (annualized) | +24.42%Best | +15.55% |
| 5Y Return (annualized) | +12.71%Best | +9.97% |
| Volatility (annualized) | 28.3% | 13.6%Best |
| Max Drawdown | -63.1% | -33.4%Best |
| $10,000 over 5 years | $18,189Best | $16,083 |
| Fund Family | ProShares | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Equity | Large Cap Value |
| Inception | Jun 19, 2006 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Oct 20, 2011 to Sep 17, 2026 (14.9 years).
DDM vs SCHD 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 14.9 years both funds cover.
DDM vs SCHD Performance
ProShares Ultra Dow30 (DDM) is an ETF from ProShares and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year DDM returned +21.27% while SCHD returned +27.90%. Year to date, DDM is up 11.18% versus a gain of 24.23% for SCHD.
Over three years, DDM compounded at +24.42% per year against +15.55% for SCHD; over five years the annualized figures are +12.71% and +9.97% respectively. Across the full 15-year window we track, DDM has the edge at +19.79% annualized vs +11.30%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DDM has been the more volatile fund, with annualized monthly volatility of 28.3% 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 -63.1% for DDM and -33.4% for SCHD. 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
DDM 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, DDM currently yields 0.91% against 3.00% for SCHD.
Holdings Overlap
At least 29.2% of SCHD's money is in holdings DDM also owns.
Stated as a floor: for DDM, our book for it covers 82.7% 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 DDM share little of their money.
7 positions in common, counted across the 31 positions we hold weights for in DDM and 100 in SCHD, against full books of 43 and 103.
Top Shared Holdings
29.2% of SCHD is already inside DDM.
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, DDM or SCHD?
DDM has an expense ratio of 0.95% while SCHD charges 0.06%. SCHD is the cheaper option, by $89 a year on a $10,000 investment.
Which performed better, DDM or SCHD?
Over the past year DDM returned +21.27% vs +27.90% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), DDM annualized +19.79% vs +11.30% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DDM or SCHD?
DDM has been the more volatile fund at 28.3% annualized versus 13.6% for SCHD. Worst drawdown: DDM -63.1% vs SCHD -33.4%.
Should I hold both DDM and SCHD?
DDM and SCHD 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 DDM and SCHD?
At least 29.2% of SCHD's money is in holdings DDM also owns. Our book for DDM is partial, so the real figure is this or higher. They hold 7 positions in common, counted across the 31 positions we hold weights for in DDM and 100 in SCHD.
Which pays a higher dividend, DDM or SCHD?
DDM yields 0.91% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than DDM?
SCHD has a lower expense ratio. DDM led over 3Y, 5Y and the full window, SCHD over 1Y. 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.