DIG vs SCHD
ProShares Ultra Energy vs Schwab US Dividend Equity ETF
Which is better, DIG or SCHD?
Trading-Leveraged Equity against Large Cap Value.
SCHD has a lower expense ratio. DIG led over 1Y, 3Y and 5Y, SCHD over the full window.
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 | DIG | SCHD |
|---|---|---|
| Expense Ratio | 0.95% | 0.06%Best |
| AUM | $86M | $112.1B |
| Dividend Yield | 1.27% | 3.00% |
| Holdings | 29 | 103 |
| YTD Return | +88.93%Best | +23.46% |
| 1Y Return | +96.69%Best | +27.20% |
| 3Y Return (annualized) | +18.88%Best | +15.41% |
| 5Y Return (annualized) | +40.28%Best | +10.16% |
| Volatility (annualized) | 53.1% | 13.7%Best |
| Max Drawdown | -96.3% | -33.4%Best |
| $10,000 over 5 years | $54,322Best | $16,223 |
| Fund Family | ProShares | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Equity | Large Cap Value |
| Inception | Jan 30, 2007 | 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 18, 2026 (14.9 years).
DIG 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.
DIG vs SCHD Performance
ProShares Ultra Energy (DIG) is an ETF from ProShares and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year DIG returned +96.69% while SCHD returned +27.20%. Year to date, DIG is up 88.93% versus a gain of 23.46% for SCHD.
Over three years, DIG compounded at +18.88% per year against +15.41% for SCHD; over five years the annualized figures are +40.28% and +10.16% respectively. Across the full 15-year window we track, SCHD has the edge at +11.25% annualized vs +2.66%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DIG has been the more volatile fund, with annualized monthly volatility of 53.1% 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 -96.3% for DIG 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 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DIG 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, DIG currently yields 1.27% against 3.00% for SCHD.
Holdings Overlap
At least 15.2% of SCHD's money is in holdings DIG also owns.
Stated as a floor: for DIG, our book for it covers 75.5% 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 DIG share little of their money.
7 positions in common, counted across the 22 positions we hold weights for in DIG and 100 in SCHD, against full books of 29 and 103.
Top Shared Holdings
You are not choosing between two funds in isolation.
Whichever of DIG and SCHD 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, DIG or SCHD?
DIG 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, DIG or SCHD?
Over the past year DIG returned +96.69% vs +27.20% for SCHD, so DIG leads on 1-year performance. Over the longest common window we track (15 years), DIG annualized +2.66% vs +11.25% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DIG or SCHD?
DIG has been the more volatile fund at 53.1% annualized versus 13.7% for SCHD. Worst drawdown: DIG -96.3% vs SCHD -33.4%.
Should I hold both DIG and SCHD?
DIG and SCHD have a monthly-return correlation of 0.71, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between DIG and SCHD?
At least 15.2% of SCHD's money is in holdings DIG also owns. Our book for DIG is partial, so the real figure is this or higher. They hold 7 positions in common, counted across the 22 positions we hold weights for in DIG and 100 in SCHD.
Which pays a higher dividend, DIG or SCHD?
DIG yields 1.27% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than DIG?
SCHD has a lower expense ratio. DIG led over 1Y, 3Y and 5Y, SCHD over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.