DOG vs SCHD
ProShares Short Dow30 vs Schwab US Dividend Equity ETF
Which is better, DOG or SCHD?
Opposite sides of the same exposure.
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y, 5Y and the full window. The two move opposite each other, correlation -0.89, so holding both offsets the exposure while paying both fees.
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 | DOG | SCHD |
|---|---|---|
| Expense Ratio | 0.95% | 0.06%Best |
| AUM | $107M | $112.1B |
| Dividend Yield | 3.42% | 3.00% |
| Holdings | 10 | 103 |
| YTD Return | -5.02% | +23.60%Best |
| 1Y Return | -7.70% | +28.29%Best |
| 3Y Return (annualized) | -9.19% | +16.25%Best |
| 5Y Return (annualized) | -5.86% | +10.25%Best |
| Volatility (annualized) | 13.1%Best | 13.7% |
| Max Drawdown | -85.8% | -33.4%Best |
| $10,000 over 5 years | $7,394 | $16,289Best |
| Fund Family | ProShares | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Trading-Inverse 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 21, 2026 (14.9 years).
DOG 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.
DOG vs SCHD Performance
ProShares Short Dow30 (DOG) is an ETF from ProShares and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year DOG returned -7.70% while SCHD returned +28.29%. Year to date, DOG is down 5.02% versus a gain of 23.60% for SCHD.
Over three years, DOG compounded at -9.19% per year against +16.25% for SCHD; over five years the annualized figures are -5.86% and +10.25% respectively. Across the full 15-year window we track, SCHD has the edge at +11.25% annualized vs -11.87%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.7% compared with 13.1% for DOG. 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 -85.8% for DOG 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 -0.89. They move opposite each other. Holding both offsets the exposure rather than spreading it, while paying both funds' fees.
Fees and Cost Over Time
DOG 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, DOG currently yields 3.42% against 3.00% for SCHD.
Holdings Overlap
We hold position weights for 1 holding in DOG and 100 in SCHD, totalling 79.8% and 100.0% 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 1 positions we hold weights for in DOG and 100 in SCHD, against full books of 10 and 103.
You are not choosing between two funds in isolation.
Whichever of DOG 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, DOG or SCHD?
DOG 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, DOG or SCHD?
Over the past year DOG returned -7.70% vs +28.29% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), DOG annualized -11.87% vs +11.25% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DOG or SCHD?
SCHD has been the more volatile fund at 13.7% annualized versus 13.1% for DOG. Worst drawdown: DOG -85.8% vs SCHD -33.4%.
Should I hold both DOG and SCHD?
DOG and SCHD have a monthly-return correlation of -0.89, so they move opposite each other. Holding both offsets the exposure rather than spreading it, and pays both funds' fees on the way. This is information, not a recommendation.
Which pays a higher dividend, DOG or SCHD?
DOG yields 3.42% while SCHD yields 3.00%, so DOG currently pays the higher dividend yield.
Is SCHD better than DOG?
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y, 5Y and the full window. The two move opposite each other, correlation -0.89, so holding both offsets the exposure while paying both fees. Which one suits a particular account depends on what it is for. This is information, not a recommendation.