DOG vs SCHD
ProShares Short Dow30 vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 103 holdings.
Side-by-Side Comparison
| Metric | DOG | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.95% | 0.06% | |
| AUM | $104M | $112.2B | |
| Dividend Yield | 3.38% | 3.13% | |
| Holdings | 10 | 103 | |
| YTD Return | -7.10% | +27.89% | |
| 1Y Return | -11.63% | +29.93% | |
| 3Y Return (annualized) | -8.98% | +16.13% | |
| 5Y Return (annualized) | -5.53% | +10.00% | |
| Volatility (annualized) | 14.2% | 13.6% | |
| Max Drawdown | -93.3% | -33.4% | |
| Fund Family | ProShares | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Jun 19, 2006 | Oct 20, 2011 |
DOG vs SCHD Performance
ProShares Short Dow30 (DOG) is a ETF from ProShares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year DOG returned -11.63% while SCHD returned +29.93%. Year to date, DOG is down 7.10% versus a gain of 27.89% for SCHD.
Over three years, DOG compounded at -8.98% per year against +16.13% for SCHD; over five years the annualized figures are -5.53% and +10.00% respectively. Across the full 15-year window we track, SCHD has the edge at +11.56% annualized vs -11.24%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DOG has been the more volatile fund, with annualized monthly volatility of 14.2% 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 -93.3% for DOG 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 -0.89. They move independently enough that combining them can meaningfully diversify a portfolio.
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 3.38% against 3.13% for SCHD.
Holdings Overlap
DOG 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, DOG or SCHD?
DOG 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, DOG or SCHD?
Over the past year DOG returned -11.63% vs +29.93% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), DOG annualized -11.24% vs +11.56% for SCHD. Past performance does not guarantee future results.
Which is riskier, DOG or SCHD?
DOG has been the more volatile fund at 14.2% annualized versus 13.6% for SCHD. Worst drawdown: DOG -93.3% vs SCHD -33.4%.
Should I hold both DOG and SCHD?
DOG and SCHD have a monthly-return correlation of -0.89, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DOG and SCHD?
DOG and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, DOG or SCHD?
DOG yields 3.38% while SCHD yields 3.13%, so DOG currently pays the higher dividend yield.
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