ETHD vs SCHD

Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: SCHD

Side-by-Side Comparison

MetricETHDSCHDWinner
Expense Ratio0.99%0.06%
AUM$46M$103.7B
Dividend Yield2.58%3.31%
Holdings4104
YTD Return+31.86%+24.26%
1Y Return+11.70%+31.38%
3Y Return (annualized)-+15.08%
5Y Return (annualized)-+9.72%
Volatility (annualized)126.6%13.6%
Max Drawdown-95.6%-33.4%
Fund FamilyProSharesCharles Schwab Asset Management
CategoryAlternativeEquity
InceptionJun 7, 2024Oct 20, 2011

ETHD vs SCHD Performance

ProShares UltraShort Ether ETF (ETHD) is a ETF from ProShares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year ETHD returned +11.70% while SCHD returned +31.38%. Year to date, ETHD is up 31.86% versus a gain of 24.26% for SCHD.

Risk: Volatility and Drawdowns

ETHD has been the more volatile fund, with annualized monthly volatility of 126.6% 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 -95.6% for ETHD 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 0.03. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

ETHD charges 0.99% per year while SCHD charges 0.06%. On a $10,000 position that is $99 vs $6 annually, a gap of $93 per year that compounds over a long holding period. On income, ETHD currently yields 2.58% against 3.31% for SCHD.

Frequently Asked Questions

Which is cheaper, ETHD or SCHD?

ETHD has an expense ratio of 0.99% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $93 per year of difference.

Which performed better, ETHD or SCHD?

Over the past year ETHD returned +11.70% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), ETHD annualized -54.05% vs +11.39% for SCHD. Past performance does not guarantee future results.

Which is riskier, ETHD or SCHD?

ETHD has been the more volatile fund at 126.6% annualized versus 13.6% for SCHD. Worst drawdown: ETHD -95.6% vs SCHD -33.4%.

Should I hold both ETHD and SCHD?

ETHD and SCHD have a monthly-return correlation of 0.03, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, ETHD or SCHD?

ETHD yields 2.58% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.

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