EUO 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

MetricEUOSCHDWinner
Expense Ratio0.98%0.06%
AUM$36M$103.7B
Dividend Yield0.00%3.31%
Holdings4104
YTD Return+5.97%+25.62%
1Y Return+6.28%+32.62%
3Y Return (annualized)+1.00%+15.58%
5Y Return (annualized)+4.48%+9.63%
Volatility (annualized)17.9%13.6%
Max Drawdown-38.6%-33.4%
Fund FamilyProSharesCharles Schwab Asset Management
CategoryAlternativeEquity
InceptionNov 24, 2008Oct 20, 2011

EUO vs SCHD Performance

ProShares UltraShort Euro (EUO) is a ETF from ProShares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year EUO returned +6.28% while SCHD returned +32.62%. Year to date, EUO is up 5.97% versus a gain of 25.62% for SCHD.

Over three years, EUO compounded at +1.00% per year against +15.58% for SCHD; over five years the annualized figures are +4.48% and +9.63% respectively. Across the full 15-year window we track, SCHD has the edge at +11.47% annualized vs +1.13%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EUO has been the more volatile fund, with annualized monthly volatility of 17.9% 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 -38.6% for EUO 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 -0.27. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EUO charges 0.98% per year while SCHD charges 0.06%. On a $10,000 position that is $98 vs $6 annually, a gap of $92 per year that compounds over a long holding period. On income, EUO currently yields 0.00% against 3.31% for SCHD.

Holdings Overlap

0.0%overlap

EUO 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, EUO or SCHD?

EUO has an expense ratio of 0.98% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $92 per year of difference.

Which performed better, EUO or SCHD?

Over the past year EUO returned +6.28% vs +32.62% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), EUO annualized +1.13% vs +11.47% for SCHD. Past performance does not guarantee future results.

Which is riskier, EUO or SCHD?

EUO has been the more volatile fund at 17.9% annualized versus 13.6% for SCHD. Worst drawdown: EUO -38.6% vs SCHD -33.4%.

Should I hold both EUO and SCHD?

EUO and SCHD have a monthly-return correlation of -0.27, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EUO and SCHD?

EUO and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.

Which pays a higher dividend, EUO or SCHD?

EUO yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.

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