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

MetricEWVSCHDWinner
Expense Ratio0.95%0.06%
AUM$6M$103.7B
Dividend Yield5.07%3.31%
Holdings4104
YTD Return-33.69%+24.26%
1Y Return-44.54%+31.38%
3Y Return (annualized)-30.89%+15.08%
5Y Return (annualized)-19.78%+9.72%
Volatility (annualized)30.3%13.6%
Max Drawdown-99.3%-33.4%
Fund FamilyProSharesCharles Schwab Asset Management
CategoryAlternativeEquity
InceptionNov 6, 2007Oct 20, 2011

EWV vs SCHD Performance

ProShares UltraShort MSCI Japan (EWV) is a ETF from ProShares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year EWV returned -44.54% while SCHD returned +31.38%. Year to date, EWV is down 33.69% versus a gain of 24.26% for SCHD.

Over three years, EWV compounded at -30.89% per year against +15.08% for SCHD; over five years the annualized figures are -19.78% and +9.72% respectively. Across the full 15-year window we track, SCHD has the edge at +11.39% annualized vs -19.99%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EWV has been the more volatile fund, with annualized monthly volatility of 30.3% 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 -99.3% for EWV 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 -0.62. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EWV 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, EWV currently yields 5.07% against 3.31% for SCHD.

Frequently Asked Questions

Which is cheaper, EWV or SCHD?

EWV 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, EWV or SCHD?

Over the past year EWV returned -44.54% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), EWV annualized -19.99% vs +11.39% for SCHD. Past performance does not guarantee future results.

Which is riskier, EWV or SCHD?

EWV has been the more volatile fund at 30.3% annualized versus 13.6% for SCHD. Worst drawdown: EWV -99.3% vs SCHD -33.4%.

Should I hold both EWV and SCHD?

EWV and SCHD have a monthly-return correlation of -0.62, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, EWV or SCHD?

EWV yields 5.07% while SCHD yields 3.31%, so EWV currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.