EZJ vs SCHD
ProShares Ultra MSCI Japan vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. EZJ delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | EZJ | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.17% | 0.06% | |
| AUM | $12M | $103.7B | |
| Dividend Yield | 1.87% | 3.31% | |
| Holdings | 8 | 104 | |
| YTD Return | +36.13% | +25.58% | |
| 1Y Return | +48.77% | +31.06% | |
| 3Y Return (annualized) | +30.34% | +15.55% | |
| 5Y Return (annualized) | +9.47% | +9.61% | |
| Volatility (annualized) | 28.6% | 13.6% | |
| Max Drawdown | -59.7% | -33.4% | |
| Fund Family | ProShares | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Jun 2, 2009 | Oct 20, 2011 |
EZJ vs SCHD Performance
ProShares Ultra MSCI Japan (EZJ) is a ETF from ProShares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year EZJ returned +48.77% while SCHD returned +31.06%. Year to date, EZJ is up 36.13% versus a gain of 25.58% for SCHD.
Over three years, EZJ compounded at +30.34% per year against +15.55% for SCHD; over five years the annualized figures are +9.47% and +9.61% respectively. Across the full 15-year window we track, SCHD has the edge at +11.46% annualized vs +8.26%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EZJ has been the more volatile fund, with annualized monthly volatility of 28.6% 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 -59.7% for EZJ 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 0.65. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EZJ charges 1.17% per year while SCHD charges 0.06%. On a $10,000 position that is $117 vs $6 annually, a gap of $111 per year that compounds over a long holding period. On income, EZJ currently yields 1.87% against 3.31% for SCHD.
Holdings Overlap
EZJ and SCHD share 0 holdings out of 102 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, EZJ or SCHD?
EZJ has an expense ratio of 1.17% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $111 per year of difference.
Which performed better, EZJ or SCHD?
Over the past year EZJ returned +48.77% vs +31.06% for SCHD, so EZJ leads on 1-year performance. Over the longest common window we track (15 years), EZJ annualized +8.26% vs +11.46% for SCHD. Past performance does not guarantee future results.
Which is riskier, EZJ or SCHD?
EZJ has been the more volatile fund at 28.6% annualized versus 13.6% for SCHD. Worst drawdown: EZJ -59.7% vs SCHD -33.4%.
Should I hold both EZJ and SCHD?
EZJ and SCHD have a monthly-return correlation of 0.65, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EZJ and SCHD?
EZJ and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 102 unique securities.
Which pays a higher dividend, EZJ or SCHD?
EZJ yields 1.87% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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