MYY 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

MetricMYYSCHDWinner
Expense Ratio0.95%0.06%
AUM$3M$103.7B
Dividend Yield4.40%3.31%
Holdings6104
YTD Return-13.26%+26.21%
1Y Return-15.10%+29.99%
3Y Return (annualized)-9.89%+15.73%
5Y Return (annualized)-6.67%+9.67%
Volatility (annualized)18.0%13.6%
Max Drawdown-96.0%-33.4%
Fund FamilyProSharesCharles Schwab Asset Management
CategoryAlternativeEquity
InceptionJun 19, 2006Oct 20, 2011

MYY vs SCHD Performance

ProShares Short MidCap400 (MYY) is a ETF from ProShares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year MYY returned -15.10% while SCHD returned +29.99%. Year to date, MYY is down 13.26% versus a gain of 26.21% for SCHD.

Over three years, MYY compounded at -9.89% per year against +15.73% for SCHD; over five years the annualized figures are -6.67% and +9.67% respectively. Across the full 15-year window we track, SCHD has the edge at +11.50% annualized vs -12.90%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

MYY has been the more volatile fund, with annualized monthly volatility of 18.0% 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 -96.0% for MYY 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 -0.85. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

MYY 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, MYY currently yields 4.40% against 3.31% for SCHD.

Frequently Asked Questions

Which is cheaper, MYY or SCHD?

MYY 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, MYY or SCHD?

Over the past year MYY returned -15.10% vs +29.99% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), MYY annualized -12.90% vs +11.50% for SCHD. Past performance does not guarantee future results.

Which is riskier, MYY or SCHD?

MYY has been the more volatile fund at 18.0% annualized versus 13.6% for SCHD. Worst drawdown: MYY -96.0% vs SCHD -33.4%.

Should I hold both MYY and SCHD?

MYY and SCHD have a monthly-return correlation of -0.85, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, MYY or SCHD?

MYY yields 4.40% while SCHD yields 3.31%, so MYY currently pays the higher dividend yield.

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