REW vs SCHD

REW vs SCHD
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Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: SCHD

Side-by-Side Comparison

MetricREWSCHDWinner
Expense Ratio0.95%0.06%
AUM$3M$108.7B
Dividend Yield6.74%3.13%
Holdings9104
YTD Return-47.69%+27.67%
1Y Return-56.52%+29.56%
3Y Return (annualized)-46.70%+16.53%
5Y Return (annualized)-36.60%+9.95%
Volatility (annualized)38.4%13.6%
Max Drawdown-100.0%-33.4%
Fund FamilyProSharesCharles Schwab Asset Management
CategoryAlternativeEquity
InceptionJan 30, 2007Oct 20, 2011

REW vs SCHD Performance

ProShares UltraShort Technology (REW) is a ETF from ProShares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year REW returned -56.52% while SCHD returned +29.56%. Year to date, REW is down 47.69% versus a gain of 27.67% for SCHD.

Over three years, REW compounded at -46.70% per year against +16.53% for SCHD; over five years the annualized figures are -36.60% and +9.95% respectively. Across the full 15-year window we track, SCHD has the edge at +11.55% annualized vs -37.82%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

REW has been the more volatile fund, with annualized monthly volatility of 38.4% 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 -100.0% for REW 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 -0.55. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

REW 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, REW currently yields 6.74% against 3.13% for SCHD.

Frequently Asked Questions

Which is cheaper, REW or SCHD?

REW 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, REW or SCHD?

Over the past year REW returned -56.52% vs +29.56% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), REW annualized -37.82% vs +11.55% for SCHD. Past performance does not guarantee future results.

Which is riskier, REW or SCHD?

REW has been the more volatile fund at 38.4% annualized versus 13.6% for SCHD. Worst drawdown: REW -100.0% vs SCHD -33.4%.

Should I hold both REW and SCHD?

REW and SCHD have a monthly-return correlation of -0.55, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, REW or SCHD?

REW yields 6.74% while SCHD yields 3.13%, so REW currently pays the higher dividend yield.

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