ROM vs SCHD
ProShares Ultra Technology vs Schwab US Dividend Equity ETF
Which is better, ROM or SCHD?
Multi Alternative against Large Cap Value.
SCHD has a lower expense ratio. ROM led over 1Y, 3Y, 5Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | ROM | SCHD |
|---|---|---|
| Expense Ratio | 0.95% | 0.06%Best |
| AUM | $1.2B | $112.1B |
| Dividend Yield | 0.06% | 3.00% |
| Holdings | 90 | 103 |
| YTD Return | +48.63%Best | +24.04% |
| 1Y Return | +62.90%Best | +27.95% |
| 3Y Return (annualized) | +50.05%Best | +15.51% |
| 5Y Return (annualized) | +20.15%Best | +9.80% |
| Volatility (annualized) | 39.9% | 13.6%Best |
| Max Drawdown | -67.5% | -33.4%Best |
| $10,000 over 5 years | $25,039Best | $15,959 |
| Fund Family | ProShares | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Multi Alternative | Large Cap Value |
| Inception | Jan 30, 2007 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Oct 20, 2011 to Sep 16, 2026 (14.9 years).
ROM vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
ROM vs SCHD Performance
ProShares Ultra Technology (ROM) is an ETF from ProShares and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year ROM returned +62.90% while SCHD returned +27.95%. Year to date, ROM is up 48.63% versus a gain of 24.04% for SCHD.
Over three years, ROM compounded at +50.05% per year against +15.51% for SCHD; over five years the annualized figures are +20.15% and +9.80% respectively. Across the full 15-year window we track, ROM has the edge at +33.76% annualized vs +11.29%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ROM has been the more volatile fund, with annualized monthly volatility of 39.9% 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 -67.5% for ROM and -33.4% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.58. They move together some of the time, and apart the rest.
Fees and Cost Over Time
ROM 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, ROM currently yields 0.06% against 3.00% for SCHD.
Holdings Overlap
At least 5.9% of SCHD's money is in holdings ROM also owns.
Stated as a floor: for ROM, our book for it covers 61.2% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
SCHD and ROM share little of their money.
3 positions in common, counted across the 74 positions we hold weights for in ROM and 100 in SCHD, against full books of 90 and 103.
You are not choosing between two funds in isolation.
Whichever of ROM and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, ROM or SCHD?
ROM has an expense ratio of 0.95% while SCHD charges 0.06%. SCHD is the cheaper option, by $89 a year on a $10,000 investment.
Which performed better, ROM or SCHD?
Over the past year ROM returned +62.90% vs +27.95% for SCHD, so ROM leads on 1-year performance. Over the longest common window we track (15 years), ROM annualized +33.76% vs +11.29% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ROM or SCHD?
ROM has been the more volatile fund at 39.9% annualized versus 13.6% for SCHD. Worst drawdown: ROM -67.5% vs SCHD -33.4%.
Should I hold both ROM and SCHD?
ROM and SCHD have a monthly-return correlation of 0.58, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between ROM and SCHD?
At least 5.9% of SCHD's money is in holdings ROM also owns. Our book for ROM is partial, so the real figure is this or higher. They hold 3 positions in common, counted across the 74 positions we hold weights for in ROM and 100 in SCHD.
Which pays a higher dividend, ROM or SCHD?
ROM yields 0.06% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than ROM?
SCHD has a lower expense ratio. ROM led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.