RXD vs SCHD
ProShares UltraShort Health Care vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | RXD | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.95% | 0.06% | |
| AUM | $3M | $103.7B | |
| Dividend Yield | 3.13% | 3.31% | |
| Holdings | 7 | 104 | |
| YTD Return | -15.22% | +26.21% | |
| 1Y Return | -37.56% | +29.99% | |
| 3Y Return (annualized) | -11.42% | +15.73% | |
| 5Y Return (annualized) | -8.58% | +9.67% | |
| Volatility (annualized) | 29.4% | 13.6% | |
| Max Drawdown | -99.8% | -33.4% | |
| Fund Family | ProShares | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Jan 30, 2007 | Oct 20, 2011 |
RXD vs SCHD Performance
ProShares UltraShort Health Care (RXD) is a ETF from ProShares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year RXD returned -37.56% while SCHD returned +29.99%. Year to date, RXD is down 15.22% versus a gain of 26.21% for SCHD.
Over three years, RXD compounded at -11.42% per year against +15.73% for SCHD; over five years the annualized figures are -8.58% and +9.67% respectively. Across the full 15-year window we track, SCHD has the edge at +11.50% annualized vs -24.79%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
RXD has been the more volatile fund, with annualized monthly volatility of 29.4% 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 -99.8% for RXD 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
RXD 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, RXD currently yields 3.13% against 3.31% for SCHD.
Frequently Asked Questions
Which is cheaper, RXD or SCHD?
RXD 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, RXD or SCHD?
Over the past year RXD returned -37.56% vs +29.99% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), RXD annualized -24.79% vs +11.50% for SCHD. Past performance does not guarantee future results.
Which is riskier, RXD or SCHD?
RXD has been the more volatile fund at 29.4% annualized versus 13.6% for SCHD. Worst drawdown: RXD -99.8% vs SCHD -33.4%.
Should I hold both RXD and SCHD?
RXD and SCHD have a monthly-return correlation of -0.65, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, RXD or SCHD?
RXD yields 3.13% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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