SCHD vs SETH

Quick Verdict

SCHD has a lower expense ratio. SETH delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: SETHMore Diversified: SCHD

Side-by-Side Comparison

MetricSCHDSETHWinner
Expense Ratio0.06%0.95%
AUM$103.7B$15M
Dividend Yield3.31%9.88%
Holdings1042
YTD Return+24.26%+27.59%
1Y Return+31.38%+32.26%
3Y Return (annualized)+15.08%-
5Y Return (annualized)+9.72%-
Volatility (annualized)13.6%65.7%
Max Drawdown-33.4%-80.8%
Fund FamilyCharles Schwab Asset ManagementProShares
CategoryEquityAlternative
InceptionOct 20, 2011Nov 2, 2023

SCHD vs SETH Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and ProShares Short Ether ETF (SETH) is a ETF from ProShares. Over the past year SCHD returned +31.38% while SETH returned +32.26%. Year to date, SCHD is up 24.26% versus a gain of 27.59% for SETH.

Risk: Volatility and Drawdowns

SETH has been the more volatile fund, with annualized monthly volatility of 65.7% 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 -33.4% for SCHD and -80.8% for SETH. 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 -0.11. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SCHD charges 0.06% per year while SETH charges 0.95%. On a $10,000 position that is $6 vs $95 annually, a gap of $89 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 9.88% for SETH.

Frequently Asked Questions

Which is cheaper, SCHD or SETH?

SCHD has an expense ratio of 0.06% while SETH charges 0.95%. SCHD is the cheaper option. On a $10,000 investment, that is $89 per year of difference.

Which performed better, SCHD or SETH?

Over the past year SCHD returned +31.38% vs +32.26% for SETH, so SETH leads on 1-year performance. Over the longest common window we track (3 years), SCHD annualized +11.39% vs -32.94% for SETH. Past performance does not guarantee future results.

Which is riskier, SCHD or SETH?

SETH has been the more volatile fund at 65.7% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs SETH -80.8%.

Should I hold both SCHD and SETH?

SCHD and SETH have a monthly-return correlation of -0.11, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, SCHD or SETH?

SCHD yields 3.31% while SETH yields 9.88%, so SETH currently pays the higher dividend yield.

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