SCHD vs SETH

SCHD vs SETH
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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

MetricSCHDSETHWinner
Expense Ratio0.06%0.95%
AUM$108.7B$15M
Dividend Yield3.13%17.21%
Holdings1042
YTD Return+27.67%+0.12%
1Y Return+29.56%+28.13%
3Y Return (annualized)+16.53%-
5Y Return (annualized)+9.95%-
Volatility (annualized)13.6%67.5%
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 +29.56% while SETH returned +28.13%. Year to date, SCHD is up 27.67% versus a gain of 0.12% for SETH.

Risk: Volatility and Drawdowns

SETH has been the more volatile fund, with annualized monthly volatility of 67.5% 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 -0.13. 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 3.13% against 17.21% 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 +29.56% vs +28.13% for SETH, so SCHD leads on 1-year performance. Over the longest common window we track (3 years), SCHD annualized +11.55% vs -37.99% for SETH. Past performance does not guarantee future results.

Which is riskier, SCHD or SETH?

SETH has been the more volatile fund at 67.5% 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 -0.13, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, SCHD or SETH?

SCHD yields 3.13% while SETH yields 17.21%, so SETH currently pays the higher dividend yield.

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