SCHD vs SKYU
Schwab US Dividend Equity ETF vs ProShares Ultra Nasdaq Cloud Computing ETF
Which is better, SCHD or SKYU?
Large Cap Value against Trading-Inverse Equity.
SCHD has a lower expense ratio. SCHD led over 5Y and the full window, SKYU over 1Y and 3Y.
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 | SCHD | SKYU |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.95% |
| AUM | $108.9B | $6M |
| Dividend Yield | 3.00% | 0.56% |
| Holdings | 206 | 67 |
| YTD Return | +20.67% | +52.20%Best |
| 1Y Return | +22.79% | +33.73%Best |
| 3Y Return (annualized) | +15.93% | +47.71%Best |
| 5Y Return (annualized) | +9.26%Best | +3.19% |
| Volatility (annualized) | 14.8%Best | 52.4% |
| Max Drawdown | -16.9%Best | -83.0% |
| $10,000 over 5 years | $15,571Best | $11,700 |
| Fund Family | Charles Schwab Asset Management | ProShares |
| Category | Equity | Alternative |
| Style | Large Cap Value | Trading-Inverse Equity |
| Inception | Oct 20, 2011 | Jan 19, 2021 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jan 21, 2021 to Oct 1, 2026 (5.7 years).
SCHD vs SKYU 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 covers the 5.7 years both funds cover.
SCHD vs SKYU Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and ProShares Ultra Nasdaq Cloud Computing ETF (SKYU) is an ETF from ProShares. Over the past year SCHD returned +22.79% while SKYU returned +33.73%. Year to date, SCHD is up 20.67% versus a gain of 52.20% for SKYU.
Over three years, SCHD compounded at +15.93% per year against +47.71% for SKYU; over five years the annualized figures are +9.26% and +3.19% respectively. Across the full 6-year window we track, SCHD has the edge at +10.97% annualized vs +5.08%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SKYU has been the more volatile fund, with annualized monthly volatility of 52.4% compared with 14.8% 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 -16.9% for SCHD and -83.0% for SKYU. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.30. They move together some of the time, and apart the rest.
Fees and Cost Over Time
SCHD charges 0.06% per year while SKYU 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 3.00% against 0.56% for SKYU.
Holdings Overlap
We hold position weights for 99 holdings in SCHD and 62 in SKYU, totalling 100.0% and 59.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 99 positions we hold weights for in SCHD and 62 in SKYU, against full books of 206 and 67.
You are not choosing between two funds in isolation.
Whichever of SCHD and SKYU 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, SCHD or SKYU?
SCHD has an expense ratio of 0.06% while SKYU charges 0.95%. SCHD is the cheaper option, by $89 a year on a $10,000 investment.
Which performed better, SCHD or SKYU?
Over the past year SCHD returned +22.79% vs +33.73% for SKYU, so SKYU leads on 1-year performance. Over the longest common window we track (6 years), SCHD annualized +10.97% vs +5.08% for SKYU. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCHD or SKYU?
SKYU has been the more volatile fund at 52.4% annualized versus 14.8% for SCHD. Worst drawdown: SCHD -16.9% vs SKYU -83.0%.
Should I hold both SCHD and SKYU?
SCHD and SKYU have a monthly-return correlation of 0.30, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, SCHD or SKYU?
SCHD yields 3.00% while SKYU yields 0.56%, so SCHD currently pays the higher dividend yield.
Is SKYU better than SCHD?
SCHD has a lower expense ratio. SCHD led over 5Y and the full window, SKYU over 1Y and 3Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.