SCHD vs SRTY
Schwab US Dividend Equity ETF vs ProShares UltraPro Short Russell2000
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | SCHD | SRTY | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.95% | |
| AUM | $108.7B | $66M | |
| Dividend Yield | 3.13% | 8.11% | |
| Holdings | 104 | 14 | |
| YTD Return | +27.67% | -46.50% | |
| 1Y Return | +29.56% | -55.94% | |
| 3Y Return (annualized) | +16.53% | -46.88% | |
| 5Y Return (annualized) | +9.95% | -32.29% | |
| Volatility (annualized) | 13.6% | 53.6% | |
| Max Drawdown | -33.4% | -100.0% | |
| Fund Family | Charles Schwab Asset Management | ProShares | |
| Category | Equity | Alternative | |
| Inception | Oct 20, 2011 | Feb 9, 2010 |
SCHD vs SRTY Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and ProShares UltraPro Short Russell2000 (SRTY) is a ETF from ProShares. Over the past year SCHD returned +29.56% while SRTY returned -55.94%. Year to date, SCHD is up 27.67% versus a loss of 46.50% for SRTY.
Over three years, SCHD compounded at +16.53% per year against -46.88% for SRTY; over five years the annualized figures are +9.95% and -32.29% respectively. Across the full 15-year window we track, SCHD has the edge at +11.55% annualized vs -45.68%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SRTY has been the more volatile fund, with annualized monthly volatility of 53.6% 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 -100.0% for SRTY. 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 -0.76. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SCHD charges 0.06% per year while SRTY 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 8.11% for SRTY.
Holdings Overlap
SCHD and SRTY share 0 holdings out of 101 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SCHD or SRTY?
SCHD has an expense ratio of 0.06% while SRTY 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 SRTY?
Over the past year SCHD returned +29.56% vs -55.94% for SRTY, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), SCHD annualized +11.55% vs -45.68% for SRTY. Past performance does not guarantee future results.
Which is riskier, SCHD or SRTY?
SRTY has been the more volatile fund at 53.6% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs SRTY -100.0%.
Should I hold both SCHD and SRTY?
SCHD and SRTY have a monthly-return correlation of -0.76, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SCHD and SRTY?
SCHD and SRTY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, SCHD or SRTY?
SCHD yields 3.13% while SRTY yields 8.11%, so SRTY currently pays the higher dividend yield.
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