SCHD vs SSG
Schwab US Dividend Equity ETF vs ProShares UltraShort Semiconductors
Which is better, SCHD or SSG?
Large Cap Value against Trading-Inverse Equity.
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y, 5Y and the full window.
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 | SSG |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.95% |
| AUM | $112.1B | $39M |
| Dividend Yield | 3.00% | 9.98% |
| Holdings | 103 | 11 |
| YTD Return | +21.33%Best | -63.44% |
| 1Y Return | +25.15%Best | -71.94% |
| 3Y Return (annualized) | +15.43%Best | -75.40% |
| 5Y Return (annualized) | +9.32%Best | -66.31% |
| Volatility (annualized) | 13.7%Best | 49.0% |
| Max Drawdown | -33.4% | - |
| $10,000 over 5 years | $15,613Best | $43 |
| Fund Family | Charles Schwab Asset Management | ProShares |
| Category | Equity | Alternative |
| Style | Large Cap Value | Trading-Inverse Equity |
| Inception | Oct 20, 2011 | Jan 30, 2007 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Oct 20, 2011 to Sep 24, 2026 (14.9 years).
SCHD vs SSG 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 14.9 years both funds cover.
SCHD vs SSG Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and ProShares UltraShort Semiconductors (SSG) is an ETF from ProShares. Over the past year SCHD returned +25.15% while SSG returned -71.94%. Year to date, SCHD is up 21.33% versus a loss of 63.44% for SSG.
Over three years, SCHD compounded at +15.43% per year against -75.40% for SSG; over five years the annualized figures are +9.32% and -66.31% respectively. Across the full 15-year window we track, SCHD has the edge at +11.11% annualized vs -54.55%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SSG has been the more volatile fund, with annualized monthly volatility of 49.0% compared with 13.7% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The two funds' monthly returns correlate at -0.49. They move together some of the time, and apart the rest.
Fees and Cost Over Time
SCHD charges 0.06% per year while SSG 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 9.98% for SSG.
Holdings Overlap
We hold position weights for 100 holdings in SCHD and 1 in SSG, totalling 100.0% and 112.4% 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 100 positions we hold weights for in SCHD and 1 in SSG, against full books of 103 and 11.
You are not choosing between two funds in isolation.
Whichever of SCHD and SSG 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 SSG?
SCHD has an expense ratio of 0.06% while SSG charges 0.95%. SCHD is the cheaper option, by $89 a year on a $10,000 investment.
Which performed better, SCHD or SSG?
Over the past year SCHD returned +25.15% vs -71.94% for SSG, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), SCHD annualized +11.11% vs -54.55% for SSG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCHD or SSG?
SSG has been the more volatile fund at 49.0% annualized versus 13.7% for SCHD.
Should I hold both SCHD and SSG?
SCHD and SSG have a monthly-return correlation of -0.49, 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 SSG?
SCHD yields 3.00% while SSG yields 9.98%, so SSG currently pays the higher dividend yield.
Is SSG better than SCHD?
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.