SCHD vs SUPL
Schwab US Dividend Equity ETF vs ProShares Supply Chain Logistics ETF
Which is better, SCHD or SUPL?
Large Cap Value against Large Cap Growth.
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y and the full window. SCHD is less concentrated, with 41.5% of the fund in its ten largest positions against 46.4%.
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 | SUPL |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.58% |
| AUM | $112.2B | $2M |
| Dividend Yield | 3.13% | 2.51% |
| Holdings | 103 | 40 |
| YTD Return | +27.56%Best | +17.69% |
| 1Y Return | +30.29%Best | +27.12% |
| 3Y Return (annualized) | +16.37%Best | +9.16% |
| 5Y Return (annualized) | +10.23% | - |
| Volatility (annualized) | 14.9%Best | 19.8% |
| Max Drawdown | -16.1%Best | -24.4% |
| $10,000 over 4.4 years | $15,375Best | $13,095 |
| Top 10 Weight | 41.5%Best | 46.4% |
| Fund Family | Charles Schwab Asset Management | ProShares |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Growth |
| Inception | Oct 20, 2011 | Apr 6, 2022 |
Volatility and max drawdown, and the $10,000 over 4.4 years row, are measured over the window both funds cover: Apr 7, 2022 to Sep 4, 2026 (4.4 years).
SCHD vs SUPL 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 4.4 years both funds cover.
SCHD vs SUPL Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and ProShares Supply Chain Logistics ETF (SUPL) is an ETF from ProShares. Over the past year SCHD returned +30.29% while SUPL returned +27.12%. Year to date, SCHD is up 27.56% versus a gain of 17.69% for SUPL.
Over three years, SCHD compounded at +16.37% per year against +9.16% for SUPL. Across the full 4-year window we track, SCHD has the edge at +10.27% annualized vs +6.32%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SUPL has been the more volatile fund, with annualized monthly volatility of 19.8% compared with 14.9% 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 -16.1% for SCHD and -24.4% for SUPL. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SCHD charges 0.06% per year while SUPL charges 0.58%. On a $10,000 position that is $6 vs $58 annually, a gap of $52 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 2.51% for SUPL.
Holdings Overlap
1.9% of SCHD's money is in holdings SUPL also owns. 4.5% of SUPL's money is in holdings SCHD also owns.
SUPL and SCHD share little of their money.
1 positions in common, counted across the 100 positions we hold weights for in SCHD and 40 in SUPL, against full books of 103 and 40.
What only one of them owns
Our book lists 17 positions for SUPL that do not appear in our book for SCHD (47.0% of the fund), and 98 for SCHD that do not appear in SUPL (98.0%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in SCHD | Weight in SUPL | Difference |
|---|---|---|---|
| UPSUnited Parcel Service, Inc | 1.95% | 4.50% | 2.55% |
You are not choosing between two funds in isolation.
Whichever of SCHD and SUPL 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 SUPL?
SCHD has an expense ratio of 0.06% while SUPL charges 0.58%. SCHD is the cheaper option, by $52 a year on a $10,000 investment.
Which performed better, SCHD or SUPL?
Over the past year SCHD returned +30.29% vs +27.12% for SUPL, so SCHD leads on 1-year performance. Over the longest common window we track (4 years), SCHD annualized +10.27% vs +6.32% for SUPL. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCHD or SUPL?
SUPL has been the more volatile fund at 19.8% annualized versus 14.9% for SCHD. Worst drawdown: SCHD -16.1% vs SUPL -24.4%.
Should I hold both SCHD and SUPL?
SCHD and SUPL have a monthly-return correlation of 0.78, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between SCHD and SUPL?
4.5% of SUPL's money is in holdings SCHD also owns. 4.5% of SUPL's is in holdings SCHD also owns. They hold 1 positions in common, counted across the 100 positions we hold weights for in SCHD and 40 in SUPL.
Which pays a higher dividend, SCHD or SUPL?
SCHD yields 3.13% while SUPL yields 2.51%, so SCHD currently pays the higher dividend yield.
Is SUPL better than SCHD?
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y and the full window. SCHD is less concentrated, with 41.5% of the fund in its ten largest positions against 46.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.