SCHD vs UBEW
Schwab US Dividend Equity ETF vs Roundhill UBER WeeklyPay ETF
Which is better, SCHD or UBEW?
Large Cap Value against Large Cap Blend.
SCHD has a lower expense ratio. SCHD led over 1Y.
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 | UBEW |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.99% |
| AUM | $112.1B | $4M |
| Dividend Yield | 3.00% | 43.86% |
| Holdings | 103 | 5 |
| YTD Return | +24.96%Best | -31.62% |
| 1Y Return | +28.75%Best | -42.64% |
| 3Y Return (annualized) | +15.71% | - |
| 5Y Return (annualized) | +9.86% | - |
| Fund Family | Charles Schwab Asset Management | Roundhill Investments |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Oct 20, 2011 | Oct 23, 2025 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
SCHD vs UBEW 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
SCHD vs UBEW Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Roundhill UBER WeeklyPay ETF (UBEW) is an ETF from Roundhill Investments. Over the past year SCHD returned +28.75% while UBEW returned -42.64%. Year to date, SCHD is up 24.96% versus a loss of 31.62% for UBEW.
Past performance does not guarantee future results.
Fees and Cost Over Time
SCHD charges 0.06% per year while UBEW charges 0.99%. On a $10,000 position that is $6 vs $99 annually, a gap of $93 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 43.86% for UBEW.
Holdings Overlap
We hold position weights for 100 holdings in SCHD and 2 in UBEW, totalling 100.0% and 26.3% 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 2 in UBEW, against full books of 103 and 5.
You are not choosing between two funds in isolation.
Whichever of SCHD and UBEW 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 UBEW?
SCHD has an expense ratio of 0.06% while UBEW charges 0.99%. SCHD is the cheaper option, by $93 a year on a $10,000 investment.
Which performed better, SCHD or UBEW?
Over the past year SCHD returned +28.75% vs -42.64% for UBEW, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which pays a higher dividend, SCHD or UBEW?
SCHD yields 3.00% while UBEW yields 43.86%, so UBEW currently pays the higher dividend yield.
Is UBEW better than SCHD?
SCHD has a lower expense ratio. SCHD led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.