SCHD vs UBEW

SCHD vs UBEW
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Quick Verdict

SCHD has a lower expense ratio. SCHD offers more diversification with 104 holdings.

Lower Fees: SCHDHigher Returns: TiedMore Diversified: SCHD

Side-by-Side Comparison

MetricSCHDUBEWWinner
Expense Ratio0.06%0.99%
AUM$108.7B$4M
Dividend Yield3.13%41.62%
Holdings1045
YTD Return+28.63%-21.59%
1Y Return+32.53%-
3Y Return (annualized)+16.97%-
5Y Return (annualized)+10.47%-
Volatility (annualized)13.7%-
Max Drawdown-33.4%-48.3%
Fund FamilyCharles Schwab Asset ManagementRoundhill Investments
CategoryEquityEquity
InceptionOct 20, 2011Oct 23, 2025

SCHD vs UBEW Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Roundhill UBER WeeklyPay ETF (UBEW) is a ETF from Roundhill Investments. Year to date, SCHD is up 28.63% versus a loss of 21.59% for UBEW.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -33.4% for SCHD and -48.3% for UBEW. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

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 3.13% against 41.62% for UBEW.

Holdings Overlap

0.0%overlap

SCHD and UBEW share 0 holdings out of 102 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 UBEW?

SCHD has an expense ratio of 0.06% while UBEW charges 0.99%. SCHD is the cheaper option. On a $10,000 investment, that is $93 per year of difference.

What is the holdings overlap between SCHD and UBEW?

SCHD and UBEW share 0 common holdings with a 0.0% weight overlap. Combined, they hold 102 unique securities.

Which pays a higher dividend, SCHD or UBEW?

SCHD yields 3.13% while UBEW yields 41.62%, so UBEW currently pays the higher dividend yield.

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