SCHD vs UBOT
Schwab US Dividend Equity ETF vs Direxion Daily Robotics, Artificial Intelligence & Automation Index Bull 2X ETF
Which is better, SCHD or UBOT?
Large Cap Value against Trading-Leveraged 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 | UBOT |
|---|---|---|
| Expense Ratio | 0.06%Best | 1.32% |
| AUM | $112.1B | $23M |
| Dividend Yield | 3.00% | 1.10% |
| Holdings | 103 | 8 |
| YTD Return | +23.60%Best | -13.63% |
| 1Y Return | +28.29%Best | -11.98% |
| 3Y Return (annualized) | +16.25%Best | +13.58% |
| 5Y Return (annualized) | +10.25%Best | -14.81% |
| Volatility (annualized) | 16.3%Best | 59.8% |
| Max Drawdown | -33.4%Best | -86.1% |
| $10,000 over 5 years | $16,289Best | $4,487 |
| Fund Family | Charles Schwab Asset Management | Direxion Shares ETF Trust |
| Category | Equity | Alternative |
| Style | Large Cap Value | Trading-Leveraged Equity |
| Inception | Oct 20, 2011 | Apr 19, 2018 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Apr 19, 2018 to Sep 21, 2026 (8.4 years).
SCHD vs UBOT 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 8.4 years both funds cover.
SCHD vs UBOT Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Direxion Daily Robotics, Artificial Intelligence & Automation Index Bull 2X ETF (UBOT) is an ETF from Direxion Shares ETF Trust. Over the past year SCHD returned +28.29% while UBOT returned -11.98%. Year to date, SCHD is up 23.60% versus a loss of 13.63% for UBOT.
Over three years, SCHD compounded at +16.25% per year against +13.58% for UBOT; over five years the annualized figures are +10.25% and -14.81% respectively. Across the full 8-year window we track, SCHD has the edge at +11.47% annualized vs -8.30%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
UBOT has been the more volatile fund, with annualized monthly volatility of 59.8% compared with 16.3% 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 -86.1% for UBOT. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.66. They move together some of the time, and apart the rest.
Fees and Cost Over Time
SCHD charges 0.06% per year while UBOT charges 1.32%. On a $10,000 position that is $6 vs $132 annually, a gap of $126 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 1.10% for UBOT.
Holdings Overlap
We hold position weights for 100 holdings in SCHD and 3 in UBOT, totalling 100.0% and 98.7% 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 3 in UBOT, against full books of 103 and 8.
You are not choosing between two funds in isolation.
Whichever of SCHD and UBOT 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 UBOT?
SCHD has an expense ratio of 0.06% while UBOT charges 1.32%. SCHD is the cheaper option, by $126 a year on a $10,000 investment.
Which performed better, SCHD or UBOT?
Over the past year SCHD returned +28.29% vs -11.98% for UBOT, so SCHD leads on 1-year performance. Over the longest common window we track (8 years), SCHD annualized +11.47% vs -8.30% for UBOT. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCHD or UBOT?
UBOT has been the more volatile fund at 59.8% annualized versus 16.3% for SCHD. Worst drawdown: SCHD -33.4% vs UBOT -86.1%.
Should I hold both SCHD and UBOT?
SCHD and UBOT have a monthly-return correlation of 0.66, 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 UBOT?
SCHD yields 3.00% while UBOT yields 1.10%, so SCHD currently pays the higher dividend yield.
Is UBOT 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.