SCHD vs UECG

SCHD vs UECG

Which is better, SCHD or UECG?

Large Cap Value against Trading-Leveraged Equity.

SCHD has a lower expense ratio.

Lower Fees: SCHD

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

MetricSCHDUECG
Expense Ratio0.06%Best0.75%
AUM$111.6B$1M
Dividend Yield3.24%0.00%
Holdings20612
Fund FamilyCharles Schwab Asset ManagementLeverage Shares
CategoryEquityAlternative
StyleLarge Cap ValueTrading-Leveraged Equity
InceptionOct 20, 2011Feb 10, 2026

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

The two price series end 9 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. SCHD has data through Oct 28, 2026 and UECG through Oct 19, 2026.

Fees and Cost Over Time

SCHD charges 0.06% per year while UECG charges 0.75%. On a $10,000 position that is $6 vs $75 annually, a gap of $69 per year that compounds over a long holding period. On income, SCHD currently yields 3.24% against 0.00% for UECG.

You are not choosing between two funds in isolation.

Whichever of SCHD and UECG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SCHDUECG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or UECG?

SCHD has an expense ratio of 0.06% while UECG charges 0.75%. SCHD is the cheaper option, by $69 a year on a $10,000 investment.

Which pays a higher dividend, SCHD or UECG?

SCHD yields 3.24% while UECG yields 0.00%, so SCHD currently pays the higher dividend yield.

Is UECG better than SCHD?

SCHD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.