SCHD vs UFOD
Schwab US Dividend Equity ETF vs Tuttle Capital UFO Disclosure ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | SCHD | UFOD | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.99% | |
| AUM | $108.7B | $3M | |
| Dividend Yield | 3.13% | 0.00% | |
| Holdings | 104 | 61 | |
| YTD Return | +28.63% | +1.34% | |
| 1Y Return | +32.53% | - | |
| 3Y Return (annualized) | +16.97% | - | |
| 5Y Return (annualized) | +10.47% | - | |
| Volatility (annualized) | 13.7% | - | |
| Max Drawdown | -33.4% | -21.6% | |
| Fund Family | Charles Schwab Asset Management | Tuttle Funds | |
| Category | Equity | Equity | |
| Inception | Oct 20, 2011 | Feb 5, 2026 |
SCHD vs UFOD Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Tuttle Capital UFO Disclosure ETF (UFOD) is a ETF from Tuttle Funds. Year to date, SCHD is up 28.63% versus a gain of 1.34% for UFOD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -33.4% for SCHD and -21.6% for UFOD. 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 UFOD 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 0.00% for UFOD.
Holdings Overlap
SCHD and UFOD share 3 holdings out of 157 unique holdings combined, representing a 4.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SCHD or UFOD?
SCHD has an expense ratio of 0.06% while UFOD 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 UFOD?
SCHD and UFOD share 3 common holdings with a 4.5% weight overlap. Combined, they hold 157 unique securities.
Which pays a higher dividend, SCHD or UFOD?
SCHD yields 3.13% while UFOD yields 0.00%, so SCHD currently pays the higher dividend yield.
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