SCHD vs UFOX
Schwab US Dividend Equity ETF vs Defiance Space and Connective Tech ETF
Quick Verdict
SCHD has a lower expense ratio. UFOX delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | SCHD | UFOX | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.30% | |
| AUM | $103.7B | $825M | |
| Dividend Yield | 3.31% | 0.36% | |
| Holdings | 104 | 60 | |
| YTD Return | +25.62% | +31.70% | |
| 1Y Return | +32.62% | +52.19% | |
| 3Y Return (annualized) | +15.58% | - | |
| 5Y Return (annualized) | +9.63% | - | |
| Volatility (annualized) | 13.6% | 30.4% | |
| Max Drawdown | -33.4% | -28.7% | |
| Fund Family | Charles Schwab Asset Management | Defiance ETFs, LLC | |
| Category | Equity | Equity | |
| Inception | Oct 20, 2011 | Mar 4, 2019 |
SCHD vs UFOX Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Defiance Space and Connective Tech ETF (UFOX) is a ETF from Defiance ETFs, LLC. Over the past year SCHD returned +32.62% while UFOX returned +52.19%. Year to date, SCHD is up 25.62% versus a gain of 31.70% for UFOX.
Risk: Volatility and Drawdowns
UFOX has been the more volatile fund, with annualized monthly volatility of 30.4% compared with 13.6% 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 -28.7% for UFOX. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.09. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SCHD charges 0.06% per year while UFOX charges 0.30%. On a $10,000 position that is $6 vs $30 annually, a gap of $24 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 0.36% for UFOX.
Holdings Overlap
SCHD and UFOX share 3 holdings out of 156 unique holdings combined, representing a 3.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SCHD or UFOX?
SCHD has an expense ratio of 0.06% while UFOX charges 0.30%. SCHD is the cheaper option. On a $10,000 investment, that is $24 per year of difference.
Which performed better, SCHD or UFOX?
Over the past year SCHD returned +32.62% vs +52.19% for UFOX, so UFOX leads on 1-year performance. Over the longest common window we track (2 years), SCHD annualized +11.47% vs +38.43% for UFOX. Past performance does not guarantee future results.
Which is riskier, SCHD or UFOX?
UFOX has been the more volatile fund at 30.4% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs UFOX -28.7%.
Should I hold both SCHD and UFOX?
SCHD and UFOX have a monthly-return correlation of 0.09, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SCHD and UFOX?
SCHD and UFOX share 3 common holdings with a 3.6% weight overlap. Combined, they hold 156 unique securities.
Which pays a higher dividend, SCHD or UFOX?
SCHD yields 3.31% while UFOX yields 0.36%, so SCHD currently pays the higher dividend yield.
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