SCHD vs UGLD
SCHD vs UGLD
Schwab US Dividend Equity ETF vs Direxion Daily Gold Bull 2X ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | SCHD | UGLD | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 1.07% | |
| AUM | $103.7B | $3M | |
| Dividend Yield | 3.31% | 0.24% | |
| Holdings | 104 | 3 | |
| YTD Return | +24.26% | -8.20% | |
| 1Y Return | +31.38% | - | |
| 3Y Return (annualized) | +15.08% | - | |
| 5Y Return (annualized) | +9.72% | - | |
| Volatility (annualized) | 13.6% | - | |
| Max Drawdown | -33.4% | -25.0% | |
| Fund Family | Charles Schwab Asset Management | Direxion Shares ETF Trust | |
| Category | Equity | Alternative | |
| Inception | Oct 20, 2011 | May 27, 2026 |
SCHD vs UGLD Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Direxion Daily Gold Bull 2X ETF (UGLD) is a ETF from Direxion Shares ETF Trust. Year to date, SCHD is up 24.26% versus a loss of 8.20% for UGLD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -33.4% for SCHD and -25.0% for UGLD. 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 UGLD charges 1.07%. On a $10,000 position that is $6 vs $107 annually, a gap of $101 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 0.24% for UGLD.
Holdings Overlap
SCHD and UGLD share 0 holdings out of 103 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 UGLD?
SCHD has an expense ratio of 0.06% while UGLD charges 1.07%. SCHD is the cheaper option. On a $10,000 investment, that is $101 per year of difference.
What is the holdings overlap between SCHD and UGLD?
SCHD and UGLD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 103 unique securities.
Which pays a higher dividend, SCHD or UGLD?
SCHD yields 3.31% while UGLD yields 0.24%, so SCHD currently pays the higher dividend yield.
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