SCHD vs UNHG
Schwab US Dividend Equity ETF vs Leverage Shares 2X Long UNH Daily ETF
Which is better, SCHD or UNHG?
Large Cap Value against Trading-Leveraged Equity.
SCHD has a lower expense ratio. SCHD led over 1Y, UNHG over 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 | UNHG |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.77% |
| AUM | $108.9B | $61M |
| Dividend Yield | 3.00% | 9.81% |
| Holdings | 206 | 12 |
| YTD Return | +20.89%Best | +0.86% |
| 1Y Return | +23.87%Best | -11.94% |
| 3Y Return (annualized) | +16.42% | - |
| 5Y Return (annualized) | +9.40% | - |
| Volatility (annualized) | 14.1%Best | 97.5% |
| Max Drawdown | -6.9%Best | -57.0% |
| $10,000 over 1.2 years | $12,560 | $12,724Best |
| Fund Family | Charles Schwab Asset Management | Leverage Shares |
| Category | Equity | Alternative |
| Style | Large Cap Value | Trading-Leveraged Equity |
| Inception | Oct 20, 2011 | Jul 22, 2025 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.2 years row, are measured over the window both funds cover: Jul 22, 2025 to Oct 2, 2026 (1.2 years).
SCHD vs UNHG 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 1.2 years both funds cover.
SCHD vs UNHG Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Leverage Shares 2X Long UNH Daily ETF (UNHG) is an ETF from Leverage Shares. Over the past year SCHD returned +23.87% while UNHG returned -11.94%. Year to date, SCHD is up 20.89% versus a gain of 0.86% for UNHG.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
UNHG has been the more volatile fund, with annualized monthly volatility of 97.5% compared with 14.1% 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 -6.9% for SCHD and -57.0% for UNHG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.11. They move largely independently of each other.
Fees and Cost Over Time
SCHD charges 0.06% per year while UNHG charges 0.77%. On a $10,000 position that is $6 vs $77 annually, a gap of $71 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 9.81% for UNHG.
Holdings Overlap
We hold position weights for 99 holdings in SCHD and 1 in UNHG, totalling 100.0% and 12.0% 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 99 positions we hold weights for in SCHD and 1 in UNHG, against full books of 206 and 12.
You are not choosing between two funds in isolation.
Whichever of SCHD and UNHG 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 UNHG?
SCHD has an expense ratio of 0.06% while UNHG charges 0.77%. SCHD is the cheaper option, by $71 a year on a $10,000 investment.
Which performed better, SCHD or UNHG?
Over the past year SCHD returned +23.87% vs -11.94% for UNHG, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), SCHD annualized +20.92% vs +22.23% for UNHG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCHD or UNHG?
UNHG has been the more volatile fund at 97.5% annualized versus 14.1% for SCHD. Worst drawdown: SCHD -6.9% vs UNHG -57.0%.
Should I hold both SCHD and UNHG?
SCHD and UNHG have a monthly-return correlation of 0.11, 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 UNHG?
SCHD yields 3.00% while UNHG yields 9.81%, so UNHG currently pays the higher dividend yield.
Is UNHG better than SCHD?
SCHD has a lower expense ratio. SCHD led over 1Y, UNHG over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.