SCHD vs UNHU
Schwab US Dividend Equity ETF vs Direxion Daily UNH Bull 2X ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | SCHD | UNHU | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.97% | |
| AUM | $108.7B | $4M | |
| Dividend Yield | 3.13% | 0.46% | |
| Holdings | 104 | 8 | |
| YTD Return | +27.67% | +88.70% | |
| 1Y Return | +31.26% | - | |
| 3Y Return (annualized) | +16.66% | - | |
| 5Y Return (annualized) | +10.18% | - | |
| Volatility (annualized) | 13.6% | - | |
| Max Drawdown | -33.4% | -23.4% | |
| Fund Family | Charles Schwab Asset Management | Direxion Shares ETF Trust | |
| Category | Equity | Alternative | |
| Inception | Oct 20, 2011 | Mar 25, 2026 |
SCHD vs UNHU Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Direxion Daily UNH Bull 2X ETF (UNHU) is a ETF from Direxion Shares ETF Trust. Year to date, SCHD is up 27.67% versus a gain of 88.70% for UNHU.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -33.4% for SCHD and -23.4% for UNHU. 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 UNHU charges 0.97%. On a $10,000 position that is $6 vs $97 annually, a gap of $91 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 0.46% for UNHU.
Holdings Overlap
SCHD and UNHU share 1 holdings out of 103 unique holdings combined, representing a 4.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in SCHD | Weight in UNHU | Difference |
|---|---|---|---|
| UNH | 4.11% | 13.08% | 8.97% |
Frequently Asked Questions
Which is cheaper, SCHD or UNHU?
SCHD has an expense ratio of 0.06% while UNHU charges 0.97%. SCHD is the cheaper option. On a $10,000 investment, that is $91 per year of difference.
What is the holdings overlap between SCHD and UNHU?
SCHD and UNHU share 1 common holdings with a 4.1% weight overlap. Combined, they hold 103 unique securities.
Which pays a higher dividend, SCHD or UNHU?
SCHD yields 3.13% while UNHU yields 0.46%, so SCHD currently pays the higher dividend yield.
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