SCHD vs UNX
Schwab US Dividend Equity ETF vs Tradr 2X Long U Daily ETF
Quick Verdict
SCHD has a lower expense ratio. UNX delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | SCHD | UNX | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 1.30% | |
| AUM | $103.7B | $4M | |
| Dividend Yield | 3.31% | 0.00% | |
| Holdings | 104 | 4 | |
| YTD Return | +25.58% | +443.93% | |
| 1Y Return | +31.06% | +335.91% | |
| 3Y Return (annualized) | +15.55% | - | |
| 5Y Return (annualized) | +9.61% | - | |
| Volatility (annualized) | 13.6% | - | |
| Max Drawdown | -33.4% | -92.1% | |
| Fund Family | Charles Schwab Asset Management | Tradr ETFs | |
| Category | Equity | Alternative | |
| Inception | Oct 20, 2011 | Sep 15, 2025 |
SCHD vs UNX Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Tradr 2X Long U Daily ETF (UNX) is a ETF from Tradr ETFs. Over the past year SCHD returned +31.06% while UNX returned +335.91%. Year to date, SCHD is up 25.58% versus a gain of 443.93% for UNX.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -33.4% for SCHD and -92.1% for UNX. 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 UNX charges 1.30%. On a $10,000 position that is $6 vs $130 annually, a gap of $124 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 0.00% for UNX.
Holdings Overlap
SCHD and UNX share 0 holdings out of 101 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 UNX?
SCHD has an expense ratio of 0.06% while UNX charges 1.30%. SCHD is the cheaper option. On a $10,000 investment, that is $124 per year of difference.
Which performed better, SCHD or UNX?
Over the past year SCHD returned +31.06% vs +335.91% for UNX, so UNX leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between SCHD and UNX?
SCHD and UNX share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, SCHD or UNX?
SCHD yields 3.31% while UNX yields 0.00%, so SCHD currently pays the higher dividend yield.
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