SCHD vs UPSG
Schwab US Dividend Equity ETF vs Leverage Shares 2X Long UPS Daily ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | SCHD | UPSG | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.75% | |
| AUM | $108.7B | $540,294.3 | |
| Dividend Yield | 3.13% | 0.00% | |
| Holdings | 104 | 5 | |
| YTD Return | +27.93% | +3.71% | |
| 1Y Return | +30.06% | - | |
| 3Y Return (annualized) | +16.25% | - | |
| 5Y Return (annualized) | +10.03% | - | |
| Volatility (annualized) | 13.6% | - | |
| Max Drawdown | -33.4% | -37.3% | |
| Fund Family | Charles Schwab Asset Management | Leverage Shares | |
| Category | Equity | Alternative | |
| Inception | Oct 20, 2011 | Dec 11, 2025 |
SCHD vs UPSG Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Leverage Shares 2X Long UPS Daily ETF (UPSG) is a ETF from Leverage Shares. Year to date, SCHD is up 27.93% versus a gain of 3.71% for UPSG.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -33.4% for SCHD and -37.3% for UPSG. 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 UPSG charges 0.75%. On a $10,000 position that is $6 vs $75 annually, a gap of $69 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 0.00% for UPSG.
Holdings Overlap
SCHD and UPSG 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 UPSG?
SCHD has an expense ratio of 0.06% while UPSG charges 0.75%. SCHD is the cheaper option. On a $10,000 investment, that is $69 per year of difference.
What is the holdings overlap between SCHD and UPSG?
SCHD and UPSG share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, SCHD or UPSG?
SCHD yields 3.13% while UPSG yields 0.00%, so SCHD currently pays the higher dividend yield.
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