SCHD vs URAN
Schwab US Dividend Equity ETF vs Themes Uranium & Nuclear ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | SCHD | URAN | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.35% | |
| AUM | $108.7B | $32M | |
| Dividend Yield | 3.13% | 2.92% | |
| Holdings | 104 | 48 | |
| YTD Return | +26.54% | -11.70% | |
| 1Y Return | +30.90% | +5.03% | |
| 3Y Return (annualized) | +16.29% | - | |
| 5Y Return (annualized) | +9.65% | - | |
| Volatility (annualized) | 13.6% | 39.5% | |
| Max Drawdown | -33.4% | -35.2% | |
| Fund Family | Charles Schwab Asset Management | Themes ETFs | |
| Category | Equity | Commodity | |
| Inception | Oct 20, 2011 | Sep 23, 2024 |
SCHD vs URAN Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Themes Uranium & Nuclear ETF (URAN) is a ETF from Themes ETFs. Over the past year SCHD returned +30.90% while URAN returned +5.03%. Year to date, SCHD is up 26.54% versus a loss of 11.70% for URAN.
Risk: Volatility and Drawdowns
URAN has been the more volatile fund, with annualized monthly volatility of 39.5% compared with 13.6% 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 -33.4% for SCHD and -35.2% for URAN. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.26. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SCHD charges 0.06% per year while URAN charges 0.35%. On a $10,000 position that is $6 vs $35 annually, a gap of $29 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 2.92% for URAN.
Holdings Overlap
SCHD and URAN share 0 holdings out of 126 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 URAN?
SCHD has an expense ratio of 0.06% while URAN charges 0.35%. SCHD is the cheaper option. On a $10,000 investment, that is $29 per year of difference.
Which performed better, SCHD or URAN?
Over the past year SCHD returned +30.90% vs +5.03% for URAN, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), SCHD annualized +11.51% vs +22.33% for URAN. Past performance does not guarantee future results.
Which is riskier, SCHD or URAN?
URAN has been the more volatile fund at 39.5% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs URAN -35.2%.
Should I hold both SCHD and URAN?
SCHD and URAN have a monthly-return correlation of 0.26, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SCHD and URAN?
SCHD and URAN share 0 common holdings with a 0.0% weight overlap. Combined, they hold 126 unique securities.
Which pays a higher dividend, SCHD or URAN?
SCHD yields 3.13% while URAN yields 2.92%, so SCHD currently pays the higher dividend yield.
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