SCHD vs UUUG

SCHD vs UUUG

Which is better, SCHD or UUUG?

Large Cap Value against Trading-Leveraged Equity.

SCHD has a lower expense ratio.

Lower Fees: SCHD

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

MetricSCHDUUUG
Expense Ratio0.06%Best0.75%
AUM$112.1B$12M
Dividend Yield3.00%0.00%
Holdings1036
YTD Return+23.68%Best-79.01%
1Y Return+28.36%-
3Y Return (annualized)+16.20%-
5Y Return (annualized)+10.07%-
Fund FamilyCharles Schwab Asset ManagementLeverage Shares
CategoryEquityAlternative
StyleLarge Cap ValueTrading-Leveraged Equity
InceptionOct 20, 2011Jan 13, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

SCHD vs UUUG 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

SCHD vs UUUG Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Leverage Shares 2X Long UUUU Daily ETF (UUUG) is an ETF from Leverage Shares. Year to date, SCHD is up 23.68% versus a loss of 79.01% for UUUG.

Past performance does not guarantee future results.

Fees and Cost Over Time

SCHD charges 0.06% per year while UUUG 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 3.00% against 0.00% for UUUG.

Holdings Overlap

We hold position weights for 100 holdings in SCHD and 1 in UUUG, totalling 100.0% and 8.0% 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 100 positions we hold weights for in SCHD and 1 in UUUG, against full books of 103 and 6.

You are not choosing between two funds in isolation.

Whichever of SCHD and UUUG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SCHDUUUG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or UUUG?

SCHD has an expense ratio of 0.06% while UUUG charges 0.75%. SCHD is the cheaper option, by $69 a year on a $10,000 investment.

Which pays a higher dividend, SCHD or UUUG?

SCHD yields 3.00% while UUUG yields 0.00%, so SCHD currently pays the higher dividend yield.

Is UUUG better than SCHD?

SCHD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.