SCHD vs UXI
Schwab US Dividend Equity ETF vs ProShares Ultra Industrials
Quick Verdict
SCHD has a lower expense ratio. UXI delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | SCHD | UXI | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.95% | |
| AUM | $103.7B | $32M | |
| Dividend Yield | 3.31% | 0.47% | |
| Holdings | 104 | 87 | |
| YTD Return | +25.62% | +32.14% | |
| 1Y Return | +32.62% | +43.61% | |
| 3Y Return (annualized) | +15.58% | +33.90% | |
| 5Y Return (annualized) | +9.63% | +13.31% | |
| Volatility (annualized) | 13.6% | 38.9% | |
| Max Drawdown | -33.4% | -89.7% | |
| Fund Family | Charles Schwab Asset Management | ProShares | |
| Category | Equity | Alternative | |
| Inception | Oct 20, 2011 | Jan 30, 2007 |
SCHD vs UXI Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and ProShares Ultra Industrials (UXI) is a ETF from ProShares. Over the past year SCHD returned +32.62% while UXI returned +43.61%. Year to date, SCHD is up 25.62% versus a gain of 32.14% for UXI.
Over three years, SCHD compounded at +15.58% per year against +33.90% for UXI; over five years the annualized figures are +9.63% and +13.31% respectively. Across the full 15-year window we track, UXI has the edge at +12.84% annualized vs +11.47%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
UXI has been the more volatile fund, with annualized monthly volatility of 38.9% 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 -89.7% for UXI. 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 0.86. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SCHD charges 0.06% per year while UXI charges 0.95%. On a $10,000 position that is $6 vs $95 annually, a gap of $89 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 0.47% for UXI.
Holdings Overlap
SCHD and UXI share 7 holdings out of 174 unique holdings combined, representing a 4.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SCHD or UXI?
SCHD has an expense ratio of 0.06% while UXI charges 0.95%. SCHD is the cheaper option. On a $10,000 investment, that is $89 per year of difference.
Which performed better, SCHD or UXI?
Over the past year SCHD returned +32.62% vs +43.61% for UXI, so UXI leads on 1-year performance. Over the longest common window we track (15 years), SCHD annualized +11.47% vs +12.84% for UXI. Past performance does not guarantee future results.
Which is riskier, SCHD or UXI?
UXI has been the more volatile fund at 38.9% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs UXI -89.7%.
Should I hold both SCHD and UXI?
SCHD and UXI have a monthly-return correlation of 0.86, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SCHD and UXI?
SCHD and UXI share 7 common holdings with a 4.3% weight overlap. Combined, they hold 174 unique securities.
Which pays a higher dividend, SCHD or UXI?
SCHD yields 3.31% while UXI yields 0.47%, so SCHD currently pays the higher dividend yield.
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