SCHD vs UXOC
Schwab US Dividend Equity ETF vs FT Vest US Equity Uncapped Accelerator ETF - October
Which is better, SCHD or UXOC?
Large Cap Value against Large Cap Blend.
SCHD has a lower expense ratio. SCHD led over 1Y, UXOC over the full window.
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
| Metric | SCHD | UXOC |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.85% |
| AUM | $112.1B | $22M |
| Dividend Yield | 3.00% | 0.00% |
| Holdings | 103 | 8 |
| YTD Return | +23.60%Best | +14.33% |
| 1Y Return | +28.29%Best | +16.41% |
| 3Y Return (annualized) | +16.25% | - |
| 5Y Return (annualized) | +10.25% | - |
| Volatility (annualized) | 14.2%Tie | 14.2%Tie |
| Max Drawdown | -16.1%Best | -19.9% |
| $10,000 over 1.9 years | $12,603 | $13,384Best |
| Fund Family | Charles Schwab Asset Management | First Trust Portfolios (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Oct 20, 2011 | Oct 18, 2024 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Oct 21, 2024 to Sep 21, 2026 (1.9 years).
SCHD vs UXOC 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 covers the 1.9 years both funds cover.
SCHD vs UXOC Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and FT Vest US Equity Uncapped Accelerator ETF - October (UXOC) is an ETF from First Trust Portfolios (US). Over the past year SCHD returned +28.29% while UXOC returned +16.41%. Year to date, SCHD is up 23.60% versus a gain of 14.33% for UXOC.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD and UXOC have been equally volatile, both at 14.2% annualized.
The deepest peak-to-trough decline in our data was -16.1% for SCHD and -19.9% for UXOC. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.37. They move together some of the time, and apart the rest.
Fees and Cost Over Time
SCHD charges 0.06% per year while UXOC charges 0.85%. On a $10,000 position that is $6 vs $85 annually, a gap of $79 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 0.00% for UXOC.
You are not choosing between two funds in isolation.
Whichever of SCHD and UXOC you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SCHD or UXOC?
SCHD has an expense ratio of 0.06% while UXOC charges 0.85%. SCHD is the cheaper option, by $79 a year on a $10,000 investment.
Which performed better, SCHD or UXOC?
Over the past year SCHD returned +28.29% vs +16.41% for UXOC, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), SCHD annualized +12.95% vs +16.58% for UXOC. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCHD or UXOC?
SCHD and UXOC have been equally volatile, both at 14.2% annualized. Worst drawdown: SCHD -16.1% vs UXOC -19.9%.
Should I hold both SCHD and UXOC?
SCHD and UXOC have a monthly-return correlation of 0.37, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, SCHD or UXOC?
SCHD yields 3.00% while UXOC yields 0.00%, so SCHD currently pays the higher dividend yield.
Is UXOC better than SCHD?
SCHD has a lower expense ratio. SCHD led over 1Y, UXOC over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.