SCHD vs YCS

Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: SCHD

Side-by-Side Comparison

MetricSCHDYCSWinner
Expense Ratio0.06%0.95%
AUM$103.7B$32M
Dividend Yield3.31%0.00%
Holdings1044
YTD Return+24.26%+4.85%
1Y Return+31.38%+23.22%
3Y Return (annualized)+15.08%+16.45%
5Y Return (annualized)+9.72%+22.82%
Volatility (annualized)13.6%19.4%
Max Drawdown-33.4%-49.6%
Fund FamilyCharles Schwab Asset ManagementProShares
CategoryEquityAlternative
InceptionOct 20, 2011Nov 24, 2008

SCHD vs YCS Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and ProShares UltraShort Yen ETF (YCS) is a ETF from ProShares. Over the past year SCHD returned +31.38% while YCS returned +23.22%. Year to date, SCHD is up 24.26% versus a gain of 4.85% for YCS.

Over three years, SCHD compounded at +15.08% per year against +16.45% for YCS; over five years the annualized figures are +9.72% and +22.82% respectively. Across the full 15-year window we track, SCHD has the edge at +11.39% annualized vs +6.31%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

YCS has been the more volatile fund, with annualized monthly volatility of 19.4% 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 -49.6% for YCS. 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 -0.04. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SCHD charges 0.06% per year while YCS 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 0.00% for YCS.

Holdings Overlap

0.0%overlap

SCHD and YCS 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 YCS?

SCHD has an expense ratio of 0.06% while YCS 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 YCS?

Over the past year SCHD returned +31.38% vs +23.22% for YCS, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), SCHD annualized +11.39% vs +6.31% for YCS. Past performance does not guarantee future results.

Which is riskier, SCHD or YCS?

YCS has been the more volatile fund at 19.4% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs YCS -49.6%.

Should I hold both SCHD and YCS?

SCHD and YCS have a monthly-return correlation of -0.04, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SCHD and YCS?

SCHD and YCS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.

Which pays a higher dividend, SCHD or YCS?

SCHD yields 3.31% while YCS yields 0.00%, so SCHD currently pays the higher dividend yield.

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