SCHD vs ZSL

SCHD vs ZSL
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Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: SCHD

Side-by-Side Comparison

MetricSCHDZSLWinner
Expense Ratio0.06%0.95%
AUM$108.7B$64M
Dividend Yield3.13%0.00%
Holdings1046
YTD Return+26.54%-51.32%
1Y Return+30.90%-89.30%
3Y Return (annualized)+16.29%-80.53%
5Y Return (annualized)+9.65%-64.52%
Volatility (annualized)13.6%62.9%
Max Drawdown-33.4%-100.0%
Fund FamilyCharles Schwab Asset ManagementProShares
CategoryEquityAlternative
InceptionOct 20, 2011Dec 1, 2008

SCHD vs ZSL Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and ProShares UltraShort Silver (ZSL) is a ETF from ProShares. Over the past year SCHD returned +30.90% while ZSL returned -89.30%. Year to date, SCHD is up 26.54% versus a loss of 51.32% for ZSL.

Over three years, SCHD compounded at +16.29% per year against -80.53% for ZSL; over five years the annualized figures are +9.65% and -64.52% respectively. Across the full 15-year window we track, SCHD has the edge at +11.51% annualized vs -46.69%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ZSL has been the more volatile fund, with annualized monthly volatility of 62.9% 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 -100.0% for ZSL. 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 -0.29. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SCHD charges 0.06% per year while ZSL 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 3.13% against 0.00% for ZSL.

Holdings Overlap

0.0%overlap

SCHD and ZSL 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 ZSL?

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

Over the past year SCHD returned +30.90% vs -89.30% for ZSL, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), SCHD annualized +11.51% vs -46.69% for ZSL. Past performance does not guarantee future results.

Which is riskier, SCHD or ZSL?

ZSL has been the more volatile fund at 62.9% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs ZSL -100.0%.

Should I hold both SCHD and ZSL?

SCHD and ZSL have a monthly-return correlation of -0.29, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SCHD and ZSL?

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

Which pays a higher dividend, SCHD or ZSL?

SCHD yields 3.13% while ZSL yields 0.00%, so SCHD currently pays the higher dividend yield.

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