SCHD vs URSP
SCHD vs URSP
Schwab US Dividend Equity ETF vs ProShares Ultra S&P 500 Equal Weight
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. URSP offers more diversification with 503 holdings.
Side-by-Side Comparison
| Metric | SCHD | URSP | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.95% | |
| AUM | $103.7B | $38M | |
| Dividend Yield | 3.31% | 0.93% | |
| Holdings | 104 | 507 | |
| YTD Return | +22.69% | +21.26% | |
| 1Y Return | +30.94% | +24.69% | |
| 3Y Return (annualized) | +14.20% | - | |
| 5Y Return (annualized) | +9.59% | - | |
| Volatility (annualized) | 13.7% | - | |
| Max Drawdown | -33.4% | -15.7% | |
| Fund Family | Charles Schwab Asset Management | ProShares | |
| Category | Equity | Alternative | |
| Inception | Oct 20, 2011 | Aug 25, 2025 |
SCHD vs URSP Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and ProShares Ultra S&P 500 Equal Weight (URSP) is a ETF from ProShares. Over the past year SCHD returned +30.94% while URSP returned +24.69%. Year to date, SCHD is up 22.69% versus a gain of 21.26% for URSP.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -33.4% for SCHD and -15.7% for URSP. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
SCHD charges 0.06% per year while URSP 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 0.93% for URSP.
Holdings Overlap
SCHD and URSP share 44 holdings out of 559 unique holdings combined, representing a 2.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in SCHD | Weight in URSP | Difference |
|---|---|---|---|
| UNH | 4.54% | 0.06% | 4.48% |
| ABT | 4.49% | 0.07% | 4.42% |
| MRK | 4.32% | 0.07% | 4.25% |
| AMGN | Pro | Pro | Pro |
| HD | Pro | Pro | Pro |
| KO | Pro | Pro | Pro |
| CVX | Pro | Pro | Pro |
| PEP | Pro | Pro | Pro |
| TXN | Pro | Pro | Pro |
| COP | Pro | Pro | Pro |
See all 10 holdings SCHD shares with URSP Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, SCHD or URSP?
SCHD has an expense ratio of 0.06% while URSP 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 URSP?
Over the past year SCHD returned +30.94% vs +24.69% for URSP, so SCHD leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between SCHD and URSP?
SCHD and URSP share 44 common holdings with a 2.7% weight overlap. Combined, they hold 559 unique securities.
Which pays a higher dividend, SCHD or URSP?
SCHD yields 3.31% while URSP yields 0.93%, so SCHD currently pays the higher dividend yield.
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