Screener
SCHD vs UDI
Schwab U.S. Dividend Equity ETF vs USCF Dividend Income ETF
Key differences
Both SCHD and UDI are equity ETFs. SCHD charges 0.06% a year and UDI 0.65%. The main difference: SCHD follows a index tracking strategy; UDI uses active selection.
- SCHD follows a index tracking strategy; UDI uses active selection.
- SCHD costs 0.59% less per year.
- SCHD is much larger than UDI. Larger funds are usually more liquid and less likely to close.
- Over the last three years, UDI has delivered higher annualized returns.
- SCHD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SCHD | UDI | |
|---|---|---|
| Annual cost (TER) | 0.06% | 0.65% |
| Fund size (AUM) | $94.9B | $4M |
| Since | 2011 | 2022 |
| Dividend yield | 3.25% | 2.50% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +25.7% | +22.4% |
| CAGR 3Y | +15.2% | +17.1% |
| CAGR 5Y | +8.4% | N/A |
| Sharpe 3Y | 0.88 | 1.03 |
| Volatility 1Y | 10.93% | 10.23% |
| Max drawdown | -33.37% | -14.17% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.