Screener
SCHY vs UDI
Schwab International Dividend Equity ETF vs USCF Dividend Income ETF
Key differences
Both SCHY and UDI are equity ETFs. SCHY charges 0.08% a year and UDI 0.65%. The main difference: SCHY follows a index tracking strategy; UDI uses active selection.
- SCHY follows a index tracking strategy; UDI uses active selection.
- SCHY covers global markets excluding the US; UDI covers North America.
- SCHY costs 0.57% less per year.
- SCHY 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.
Side-by-side comparison
| SCHY | UDI | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.65% |
| Fund size (AUM) | $2.3B | $4M |
| Since | 2021 | 2022 |
| Dividend yield | 3.40% | 2.50% |
| Asset class | equity | equity |
| Region | global ex us | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +23.5% | +24.7% |
| CAGR 3Y | +16.2% | +17.3% |
| CAGR 5Y | +8.3% | N/A |
| Sharpe 3Y | 1.00 | 1.05 |
| Volatility 1Y | 12.07% | 10.29% |
| Max drawdown | -24.03% | -14.17% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.