Screener
UDI vs SCHD
USCF Dividend Income ETF vs Schwab U.S. Dividend Equity ETF
Key differences
Both UDI and SCHD are equity ETFs. UDI charges 0.65% a year and SCHD 0.06%. The main difference: UDI follows a active selection strategy; SCHD uses index tracking.
- UDI follows a active selection strategy; SCHD uses index tracking.
- 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
| UDI | SCHD | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.06% |
| Fund size (AUM) | $4M | $94.9B |
| Since | 2022 | 2011 |
| Dividend yield | 2.50% | 3.25% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +24.7% | +26.9% |
| CAGR 3Y | +17.3% | +15.3% |
| CAGR 5Y | N/A | +8.8% |
| Sharpe 3Y | 1.05 | 0.89 |
| Volatility 1Y | 10.29% | 10.93% |
| Max drawdown | -14.17% | -33.37% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.