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