Compare · 2 funds side by side · dividends reinvested

UBT and SCHD

UBTProShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

UBT and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.1

ProShares - Ultra 20+ Year TreasuryLeveraged · 2x0.98%3.25%−9.1%−13.9%+0.2%−20.8%−25.7%19.4%$68M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: UBT 2010 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Ultra 20+ Year Treasury · $68M$3,107

UBT

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

UBTMeasureSCHD

−9.1%Year to dateJan 1 → Nov 4+35.3%

−13.9%1 yearTotal return+41.6%

+0.2%3 years · per year$10,000 became $10,055 · $17,908+21.4%

−20.8%5 years · per year$10,000 became $3,107 · $16,881+11.0%

0.98%Expense ratio$98 · $6 a year on $10k · lower is better0.06%

3.25%Trailing 12-mo yield$325 · $291 a year on $10k2.91%

−25.7%Worst dropSmaller is better−6.9%

19.4%VolatilityLower is calmer11.5%

UBTSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side

1–7SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

UBT vs SCHD: Top 5 Holdings

Today

UBT

96.1%in top 5

SCHD

in top 521.6%

UBTStockSCHD

96.1%IQMMnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

UBT vs SCHD Returns, Every Period

ProSharesUBT

−20.8%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

UBTSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Leveraged vs Income: UBT vs SCHD

YTD

ProSharesUBT

−9.1%

SCHDSchwab

+35.3%

−9.1%Year to date+35.3%

−25.7%Worst drop · 1Y−6.9%

19.4%Volatility · 1Y11.5%

3.3%Yield2.9%

$68.3MAssets$123B

3–1SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: UBT, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

UBT0.98%$98

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: UBT, SCHD

3.25%highest, UBT

FundTrailing yieldYield$10k

UBT3.25%$325

SCHD2.91%$291

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

UBT$325 − $98 = $227

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: UBT, SCHD

Today

0.0%most shared, UBT and SCHD

UBTSCHD

UBT—0.0%

SCHD0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

UBTWorst drop−25.7%19.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

UBTSCHD

−9.1%Year to date+35.3%

3.3%Yield2.9%

−13.9%Past year+41.6%

0.98%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026