SCHD vs. U-U.TO

Last updated Jun 13, 2026

SCHD (Schwab U.S. Dividend Equity ETF) is Dividend fund tracking the Dow Jones U.S. Dividend 100 Index, while U-U.TO (Sprott Physical Uranium Trust Fund) is a stock. Over the past 3 years, SCHD returned 14.90%/yr vs 9.68%/yr for U-U.TO. At a 0.24 correlation, their price movements are largely independent.

Performance

SCHD vs. U-U.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Schwab U.S. Dividend Equity ETF (SCHD) and Sprott Physical Uranium Trust Fund (U-U.TO). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

SCHD is traded in USD, while U-U.TO is traded in CAD. To make them comparable, the U-U.TO values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, SCHD achieves a 20.66% return, which is significantly higher than U-U.TO's -7.16% return.

SCHD

• 1D: 0.89%
• 1M: 3.37%
• YTD: 20.66%
• 6M: 19.57%
• 1Y: 26.16%
• 3Y*: 14.90%
• 5Y*: 8.75%
• 10Y*: 12.91%

U-U.TO

• 1D: -1.14%
• 1M: -8.64%
• YTD: -7.16%
• 6M: 1.40%
• 1Y: 5.77%
• 3Y*: 9.68%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

SCHD vs. U-U.TO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
SCHD Schwab U.S. Dividend Equity ETF	20.66%	4.34%	11.66%	4.54%	-3.26%	8.33%
U-U.TO Sprott Physical Uranium Trust Fund	-7.16%	18.18%	-25.16%	86.49%	-0.07%	17.76%

Correlation

The correlation between SCHD and U-U.TO is 0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.08
Correlation (3Y) Calculated over the trailing 3-year period	0.14
Correlation (All Time) Calculated using the full available price history since Jul 26, 2021	0.24

The correlation between SCHD and U-U.TO shifts across timeframes, from 0.08 (1 year) to 0.24 (all time), reflecting how their relationship changes across market environments.

Return for Risk

SCHD vs. U-U.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SCHD

SCHD Risk / Return Rank: 87
SCHD Sharpe Ratio Rank: 86
SCHD Sortino Ratio Rank: 90
SCHD Omega Ratio Rank: 83
SCHD Calmar Ratio Rank: 93
SCHD Martin Ratio Rank: 81

U-U.TO

U-U.TO Risk / Return Rank: 49
U-U.TO Sharpe Ratio Rank: 51
U-U.TO Sortino Ratio Rank: 46
U-U.TO Omega Ratio Rank: 45
U-U.TO Calmar Ratio Rank: 52
U-U.TO Martin Ratio Rank: 51

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SCHD vs. U-U.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. Dividend Equity ETF (SCHD) and Sprott Physical Uranium Trust Fund (U-U.TO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	SCHD	U-U.TO	Difference
Sharpe ratio: Return per unit of total volatility	2.41	0.16	+2.24
Sortino ratio: Return per unit of downside risk	3.72	0.48	+3.24
Omega ratio: Gain probability vs. loss probability	1.43	1.06	+0.37
Calmar ratio: Return relative to maximum drawdown	5.70	0.23	+5.47
Martin ratio: Return relative to average drawdown	13.97	0.46	+13.51

SCHD vs. U-U.TO - Sharpe Ratio Comparison

The current SCHD Sharpe Ratio is 2.41, which is higher than the U-U.TO Sharpe Ratio of 0.16. The chart below compares the historical Sharpe Ratios of SCHD and U-U.TO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

SCHD vs. U-U.TO - Drawdown Comparison

The maximum SCHD drawdown since its inception was -33.37%, smaller than the maximum U-U.TO drawdown of -51.83%. Use the drawdown chart below to compare losses from any high point for SCHD and U-U.TO.

Drawdown Indicators

	SCHD	U-U.TO	Difference
Max Drawdown Largest peak-to-trough decline	-33.37%	-51.83%	+18.46%
Max Drawdown (1Y) Largest decline over 1 year	-4.61%	-25.40%	+20.79%
Max Drawdown (3Y) Largest decline over 3 years	-16.13%	-51.83%	+35.70%
Max Drawdown (5Y) Largest decline over 5 years	-16.85%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-33.37%	—	—
Current Drawdown Current decline from peak	-0.03%	-29.49%	+29.46%
Average Drawdown Average peak-to-trough decline	-3.31%	-24.20%	+20.89%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.89%	12.69%	-10.80%

Volatility

SCHD vs. U-U.TO - Volatility Comparison

The current volatility for Schwab U.S. Dividend Equity ETF (SCHD) is 3.05%, while Sprott Physical Uranium Trust Fund (U-U.TO) has a volatility of 6.16%. This indicates that SCHD experiences smaller price fluctuations and is considered to be less risky than U-U.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SCHD	U-U.TO	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.05%	6.16%	-3.11%
Volatility (6M) Calculated over the trailing 6-month period	7.53%	25.78%	-18.25%
Volatility (1Y) Calculated over the trailing 1-year period	10.93%	35.47%	-24.54%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.38%	42.18%	-27.80%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.72%	42.18%	-25.46%

Dividends

SCHD vs. U-U.TO - Dividend Comparison

SCHD's dividend yield for the trailing twelve months is around 3.22%, while U-U.TO has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SCHD Schwab U.S. Dividend Equity ETF	3.22%	3.82%	3.64%	3.49%	3.39%	2.78%	3.16%	2.98%	3.06%	2.63%	2.89%	2.97%
U-U.TO Sprott Physical Uranium Trust Fund	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both SCHD and U-U.TO in my portfolio?

SCHD and U-U.TO have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.