ULTY vs. SCHD
Compare and contrast key facts about YieldMax Ultra Option Income Strategy ETF (ULTY) and Schwab US Dividend Equity ETF (SCHD).
ULTY and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ULTY is an actively managed fund by YieldMax. It was launched on Feb 28, 2024. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ULTY or SCHD.
Key characteristics
| ULTY | SCHD | |
|---|---|---|
| Daily Std Dev | 30.74% | 11.32% |
| Max Drawdown | -20.99% | -33.37% |
| Current Drawdown | -1.26% | 0.00% |
Correlation
The correlation between ULTY and SCHD is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
ULTY vs. SCHD - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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ULTY vs. SCHD - Expense Ratio Comparison
ULTY has a 1.14% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
ULTY vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for YieldMax Ultra Option Income Strategy ETF (ULTY) and Schwab US Dividend Equity ETF (SCHD). 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.
Not enough dataDividends
ULTY vs. SCHD - Dividend Comparison
ULTY's dividend yield for the trailing twelve months is around 79.54%, more than SCHD's 3.36% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ULTY YieldMax Ultra Option Income Strategy ETF | 79.54% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.36% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
ULTY vs. SCHD - Drawdown Comparison
The maximum ULTY drawdown since its inception was -20.99%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for ULTY and SCHD. For additional features, visit the drawdowns tool.
Volatility
ULTY vs. SCHD - Volatility Comparison
YieldMax Ultra Option Income Strategy ETF (ULTY) has a higher volatility of 6.64% compared to Schwab US Dividend Equity ETF (SCHD) at 3.57%. This indicates that ULTY's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.