SCHA vs SPXU

Schwab US Small-Cap ETF vs ProShares UltraPro Short S&P500

Quick take
  • SCHA has the lower expense ratio at 0.03% vs 0.90% for SPXU.
  • SPXU pays a higher dividend yield (6.85%).

Side-by-side metrics

MetricSCHASPXU
Expense ratio
Annual fee. Lower is better.
0.03%0.90%
Dividend yield
Trailing 12-month yield.
0.99%6.85%
AUM
Assets under management — bigger funds are typically more liquid.
$24.16B$427M
YTD return
20.97%-23.50%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
1.21-2.75
P/E ratio
20.51
Last price
$35.16$36.42
Inception
Issuer
SchwabProShares

SCHA top holdings

Top holdings · SCHA
SNDKSanDisk Corp Ordinary Shares6.02%
LITELumentum Holdings Inc1.31%
RVMDRevolution Medicines Inc Ordinary Shares0.76%
MKSIMKS Inc0.56%
ATIATI Inc0.53%
STRLSterling Infrastructure Inc0.49%
MTSIMACOM Technology Solutions Holdings Inc0.48%
GHGuardant Health Inc0.40%
TTMITTM Technologies Inc0.38%
ONTOOnto Innovation Inc0.35%
Sector breakdown · SCHA
Real Estate6.2%
Consumer Cyclical9.6%
Basic Materials4.0%
Consumer Defensive2.2%
Technology23.2%
Communication Services2.7%
Financial Services15.0%
Utilities2.1%
Industrials15.5%
Energy4.0%
Healthcare15.4%

SPXU top holdings

Top holdings · SPXU
IQMMProShares GENIUS Money Market ETF78.53%

About SCHA

SCHA (Schwab US Small-Cap ETF) is US small-cap equities. Managed by Schwab, the fund carries $24.2B in assets under management, an expense ratio of 0.03%, a dividend yield of 0.99%. Its largest holding is SanDisk Corp Ordinary Shares (SNDK), which represents 6.0% of the portfolio. Real Estate is the fund's largest sector exposure at 6.2%.

About SPXU

SPXU (ProShares UltraPro Short S&P500) is 3x inverse daily performance of the S&P 500. Managed by ProShares, the fund carries $427M in assets under management, an expense ratio of 0.90%, a dividend yield of 6.85%. Its largest holding is ProShares GENIUS Money Market ETF (IQMM), which represents 78.5% of the portfolio.