SCHA vs SPXU

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

Quick take
  • SCHA has the lower expense ratio at 0.04% vs 0.90% for SPXU.
  • SPXU pays a higher dividend yield (6.87%).

Side-by-side metrics

MetricSCHASPXU
Expense ratio
Annual fee. Lower is better.
0.04%0.90%
Dividend yield
Trailing 12-month yield.
1.05%6.87%
AUM
Assets under management — bigger funds are typically more liquid.
$22.11B$562M
YTD return
17.89%-19.75%
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.
1.27-2.75
P/E ratio
19.61
Last price
$33.03$39.97
Inception
Issuer
SchwabProShares

SCHA top holdings

Top holdings · SCHA
SNDKSanDisk Corp Ordinary Shares3.52%
LITELumentum Holdings Inc1.37%
RVMDRevolution Medicines Inc Ordinary Shares0.62%
ATIATI Inc0.45%
CDECoeur Mining Inc0.40%
MKSIMKS Inc0.40%
MTSIMACOM Technology Solutions Holdings Inc0.39%
NXTNextpower Inc Class A0.38%
SATSEchoStar Corp Class A0.36%
MLIMueller Industries Inc0.33%
Sector breakdown · SCHA
Real Estate6.5%
Consumer Cyclical10.2%
Basic Materials4.5%
Consumer Defensive2.7%
Technology20.1%
Communication Services3.0%
Financial Services15.9%
Utilities2.4%
Industrials15.7%
Energy5.2%
Healthcare14.0%

SPXU top holdings

Top holdings · SPXU
IQMMProShares GENIUS Money Market ETF68.61%

About SCHA

SCHA (Schwab US Small-Cap ETF) is US small-cap equities. Managed by Schwab, the fund carries $22.1B in assets under management, an expense ratio of 0.04%, a dividend yield of 1.05%. Its largest holding is SanDisk Corp Ordinary Shares (SNDK), which represents 3.5% of the portfolio. Real Estate is the fund's largest sector exposure at 6.5%.

About SPXU

SPXU (ProShares UltraPro Short S&P500) is 3x inverse daily performance of the S&P 500. Managed by ProShares, the fund carries $562M in assets under management, an expense ratio of 0.90%, a dividend yield of 6.87%. Its largest holding is ProShares GENIUS Money Market ETF (IQMM), which represents 68.6% of the portfolio.