SCHX vs SPXU

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

Quick take
  • SCHX has the lower expense ratio at 0.03% vs 0.90% for SPXU.
  • SPXU pays a higher dividend yield (6.87%).

Side-by-side metrics

MetricSCHXSPXU
Expense ratio
Annual fee. Lower is better.
0.03%0.90%
Dividend yield
Trailing 12-month yield.
1.06%6.87%
AUM
Assets under management — bigger funds are typically more liquid.
$68.25B$562M
YTD return
7.66%-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.
1.02-2.75
P/E ratio
27.24
Last price
$28.79$39.97
Inception
Issuer
SchwabProShares

SCHX top holdings

Top holdings · SCHX
NVDANVIDIA Corp7.89%
AAPLApple Inc6.16%
MSFTMicrosoft Corp4.89%
AMZNAmazon.com Inc3.99%
GOOGLAlphabet Inc Class A3.16%
AVGOBroadcom Inc2.99%
GOOGAlphabet Inc Class C2.52%
METAMeta Platforms Inc Class A2.27%
TSLATesla Inc1.63%
BRK-BBerkshire Hathaway Inc Class B1.35%
Sector breakdown · SCHX
Real Estate2.1%
Consumer Cyclical10.1%
Basic Materials1.9%
Consumer Defensive4.8%
Technology35.4%
Communication Services10.6%
Financial Services11.9%
Utilities2.3%
Industrials8.9%
Energy3.6%
Healthcare8.6%

SPXU top holdings

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

About SCHX

SCHX (Schwab US Large-Cap ETF) is Low-cost US large-cap exposure. Managed by Schwab, the fund carries $68.2B in assets under management, an expense ratio of 0.03%, a dividend yield of 1.06%. Its largest holding is NVIDIA Corp (NVDA), which represents 7.9% of the portfolio. Real Estate is the fund's largest sector exposure at 2.1%.

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.