SCHD vs ULTY — stock comparison tool

SCHD currently yields 3.04% TTM versus ULTY at 98.01%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

SCHDULTY
Performance Comparison
Total return with dividends reinvested (DRIP) from a $10,000 start — price + income.
SCHD
ULTY

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-21 to 2026-10-21. Legend ordered low → high.

Chart metrics: Total Return (%) · Price Return (%) · Portfolio Value ($) · Stock Price · Dividends (Annual) · Dividend Growth (%). Market Cap history is not available yet.

Calendar-year total returns

Side-by-side yearly performance for each ticker (adjusted close ≈ total return)

SCHD Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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ULTY Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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Best Total Return

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No data

Highest Dividend Income

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Best Avg Annual Return

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DRIP Simulation Summary
$10,000 initial investment with DRIP (live)
TickerPeriodStart $End $DividendsStart PriceEnd PriceSharesReturn %
Current Data Comparison
Live fundamental metrics and analyst data
Metric
SCHD$34.69
—

Schwab U.S. Dividend Equity ETF

ULTY$23.72
—

YieldMax Ultra Option Income Strategy ETF

Dividend Information

Dividend Yield
3.04%
98.01%
Annual Dividend
$1.05
$23.25
Dividend Growth (5yr)
-
-
Years of Growth
13
0
ETF holdings & allocation
Side-by-side composition for each ETF in this comparison.

SCHD

102 holdings
Consumer Defensive20.07%
Healthcare19.33%
Technology15.98%
Energy15.35%
Financial Services9.18%
Industrials7.31%
Consumer Cyclical6.73%
Communication Services5.95%
Utilities0.09%
Cash & Others0.01%

Top 10 holdings

NameWeight
TXNTEXAS INSTRUMENT4.40%
PGPROCTER & GAMBLE4.34%
CVXCHEVRON4.31%
KOCOCA-COLA4.30%
COPCONOCOPHILLIPS4.30%
QCOMQUALCOMM4.15%
UNHUNITEDHEALTH GROUP4.14%
HDHOME DEPOT3.95%
AMGNAMGEN INC3.90%
PEPPEPSICO3.86%
Top 1041.65%

ULTY

112 holdings
Technology48.89%
Industrials14.76%
Basic Materials8.30%
Consumer Cyclical8.01%
Financial Services7.24%
Communication Services7.11%
Healthcare3.43%
Energy2.26%
Cash & Others0.30%
Consumer Defensive0.01%

Top 10 holdings

NameWeight
GOOGLAlphabet Inc4.76%
ADIAnalog Devices Inc4.74%
SHOPShopify Inc4.57%
PLTRPalantir Technologies Inc4.48%
SPCXSpace Exploration Technologies Corp4.39%
MELIMercadoLibre Inc4.33%
BABAAlibaba Group Holding Ltd4.29%
LRCXLam Research Corp4.23%
AMZNAmazon.com Inc4.08%
GDXVanEck Gold Miners ETF/USA4.06%
Top 1043.93%

Overlap & differences

Ticker overlap by weight, sector tilts, and where one fund is overweight. Open full tool

99030
SCHDSharedULTY

Overlap by weight

0%

Share of portfolio weight that appears in both funds.

# overlapping holdings

0

SCHD: 0% also in ULTYULTY: 0% also in SCHD

SCHD: showing top 100 holdings by weight (of 102) · ULTY: showing top 30 holdings by weight (of 112). Overlap counts use this top slice, not the full fund book.

Sector drift (SCHD vs ULTY)

Left = heavier in SCHD. Right = heavier in ULTY.

SCHD overweight (left)ULTY overweight (right)
0 shown

Overlapping tickers

No matching tickers.

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SCHD vs ULTY Dividend Comparison | DRIP Tool | Dividend Wealth