SCHX vs CDC

Both CDC and SCHX are ETFs. Below is the comparison between CDC and SCHX.

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CDC SCHX
Security Type ETF ETF
Finny Score N/A 80
Category N/A Large Blend
Family Victory Capital Management Charles Schwab
Net Assets $1.38B N/A
Expense Ratio N/A 0.03%
Management Style passive (index-based) passive (index-based)
Dividend Yield N/A 1.45%
Underlying Index CEMP U.S. Large Cap High Dividend 100 Long/Cash Volatility Weighted Index Dow Jones U.S. Large Cap Total Stock Market Index
YTD Return N/A 14.24%
1-Year Return N/A 15.84%
3-Year Return N/A 10.64%
5-Year Return N/A 9.74%
10-Year Return N/A 11.59%

CDC

CDC description

Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF is an exchange traded fund launched and managed by Victory Capital Management Inc. It invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in less volatile stocks of large-cap companies. The fund invests in dividend paying stocks of companies. The fund seeks to track the performance of the Nasdaq Victory US Large Cap High Dividend 100 Long/Cash Volatility Weighted Index, by using full replication technique. Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF was formed on July 1, 2014 and is domiciled in the United States.

CDC performance & returns
YTD Return N/A
1-Month Return N/A
3-Month Return N/A
1-Year Return N/A
3-Year Return N/A
5-Year Return N/A
10-Year Return N/A
CDC expense ratio is N/A.

CDC holdings

Top 10 Holdings (76.80% of Total Assets)

Name Symbol % Assets
Federated Hermes Treasury Obl IS TOIXX 73.58%
Johnson & Johnson JNJ 0.52%
Coca-Cola Co KO 0.45%
Kimberly-Clark Corp KMB 0.41%
Kellogg Co K 0.37%
International Business Machines Corp IBM 0.37%
CME Group Inc Class A CME 0.37%
Southern Co SO 0.36%
Amgen Inc AMGN 0.36%

CDC pros

None that we could think of.

CDC cons

None that we could think of.

Other relevant CDC comparisons

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SCHX

SCHX description

Schwab Strategic Trust - Schwab U.S. Large-Cap ETF is an exchange traded fund launched and managed by Charles Schwab Investment Management, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of large-cap companies. It seeks to track the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index, by using full replication technique. Schwab Strategic Trust - Schwab U.S. Large-Cap ETF was formed on November 3, 2009 and is domiciled in the United States.

SCHX performance & returns
YTD Return 14.24%
1-Month Return -1.37%
3-Month Return -0.35%
1-Year Return 15.84%
3-Year Return 10.64%
5-Year Return 9.74%
10-Year Return 11.59%
SCHX expense ratio is 0.03%.

SCHX holdings

Top 10 Holdings (28.65% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 6.85%
Microsoft Corp MSFT 6.01%
Amazon.com Inc AMZN 3.04%
NVIDIA Corp NVDA 3.01%
Alphabet Inc Class A GOOGL 1.99%
Alphabet Inc Class C GOOG 1.73%
Tesla Inc TSLA 1.71%
Meta Platforms Inc Class A META 1.61%
Berkshire Hathaway Inc Class B BRK.B 1.58%
Exxon Mobil Corp XOM 1.11%

SCHX pros

The following are SCHX strengths from our perspective:

  • SCHX 3-year return is 10.64%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
  • SCHX 5-year return is 9.74%, which is in line with the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
  • SCHX 10-year return is 11.59%, which is in line with the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.
  • SCHX expense ratio is 0.03%, which is considered low. Nice job picking a low-cost fund.

SCHX cons

The following are SCHX weaknesses from our perspective:

  • SCHX net assets are $0.00 million. This fund is not a popular choice with retail investors.

Other relevant SCHX comparisons

You may also want to check out the following SCHX comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.