SCHX vs DIA

Both DIA and SCHX are ETFs. DIA has a higher expense ratio than SCHX (0.16% vs 0.03%). Below is the comparison between DIA and SCHX.

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DIA SCHX
Security Type ETF ETF
Category N/A N/A
Family State Street Global Advisors Charles Schwab
Net Assets $29.49B N/A
Expense Ratio 0.16% 0.03%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.00% 1.51%
Underlying Index Dow Jones Industrial Average Dow Jones U.S. Large Cap Total Stock Market Index
YTD Return 0.00% 0.00%
1-Year Return 0.00% 0.00%
3-Year Return 0.00% 0.00%
5-Year Return 0.00% 0.00%
10-Year Return 0.00% 0.00%

DIA

DIA description

SPDR Dow Jones Industrial Average ETF Trust is an exchange traded fund launched and managed by State Street Global Advisors, Inc. It invests in public equity markets of the United States. It invests in stocks of companies operating across energy, real estate, materials, industrials, capital goods, commercial and professional services, consumer discretionary, consumer staples, health care, financials, information technology, communication services sectors. The fund invests in growth and value stocks of large-cap companies. The fund seeks to track the performance of the Dow Jones Industrial Average, by using full replication technique. SPDR Dow Jones Industrial Average ETF Trust was formed on January 13, 1998 and is domiciled in the United States.

DIA performance & returns

YTD Return 0.00%
1-Month Return 0.00%
3-Month Return 0.00%
1-Year Return 0.00%
3-Year Return 0.00%
5-Year Return 0.00%
10-Year Return 0.00%
DIA expense ratio is 0.16%.

DIA holdings

Top 10 Holdings (63.91% of Total Assets)

Name Symbol % Assets
UNH UNH 7.41%
EVSRF EVSRF 7.31%
UNH UNH 7.31%
GS GS 6.51%
RMSYF RMSYF 6.40%
HD HD 6.08%
GS GS 5.95%
HD HD 5.94%
AOG AOG 5.72%
AMGN AMGN 5.29%

DIA pros

The following are DIA strengths from our perspective:

  • DIA 15-year return is 7.88%, which is in line with the 15-year return of the benchmark index (S&P 500 TR USD), 8.17%.
  • DIA expense ratio is 0.16%, which is considered low. Nice job picking a low-cost fund.

DIA cons

None that we could think of.

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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 0.00%
1-Month Return 0.00%
3-Month Return 0.00%
1-Year Return 0.00%
3-Year Return 0.00%
5-Year Return 0.00%
10-Year Return 0.00%
SCHX expense ratio is 0.03%.

SCHX holdings

Top 10 Holdings (24.92% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 5.37%
Microsoft Corp MSFT 5.10%
Amazon.com Inc AMZN 3.69%
Facebook Inc A FB 2.08%
Alphabet Inc A GOOGL 1.84%
Alphabet Inc Class C GOOG 1.78%
Berkshire Hathaway Inc Class B BRK.B 1.32%
Tesla Inc TSLA 1.31%
NVIDIA Corp NVDA 1.25%
JPMorgan Chase & Co JPM 1.18%

SCHX pros

The following are SCHX strengths from our perspective:

  • 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.