SCHX vs DJD

Both DJD and SCHX are ETFs. DJD has a higher expense ratio than SCHX (0.07% vs 0.03%). Below is the comparison between DJD and SCHX.

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DJD SCHX
Security Type ETF ETF
Finny Score N/A 80
Category Large Value Large Blend
Family Guggenheim Charles Schwab
Net Assets $266.40M N/A
Expense Ratio 0.07% 0.03%
Management Style passive (index-based) passive (index-based)
Dividend Yield 3.45% 1.45%
Underlying Index Dow Jones Industrial Average Yield 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%

DJD

DJD description

Invesco Exchange-Traded Fund Trust - Invesco Dow Jones Industrial Average Dividend ETF is an exchange traded fund launched and managed by Invesco Capital Management LLC. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across communication services, consumer discretionary, consumer staples, financials, health care, information technology, energy, industrials, capital goods, commercial and professional services, real estate and materials sectors. It invests in growth and value stocks of large-cap companies. It invests in dividend paying stocks of companies. The fund seeks to track the performance of the Dow Jones Industrial Average Yield Weighted, by using full replication technique. Invesco Exchange-Traded Fund Trust - Invesco Dow Jones Industrial Average Dividend ETF was formed on December 16, 2015 and is domiciled in the United States.

DJD 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
DJD expense ratio is 0.07%.

DJD holdings

Top 10 Holdings (56.75% of Total Assets)

Name Symbol % Assets
Verizon Communications Inc VZ 8.05%
International Business Machines Corp IBM 7.50%
3M Co MMM 7.17%
Dow Inc DOW 6.22%
Amgen Inc AMGN 5.20%
Walgreens Boots Alliance Inc WBA 5.16%
Cisco Systems Inc CSCO 4.75%
Chevron Corp CVX 4.74%
The Home Depot Inc HD 4.06%
Coca-Cola Co KO 3.90%

DJD pros

The following are DJD strengths from our perspective:

  • DJD expense ratio is 0.07%, which is considered low. Nice job picking a low-cost fund.

DJD cons

The following are DJD weaknesses from our perspective:

  • DJD net assets are $266.40 million. This fund is not a popular choice with retail investors.

Other relevant DJD comparisons

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Or use Finny's Comparison Tool to create a comparison you'd like to see.

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.