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.
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 holdings
Top 10 Holdings (56.75% of Total Assets)
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
You may also want to check out the following DJD comparisons that investors often look for on Finny
- DJD vs SCHD
- DJD vs DIA
- DJD vs DLN
- DJD vs CDC
- DJD vs CFO
- DJD vs CFA
- DJD vs CSM
- DJD vs DUSA
- DJD vs CAPE
- DJD vs DEUS
- DJD vs DFND
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 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
- SCHX vs VOO
- SCHX vs SCHB
- SCHX vs SCHD
- SCHX vs SCHG
- SCHX vs IVV
- SCHX vs SWPPX
- SCHX vs VTI
- SCHX vs SPY
- SCHX vs DIA
- SCHX vs DLN
- SCHX vs CDC
- SCHX vs CFO
- SCHX vs CFA
- SCHX vs CSM
- SCHX vs DUSA
- SCHX vs CAPE
- SCHX vs DJD
- SCHX vs DEUS