SCHX vs DTN

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

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DTN SCHX
Security Type ETF ETF
Category Large Value N/A
Family WisdomTree Charles Schwab
Net Assets $151.69M N/A
Expense Ratio 0.07% 0.03%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.68% 1.51%
Underlying Index WisdomTree Dividend ex-Financials Index Dow Jones U.S. Large Cap Total Stock Market Index
YTD Return 19.50% 0.00%
1-Year Return 31.24% 0.00%
3-Year Return 6.60% 0.00%
5-Year Return 8.41% 0.00%
10-Year Return 11.04% 0.00%

DTN

DTN description

The Fund seeks to provide investors with as high a level of current income exempt as is consistent with the preservation of capital and the maintenance of liquidity.

DTN performance & returns

YTD Return 19.50%
1-Month Return 1.80%
3-Month Return 0.31%
1-Year Return 31.24%
3-Year Return 6.60%
5-Year Return 8.41%
10-Year Return 11.04%
DTN expense ratio is 0.07%.

DTN holdings

Top 10 Holdings (21.49% of Total Assets)

Name Symbol % Assets
Altria Group Inc MO 3.75%
Lumen Technologies Inc Ordinary Shares LUMN 2.86%
Philip Morris International Inc PM 2.85%
Iron Mountain Inc IRM 2.22%
FirstEnergy Corp FE 1.86%
The Interpublic Group of Companies Inc IPG 1.76%
Gaming and Leisure Properties Inc GLPI 1.57%
AT&T Inc T 1.56%
Nucor Corp NUE 1.54%
Dow Inc DOW 1.52%

DTN pros

The following are DTN strengths from our perspective:

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

DTN cons

The following are DTN weaknesses from our perspective:

  • DTN net assets are $151.69 million. This fund is not a popular choice with retail investors.
  • DTN 3-year return is 6.6%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
  • DTN 5-year return is 8.41%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
  • DTN 10-year return is 11.04%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.

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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.