SCHX vs DUSA

Both DUSA and SCHX are ETFs. DUSA has a higher expense ratio than SCHX (0.61% vs 0.03%). Below is the comparison between DUSA and SCHX.

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DUSA SCHX
Security Type ETF ETF
Finny Score N/A 80
Category Large Blend Large Blend
Family Davis Charles Schwab
Net Assets $371.80M N/A
Expense Ratio 0.61% 0.03%
Management Style passive (index-based) passive (index-based)
Dividend Yield 0.99% 1.45%
Underlying 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%

DUSA

DUSA description

Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF is an exchange traded fund launched and managed by Davis Selected Advisers LP. The fund is co-managed by Davis Selected Advisers - NY, Inc. The fund invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in value stocks of large-cap companies. The fund employs fundamental analysis to create its portfolio. It seeks to benchmark the performance of its portfolio against the S&P 500 Index. Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF was formed on January 11, 2017 and is domiciled in the United States.

DUSA 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
DUSA expense ratio is 0.61%.

DUSA holdings

Top 10 Holdings (63.99% of Total Assets)

Name Symbol % Assets
Berkshire Hathaway Inc Class B BRK.B 10.72%
Meta Platforms Inc Class A META 10.53%
Amazon.com Inc AMZN 8.47%
Capital One Financial Corp COF 7.71%
Wells Fargo & Co WFC 5.54%
Alphabet Inc Class C GOOG 4.73%
Viatris Inc VTRS 4.19%
Owens-Corning Inc OC 4.15%
Markel Group Inc MKL 4.02%
The Cigna Group CI 3.94%

DUSA pros

None that we could think of.

DUSA cons

The following are DUSA weaknesses from our perspective:

  • DUSA net assets are $371.80 million. This fund is not a popular choice with retail investors.
  • DUSA expense ratio is 0.61%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant DUSA 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.