SCHX vs SCHD

Both SCHD and SCHX are ETFs. SCHD has a higher expense ratio than SCHX (0.06% vs 0.03%). Below is the comparison between SCHD and SCHX.

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SCHD SCHX
Security Type ETF ETF
Category N/A N/A
Family Charles Schwab Charles Schwab
Net Assets N/A N/A
Expense Ratio 0.06% 0.03%
Management Style passive (index-based) passive (index-based)
Dividend Yield 3.41% 1.51%
Underlying Index Dow Jones U.S. Dividend 100 Index 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%

SCHD

SCHD description

Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF is an exchange traded fund launched and managed by Charles Schwab Investment Management, Inc. It invests in public equity markets of the United States. It invests in stocks of companies operating across energy, materials, industrials, consumer discretionary, consumer staples, health care, financials, information technology, communication services, utilities sectors. It invests in growth and value stocks of companies across diversified market capitalization. It invests in dividend paying stocks of companies. It seeks to track the performance of the Dow Jones U.S. Dividend 100 Index, by using full replication technique. Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF was formed on October 20, 2011 and is domiciled in the United States.

SCHD 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%
SCHD expense ratio is 0.06%.

SCHD holdings

Top 10 Holdings (46.27% of Total Assets)

Name Symbol % Assets
MSFT MSFT 5.08%
XOM XOM 4.87%
BA BA 4.86%
AUTLF AUTLF 4.57%
WMT WMT 4.55%
CQT CQT 4.54%
INTC INTC 4.53%
MRVGF MRVGF 4.47%
HD HD 4.41%
CVX CVX 4.38%

SCHD pros

The following are SCHD strengths from our perspective:

  • SCHD expense ratio is 0.06%, which is considered low. Nice job picking a low-cost fund.

SCHD cons

The following are SCHD weaknesses from our perspective:

  • SCHD net assets are $0.00 million. This fund is not a popular choice with retail investors.

Other relevant SCHD 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 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.