Both SCHD and SCHX are ETFs. SCHD has a lower 5-year return than SCHX (9.5% vs 9.74%). SCHD has a higher expense ratio than SCHX (0.06% vs 0.03%). Below is the comparison between SCHD and SCHX.
| SCHD | SCHX | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | 80 | 80 |
| Category | Large Value | Large Blend |
| 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 | 3.49% | 1.45% |
| Underlying Index | Dow Jones U.S. Dividend 100 Index | Dow Jones U.S. Large Cap Total Stock Market Index |
| YTD Return | -2.89% | 14.24% |
| 1-Year Return | 6.67% | 15.84% |
| 3-Year Return | 13.12% | 10.64% |
| 5-Year Return | 9.50% | 9.74% |
| 10-Year Return | 11.01% | 11.59% |
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 | -2.89% |
| 1-Month Return | -1.97% |
| 3-Month Return | 0.48% |
| 1-Year Return | 6.67% |
| 3-Year Return | 13.12% |
| 5-Year Return | 9.50% |
| 10-Year Return | 11.01% |
SCHD holdings
Top 10 Holdings (43.11% of Total Assets)
SCHD pros
The following are SCHD strengths from our perspective:
- SCHD 3-year return is 13.04%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
- SCHD 5-year return is 10.46%, which is in line with the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
- SCHD 10-year return is 11.52%, which is in line with the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.
- 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
You may also want to check out the following SCHD comparisons that investors often look for on Finny
- SCHD vs VYM
- SCHD vs VOO
- SCHD vs JEPI
- SCHD vs VIG
- SCHD vs SPY
- SCHD vs DGRO
- SCHD vs VTI
- SCHD vs SCHG
- SCHD vs DVY
- SCHD vs DHS
- SCHD vs DIV
- SCHD vs FDL
- SCHD vs FVD
- SCHD vs HDV
- SCHD vs PEY
- SCHD vs RDIV
- SCHD vs SDY
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 11.1%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
- SCHX 5-year return is 10.79%, which is higher than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
- SCHX 10-year return is 12.2%, 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 SCHG
- SCHX vs SCHD
- SCHX vs SWPPX
- SCHX vs SPY
- SCHX vs IVV
- SCHX vs VTI
- 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