HYXF vs SCHD
HYXF vs SCHD
iShares ESG Advanced High Yield Corporate Bond ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. HYXF offers more diversification with 517 holdings.
Side-by-Side Comparison
| Metric | HYXF | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.06% | |
| AUM | $194M | $103.7B | |
| Dividend Yield | 6.07% | 3.31% | |
| Holdings | 610 | 104 | |
| YTD Return | +1.30% | +23.31% | |
| 1Y Return | +4.33% | +30.42% | |
| 3Y Return (annualized) | +8.27% | +14.66% | |
| 5Y Return (annualized) | +3.45% | +9.59% | |
| Volatility (annualized) | 6.7% | 13.6% | |
| Max Drawdown | -19.1% | -33.4% | |
| Fund Family | iShares by BlackRock (US) | Charles Schwab Asset Management | |
| Category | Fixed Income | Equity | |
| Inception | Jun 14, 2016 | Oct 20, 2011 |
HYXF vs SCHD Performance
iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) is a ETF from iShares by BlackRock (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year HYXF returned +4.33% while SCHD returned +30.42%. Year to date, HYXF is up 1.30% versus a gain of 23.31% for SCHD.
Over three years, HYXF compounded at +8.27% per year against +14.66% for SCHD; over five years the annualized figures are +3.45% and +9.59% respectively. Across the full 10-year window we track, SCHD has the edge at +11.34% annualized vs +2.42%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 6.7% for HYXF. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -19.1% for HYXF and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.67. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
HYXF charges 0.35% per year while SCHD charges 0.06%. On a $10,000 position that is $35 vs $6 annually, a gap of $29 per year that compounds over a long holding period. On income, HYXF currently yields 6.07% against 3.31% for SCHD.
Holdings Overlap
HYXF and SCHD share 0 holdings out of 617 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, HYXF or SCHD?
HYXF has an expense ratio of 0.35% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $29 per year of difference.
Which performed better, HYXF or SCHD?
Over the past year HYXF returned +4.33% vs +30.42% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (10 years), HYXF annualized +2.42% vs +11.34% for SCHD. Past performance does not guarantee future results.
Which is riskier, HYXF or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 6.7% for HYXF. Worst drawdown: HYXF -19.1% vs SCHD -33.4%.
Should I hold both HYXF and SCHD?
HYXF and SCHD have a monthly-return correlation of 0.67, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HYXF and SCHD?
HYXF and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 617 unique securities.
Which pays a higher dividend, HYXF or SCHD?
HYXF yields 6.07% while SCHD yields 3.31%, so HYXF currently pays the higher dividend yield.
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