IXN vs SCHD
IXN vs SCHD
iShares Global Tech ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. IXN delivered stronger 1-year returns. IXN offers more diversification with 128 holdings.
Side-by-Side Comparison
| Metric | IXN | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.39% | 0.06% | |
| AUM | $8.3B | $103.7B | |
| Dividend Yield | 0.76% | 3.31% | |
| Holdings | 145 | 104 | |
| YTD Return | +25.44% | +22.69% | |
| 1Y Return | +39.82% | +30.94% | |
| 3Y Return (annualized) | +28.78% | +14.20% | |
| 5Y Return (annualized) | +18.78% | +9.59% | |
| Volatility (annualized) | 20.9% | 13.7% | |
| Max Drawdown | -56.3% | -33.4% | |
| Fund Family | iShares by BlackRock (US) | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Nov 12, 2001 | Oct 20, 2011 |
IXN vs SCHD Performance
iShares Global Tech ETF (IXN) 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 IXN returned +39.82% while SCHD returned +30.94%. Year to date, IXN is up 25.44% versus a gain of 22.69% for SCHD.
Over three years, IXN compounded at +28.78% per year against +14.20% for SCHD; over five years the annualized figures are +18.78% and +9.59% respectively. Across the full 15-year window we track, IXN has the edge at +11.54% annualized vs +11.31%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IXN has been the more volatile fund, with annualized monthly volatility of 20.9% compared with 13.7% for SCHD. 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 -56.3% for IXN 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 0.60. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IXN charges 0.39% per year while SCHD charges 0.06%. On a $10,000 position that is $39 vs $6 annually, a gap of $33 per year that compounds over a long holding period. On income, IXN currently yields 0.76% against 3.31% for SCHD.
Holdings Overlap
IXN and SCHD share 4 holdings out of 224 unique holdings combined, representing a 2.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IXN | Weight in SCHD | Difference |
|---|---|---|---|
| TXN | 1.02% | 3.70% | 2.68% |
| QCOM | 0.72% | 2.72% | 2.00% |
| 2345:TW | 0.31% | 2.24% | 1.93% |
| SWKS | Pro | Pro | Pro |
See all 4 holdings IXN shares with SCHD Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, IXN or SCHD?
IXN has an expense ratio of 0.39% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $33 per year of difference.
Which performed better, IXN or SCHD?
Over the past year IXN returned +39.82% vs +30.94% for SCHD, so IXN leads on 1-year performance. Over the longest common window we track (15 years), IXN annualized +11.54% vs +11.31% for SCHD. Past performance does not guarantee future results.
Which is riskier, IXN or SCHD?
IXN has been the more volatile fund at 20.9% annualized versus 13.7% for SCHD. Worst drawdown: IXN -56.3% vs SCHD -33.4%.
Should I hold both IXN and SCHD?
IXN and SCHD have a monthly-return correlation of 0.60, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IXN and SCHD?
IXN and SCHD share 4 common holdings with a 2.1% weight overlap. Combined, they hold 224 unique securities.
Which pays a higher dividend, IXN or SCHD?
IXN yields 0.76% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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