SCHD vs STXD
SCHD vs STXD
Schwab US Dividend Equity ETF vs Strive 1000 Dividend Growth ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | SCHD | STXD | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.35% | |
| AUM | $103.7B | $64M | |
| Dividend Yield | 3.31% | 1.21% | |
| Holdings | 104 | 181 | |
| YTD Return | +24.26% | +11.15% | |
| 1Y Return | +31.38% | +19.28% | |
| 3Y Return (annualized) | +15.08% | +15.86% | |
| 5Y Return (annualized) | +9.72% | - | |
| Volatility (annualized) | 13.6% | 10.9% | |
| Max Drawdown | -33.4% | -14.9% | |
| Fund Family | Charles Schwab Asset Management | Strive Asset Management | |
| Category | Equity | Equity | |
| Inception | Oct 20, 2011 | Nov 10, 2022 |
SCHD vs STXD Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Strive 1000 Dividend Growth ETF (STXD) is a ETF from Strive Asset Management. Over the past year SCHD returned +31.38% while STXD returned +19.28%. Year to date, SCHD is up 24.26% versus a gain of 11.15% for STXD.
Over three years, SCHD compounded at +15.08% per year against +15.86% for STXD. Across the full 4-year window we track, STXD has the edge at +15.12% annualized vs +11.39%. 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 10.9% for STXD. 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 -33.4% for SCHD and -14.9% for STXD. 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
SCHD charges 0.06% per year while STXD charges 0.35%. On a $10,000 position that is $6 vs $35 annually, a gap of $29 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 1.21% for STXD.
Holdings Overlap
SCHD and STXD share 4 holdings out of 118 unique holdings combined, representing a 3.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in SCHD | Weight in STXD | Difference |
|---|---|---|---|
| ABT | 4.49% | 1.09% | 3.40% |
| AMGN | 4.25% | 1.32% | 2.93% |
| ADP | 2.54% | 0.66% | 1.88% |
| BAH | Pro | Pro | Pro |
See all 4 holdings SCHD shares with STXD 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, SCHD or STXD?
SCHD has an expense ratio of 0.06% while STXD charges 0.35%. SCHD is the cheaper option. On a $10,000 investment, that is $29 per year of difference.
Which performed better, SCHD or STXD?
Over the past year SCHD returned +31.38% vs +19.28% for STXD, so SCHD leads on 1-year performance. Over the longest common window we track (4 years), SCHD annualized +11.39% vs +15.12% for STXD. Past performance does not guarantee future results.
Which is riskier, SCHD or STXD?
SCHD has been the more volatile fund at 13.6% annualized versus 10.9% for STXD. Worst drawdown: SCHD -33.4% vs STXD -14.9%.
Should I hold both SCHD and STXD?
SCHD and STXD 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 SCHD and STXD?
SCHD and STXD share 4 common holdings with a 3.1% weight overlap. Combined, they hold 118 unique securities.
Which pays a higher dividend, SCHD or STXD?
SCHD yields 3.31% while STXD yields 1.21%, so SCHD currently pays the higher dividend yield.
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