SCHD vs STXM
SCHD vs STXM
Schwab US Dividend Equity ETF vs Strive Mid Cap ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. STXM offers more diversification with 395 holdings.
Side-by-Side Comparison
| Metric | SCHD | STXM | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.18% | |
| AUM | $103.7B | $16M | |
| Dividend Yield | 3.31% | 1.04% | |
| Holdings | 104 | 407 | |
| YTD Return | +23.53% | +1.23% | |
| 1Y Return | +30.95% | +18.69% | |
| 3Y Return (annualized) | +14.72% | - | |
| 5Y Return (annualized) | +9.56% | - | |
| Volatility (annualized) | 13.6% | 14.6% | |
| Max Drawdown | -33.4% | -23.8% | |
| Fund Family | Charles Schwab Asset Management | Strive Asset Management | |
| Category | Equity | Equity | |
| Inception | Oct 20, 2011 | Apr 11, 2024 |
SCHD vs STXM Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Strive Mid Cap ETF (STXM) is a ETF from Strive Asset Management. Over the past year SCHD returned +30.95% while STXM returned +18.69%. Year to date, SCHD is up 23.53% versus a gain of 1.23% for STXM.
Risk: Volatility and Drawdowns
STXM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 13.6% 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 -33.4% for SCHD and -23.8% for STXM. 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 0.68. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SCHD charges 0.06% per year while STXM charges 0.18%. On a $10,000 position that is $6 vs $18 annually, a gap of $12 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 1.04% for STXM.
Holdings Overlap
SCHD and STXM share 10 holdings out of 485 unique holdings combined, representing a 2.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in SCHD | Weight in STXM | Difference |
|---|---|---|---|
| SNA | 0.54% | 0.48% | 0.06% |
| EWBC | 0.47% | 0.37% | 0.10% |
| FNF | 0.33% | 0.40% | 0.07% |
| DINO | Pro | Pro | Pro |
| APA | Pro | Pro | Pro |
| SWKS | Pro | Pro | Pro |
| AFG | Pro | Pro | Pro |
| ORI | Pro | Pro | Pro |
| CWEN | Pro | Pro | Pro |
| PAG | Pro | Pro | Pro |
See all 10 holdings SCHD shares with STXM 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 STXM?
SCHD has an expense ratio of 0.06% while STXM charges 0.18%. SCHD is the cheaper option. On a $10,000 investment, that is $12 per year of difference.
Which performed better, SCHD or STXM?
Over the past year SCHD returned +30.95% vs +18.69% for STXM, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), SCHD annualized +11.35% vs +8.46% for STXM. Past performance does not guarantee future results.
Which is riskier, SCHD or STXM?
STXM has been the more volatile fund at 14.6% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs STXM -23.8%.
Should I hold both SCHD and STXM?
SCHD and STXM have a monthly-return correlation of 0.68, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SCHD and STXM?
SCHD and STXM share 10 common holdings with a 2.5% weight overlap. Combined, they hold 485 unique securities.
Which pays a higher dividend, SCHD or STXM?
SCHD yields 3.31% while STXM yields 1.04%, so SCHD currently pays the higher dividend yield.
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