SCHD vs XIGV

Quick Verdict

SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: TiedMore Diversified: SCHD

Side-by-Side Comparison

MetricSCHDXIGVWinner
Expense Ratio0.06%0.65%
AUM$103.7B$906,242.07
Dividend Yield3.31%0.00%
Holdings10478
YTD Return+24.26%-4.38%
1Y Return+31.38%-
3Y Return (annualized)+15.08%-
5Y Return (annualized)+9.72%-
Volatility (annualized)13.6%-
Max Drawdown-33.4%-13.7%
Fund FamilyCharles Schwab Asset ManagementDefiance ETFs, LLC
CategoryEquityEquity
InceptionOct 20, 2011Jun 24, 2026

SCHD vs XIGV Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Defiance US 100 Tech Ex Software ETF (XIGV) is a ETF from Defiance ETFs, LLC. Year to date, SCHD is up 24.26% versus a loss of 4.38% for XIGV.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -33.4% for SCHD and -13.7% for XIGV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

SCHD charges 0.06% per year while XIGV charges 0.65%. On a $10,000 position that is $6 vs $65 annually, a gap of $59 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 0.00% for XIGV.

Holdings Overlap

6.5%overlap

SCHD and XIGV share 6 holdings out of 172 unique holdings combined, representing a 6.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SCHDWeight in XIGVDifference
AMGN4.25%1.37%2.88%
TXN3.70%1.73%1.97%
PEP3.72%1.28%2.44%
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CMCSAProProPro
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See all 6 holdings SCHD shares with XIGV
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Frequently Asked Questions

Which is cheaper, SCHD or XIGV?

SCHD has an expense ratio of 0.06% while XIGV charges 0.65%. SCHD is the cheaper option. On a $10,000 investment, that is $59 per year of difference.

What is the holdings overlap between SCHD and XIGV?

SCHD and XIGV share 6 common holdings with a 6.5% weight overlap. Combined, they hold 172 unique securities.

Which pays a higher dividend, SCHD or XIGV?

SCHD yields 3.31% while XIGV yields 0.00%, so SCHD currently pays the higher dividend yield.

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