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SCHD vs SCHX

Schwab U.S. Dividend Equity ETF vs Schwab U.S. Large-Cap ETF

SCHD

Schwab U.S. Dividend Equity ETF

Schwab ETFs

Annual cost

0.06%

Fund size

$91.1B

SCHX

Schwab U.S. Large-Cap ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$68.2B

Key differences

  • Over the last 3 years, SCHX has delivered higher annualized returns.

Side-by-side comparison

SCHDSCHX
Annual cost (TER)0.06%0.03%
Fund size (AUM)$91.1B$68.2B
Since20112009
Dividend yield3.29%1.06%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+31.1%+28.6%
CAGR 3Y+16.2%+23.2%
CAGR 5Y+8.7%+13.4%
Sharpe 3Y0.951.23
Volatility 1Y11.01%12.16%
Max drawdown-33.37%-34.33%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SCHD and SCHX