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SCHK vs STXD

Schwab 1000 ETF vs Strive 1000 Dividend Growth ETF

SCHK

Schwab 1000 ETF

Annual cost

0.03%

Fund size

$5.7B

STXD

Strive 1000 Dividend Growth ETF

Annual cost

0.35%

Fund size

$66M

Key differences

Both SCHK and STXD are equity ETFs. SCHK charges 0.03% a year and STXD 0.35%. The main difference: SCHK costs 0.32% less per year.

  • SCHK costs 0.32% less per year.
  • SCHK is much larger than STXD. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, SCHK has delivered higher annualized returns.
  • SCHK has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCHKSTXD
Annual cost (TER)0.03%0.35%
Fund size (AUM)$5.7B$66M
Since20172022
Dividend yield1.00%1.21%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.7%+16.6%
CAGR 3Y+21.8%+15.5%
CAGR 5Y+12.8%N/A
Sharpe 3Y1.140.85
Volatility 1Y12.65%11.84%
Max drawdown-34.80%-14.87%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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