AIX vs SCHD
Defiance US 100 Tech AI Moat ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | AIX | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.06% | |
| AUM | $239,822.51 | $108.7B | |
| Dividend Yield | 0.00% | 3.13% | |
| Holdings | 33 | 104 | |
| YTD Return | -5.50% | +28.70% | |
| 1Y Return | - | +31.07% | |
| 3Y Return (annualized) | - | +16.88% | |
| 5Y Return (annualized) | - | +10.20% | |
| Volatility (annualized) | - | 13.7% | |
| Max Drawdown | -16.4% | -33.4% | |
| Fund Family | Defiance ETFs, LLC | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jun 24, 2026 | Oct 20, 2011 |
AIX vs SCHD Performance
Defiance US 100 Tech AI Moat ETF (AIX) is a ETF from Defiance ETFs, LLC and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, AIX is down 5.50% versus a gain of 28.70% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -16.4% for AIX and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
AIX charges 0.65% per year while SCHD charges 0.06%. On a $10,000 position that is $65 vs $6 annually, a gap of $59 per year that compounds over a long holding period. On income, AIX currently yields 0.00% against 3.13% for SCHD.
Holdings Overlap
AIX and SCHD share 3 holdings out of 128 unique holdings combined, representing a 7.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AIX or SCHD?
AIX has an expense ratio of 0.65% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $59 per year of difference.
What is the holdings overlap between AIX and SCHD?
AIX and SCHD share 3 common holdings with a 7.8% weight overlap. Combined, they hold 128 unique securities.
Which pays a higher dividend, AIX or SCHD?
AIX yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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