CHPS vs SCHD

Quick Verdict

SCHD has a lower expense ratio. CHPS delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: CHPSMore Diversified: SCHD

Side-by-Side Comparison

MetricCHPSSCHDWinner
Expense Ratio0.15%0.06%
AUM$103M$103.7B
Dividend Yield0.31%3.31%
Holdings53104
YTD Return+72.92%+24.26%
1Y Return+150.59%+31.38%
3Y Return (annualized)+52.58%+15.08%
5Y Return (annualized)-+9.72%
Volatility (annualized)39.9%13.6%
Max Drawdown-39.4%-33.4%
Fund FamilyXtrackers ETFsCharles Schwab Asset Management
CategoryEquityEquity
InceptionJul 13, 2023Oct 20, 2011

CHPS vs SCHD Performance

Xtrackers Semiconductor Select Equity ETF (CHPS) is a ETF from Xtrackers ETFs and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year CHPS returned +150.59% while SCHD returned +31.38%. Year to date, CHPS is up 72.92% versus a gain of 24.26% for SCHD.

Over three years, CHPS compounded at +52.58% per year against +15.08% for SCHD. Across the full 3-year window we track, CHPS has the edge at +49.20% annualized vs +11.39%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

CHPS has been the more volatile fund, with annualized monthly volatility of 39.9% 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 -39.4% for CHPS and -33.4% for SCHD. 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 0.26. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CHPS charges 0.15% per year while SCHD charges 0.06%. On a $10,000 position that is $15 vs $6 annually, a gap of $9 per year that compounds over a long holding period. On income, CHPS currently yields 0.31% against 3.31% for SCHD.

Holdings Overlap

6.4%overlap

CHPS and SCHD share 2 holdings out of 149 unique holdings combined, representing a 6.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in CHPSWeight in SCHDDifference
TXN4.12%3.70%0.42%
QCOM3.56%2.72%0.84%

Frequently Asked Questions

Which is cheaper, CHPS or SCHD?

CHPS has an expense ratio of 0.15% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $9 per year of difference.

Which performed better, CHPS or SCHD?

Over the past year CHPS returned +150.59% vs +31.38% for SCHD, so CHPS leads on 1-year performance. Over the longest common window we track (3 years), CHPS annualized +49.20% vs +11.39% for SCHD. Past performance does not guarantee future results.

Which is riskier, CHPS or SCHD?

CHPS has been the more volatile fund at 39.9% annualized versus 13.6% for SCHD. Worst drawdown: CHPS -39.4% vs SCHD -33.4%.

Should I hold both CHPS and SCHD?

CHPS and SCHD have a monthly-return correlation of 0.26, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CHPS and SCHD?

CHPS and SCHD share 2 common holdings with a 6.4% weight overlap. Combined, they hold 149 unique securities.

Which pays a higher dividend, CHPS or SCHD?

CHPS yields 0.31% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.

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