CHPX vs SCHD

CHPX vs SCHD

Which is better, CHPX or SCHD?

Large Cap Growth against Large Cap Value.

SCHD has a lower expense ratio. CHPX led over 1Y. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 69.8%.

Lower Fees: SCHDHigher Returns (1Y): CHPXLess Concentrated: SCHD

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricCHPXSCHD
Expense Ratio0.50%0.06%Best
AUM$118M$112.1B
Dividend Yield0.04%3.00%
Holdings40103
YTD Return+80.28%Best+23.60%
1Y Return+99.11%Best+28.29%
3Y Return (annualized)-+16.25%
5Y Return (annualized)-+10.25%
Top 10 Weight69.8%41.8%Best
Fund FamilyGlobal X by mirae AssetCharles Schwab Asset Management
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Value
InceptionSep 30, 2025Oct 20, 2011

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

CHPX vs SCHD growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

CHPX vs SCHD Performance

Global X AI Semiconductor & Quantum ETF (CHPX) is an ETF from Global X by mirae Asset and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year CHPX returned +99.11% while SCHD returned +28.29%. Year to date, CHPX is up 80.28% versus a gain of 23.60% for SCHD.

Past performance does not guarantee future results.

Fees and Cost Over Time

CHPX charges 0.50% per year while SCHD charges 0.06%. On a $10,000 position that is $50 vs $6 annually, a gap of $44 per year that compounds over a long holding period. On income, CHPX currently yields 0.04% against 3.00% for SCHD.

Holdings Overlap

CHPX already in SCHD3.3%
SCHD already in CHPX2.5%

3.3% of CHPX's money is in holdings SCHD also owns. 2.5% of SCHD's money is in holdings CHPX also owns.

CHPX and SCHD share little of their money.

1 positions in common, counted across the 38 positions we hold weights for in CHPX and 100 in SCHD, against full books of 40 and 103.

What only one of them owns

Our book lists 98 positions for SCHD that do not appear in our book for CHPX (97.4% of the fund), and 24 for CHPX that do not appear in SCHD (68.4%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in CHPXWeight in SCHDDifference
QCOMQualcomm Inc.3.25%2.52%0.73%

You are not choosing between two funds in isolation.

Whichever of CHPX and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

CHPXSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CHPX or SCHD?

CHPX has an expense ratio of 0.50% while SCHD charges 0.06%. SCHD is the cheaper option, by $44 a year on a $10,000 investment.

Which performed better, CHPX or SCHD?

Over the past year CHPX returned +99.11% vs +28.29% for SCHD, so CHPX leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

What is the holdings overlap between CHPX and SCHD?

3.3% of CHPX's money is in holdings SCHD also owns. 2.5% of SCHD's is in holdings CHPX also owns. They hold 1 positions in common, counted across the 38 positions we hold weights for in CHPX and 100 in SCHD.

Which pays a higher dividend, CHPX or SCHD?

CHPX yields 0.04% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than CHPX?

SCHD has a lower expense ratio. CHPX led over 1Y. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 69.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.