CNXT vs SCHD

Quick Verdict

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

Lower Fees: SCHDHigher Returns: CNXTMore Diversified: SCHD

Side-by-Side Comparison

MetricCNXTSCHDWinner
Expense Ratio0.65%0.06%
AUM$108M$103.7B
Dividend Yield0.13%3.31%
Holdings101104
YTD Return+12.60%+25.33%
1Y Return+59.77%+32.31%
3Y Return (annualized)+22.20%+15.40%
5Y Return (annualized)+0.78%+9.70%
Volatility (annualized)220.6%13.6%
Max Drawdown-99.9%-33.4%
Fund FamilyVanEckCharles Schwab Asset Management
CategoryEquityEquity
InceptionJul 23, 2014Oct 20, 2011

CNXT vs SCHD Performance

VanEck ChiNext ETF (CNXT) is a ETF from VanEck and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year CNXT returned +59.77% while SCHD returned +32.31%. Year to date, CNXT is up 12.60% versus a gain of 25.33% for SCHD.

Over three years, CNXT compounded at +22.20% per year against +15.40% for SCHD; over five years the annualized figures are +0.78% and +9.70% respectively. Across the full 15-year window we track, SCHD has the edge at +11.45% annualized vs +4.49%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

CNXT has been the more volatile fund, with annualized monthly volatility of 220.6% 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 -99.9% for CNXT 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 -0.02. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CNXT 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, CNXT currently yields 0.13% against 3.31% for SCHD.

Holdings Overlap

0.0%overlap

CNXT and SCHD share 0 holdings out of 198 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, CNXT or SCHD?

CNXT 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.

Which performed better, CNXT or SCHD?

Over the past year CNXT returned +59.77% vs +32.31% for SCHD, so CNXT leads on 1-year performance. Over the longest common window we track (15 years), CNXT annualized +4.49% vs +11.45% for SCHD. Past performance does not guarantee future results.

Which is riskier, CNXT or SCHD?

CNXT has been the more volatile fund at 220.6% annualized versus 13.6% for SCHD. Worst drawdown: CNXT -99.9% vs SCHD -33.4%.

Should I hold both CNXT and SCHD?

CNXT and SCHD have a monthly-return correlation of -0.02, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CNXT and SCHD?

CNXT and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 198 unique securities.

Which pays a higher dividend, CNXT or SCHD?

CNXT yields 0.13% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.

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