DEXC vs SCHD
Dimensional Emerging Markets ex China Core Equity ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. DEXC delivered stronger 1-year returns. DEXC offers more diversification with 1,987 holdings.
Side-by-Side Comparison
| Metric | DEXC | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.43% | 0.06% | |
| AUM | $322M | $108.7B | |
| Dividend Yield | 1.64% | 3.13% | |
| Holdings | 1,987 | 104 | |
| YTD Return | +24.70% | +26.50% | |
| 1Y Return | +40.91% | +31.25% | |
| 3Y Return (annualized) | - | +16.34% | |
| 5Y Return (annualized) | - | +10.10% | |
| Volatility (annualized) | 21.0% | 13.6% | |
| Max Drawdown | -18.3% | -33.4% | |
| Fund Family | Dimensional | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Nov 13, 2024 | Oct 20, 2011 |
DEXC vs SCHD Performance
Dimensional Emerging Markets ex China Core Equity ETF (DEXC) is a ETF from Dimensional and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year DEXC returned +40.91% while SCHD returned +31.25%. Year to date, DEXC is up 24.70% versus a gain of 26.50% for SCHD.
Risk: Volatility and Drawdowns
DEXC has been the more volatile fund, with annualized monthly volatility of 21.0% 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 -18.3% for DEXC 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
DEXC charges 0.43% per year while SCHD charges 0.06%. On a $10,000 position that is $43 vs $6 annually, a gap of $37 per year that compounds over a long holding period. On income, DEXC currently yields 1.64% against 3.13% for SCHD.
Holdings Overlap
DEXC and SCHD share 89 holdings out of 1973 unique holdings combined, representing a 8.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, DEXC or SCHD?
DEXC has an expense ratio of 0.43% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $37 per year of difference.
Which performed better, DEXC or SCHD?
Over the past year DEXC returned +40.91% vs +31.25% for SCHD, so DEXC leads on 1-year performance. Over the longest common window we track (2 years), DEXC annualized +30.56% vs +11.50% for SCHD. Past performance does not guarantee future results.
Which is riskier, DEXC or SCHD?
DEXC has been the more volatile fund at 21.0% annualized versus 13.6% for SCHD. Worst drawdown: DEXC -18.3% vs SCHD -33.4%.
Should I hold both DEXC and SCHD?
DEXC 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 DEXC and SCHD?
DEXC and SCHD share 89 common holdings with a 8.3% weight overlap. Combined, they hold 1973 unique securities.
Which pays a higher dividend, DEXC or SCHD?
DEXC yields 1.64% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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